We realize that each Postal customer has a unique use case and account configuration, which is why we are taking a very individualized approach to each customer's migration.
The Postal to Sendoso migration process will look different to every Postal customer, but we will be with you every step of the way.
In this article, we will outline our general overview, but will tailor our efforts toward your priorities and goals!
Migration Timeline Overview
Here's Troy explaining the migration roadmap:
Phase 1: Kickoff
Focus: Strategy & Scope In this initial stage, the groundwork is laid. The goal is to align Sendoso’s capabilities with your specific business goals.
- Key Activities: Reviewing business objectives, defining primary use case priorities, and finalizing the technical details and project timeframe.
- Stakeholders: All Admins are required to participate to ensure the timeline meets the comprehensive team requirements.
Phase 2: Configuration
Focus: Technical Setup Once the strategy is set, the actual environment is built out. This is where your specific Sendoso "instance" comes to life.
- Key Activities: Your Customer Success Manager (CSM) and Onboarding Team will lead a walkthrough of the new Sendoso instance, setting up account structures and user permissions.
- Stakeholders: All Admins must be present to confirm the setup matches the internal workflows discussed during kickoff.
Phase 3: Integrations
Focus: Ecosystem Connectivity Sendoso is most effective when connected to your existing tech stack (like Salesforce, HubSpot, or Salesloft).
- Key Activities: A Solutions Architect and your CSM will guide you through Sendoso’s enhanced integration offering. This ensures that gifting can be triggered directly from your CRM or marketing automation tools.
Phase 4: Transfer
Focus: Asset Migration. This is a critical logistical step for users migrating from another platform (like Postal).
- Key Activities: The "digital transfer" of remaining Postal funds and warehoused inventory. This ensures that your existing investment and stock are not lost and are ready for use within the Sendoso Sending Fulfillment Centers (SFCs).
Phase 5: User Support
Focus: Enablement & Scaling. The final phase moves from the administrative level to the end-user level to ensure high adoption and ROI.
- Key Activities: Training "Enablement" for end users on how to use the platform effectively. This includes sharing best practices and establishing an ongoing support and strategy cadence with your Sendoso team.
How to Get Help
One of the benefits of transitioning to Sendoso is that you'll have a ton of educational resources at your fingertips. Not only do we have an excellent support team led by your dedicated Customer Success Manager, but we also have many options for on-demand learning and training. Check out these resources: