CDC MarketFirst Upgrade Services

Upgrading to the latest version of CDC MarketFirst enables you to take advantage of the exciting new features available in CDC MarketFirst 5.10, including:

  • Enhanced Integration: A new integration framework enables you to configure, maintain, and administer the integration between CDC MarketFirst and Pivotal CRM more easily, speeding implementation and lowering total cost of ownership. Programmatically defined synchronization facilitates custom integration scenarios, and the ability to query data in the Pivotal CRM database directly from CDC MarketFirst and incorporate it as content enables you to quickly create highly personalized messaging in a single step.
  • Easier Administration: A new connector console simplifies management of integrations between CDC MarketFirst and Pivotal CRM, and a new log viewer makes accessing logs easier.
  • Expanded Campaign Options: Enroll Pivotal CRM contacts in available marketing programs, and distribute campaigns using SMS or print-ready formats.
  • Improved Usability: Quick-search enhancements and the ability to merge contact records helps you perform common tasks more quickly and easily.

Don't miss out! If you want to upgrade your CDC MarketFirst system but lack the time or resources, leave it to the experts. We follow our proven process to minimize your downtime and ensure success.

CDC MarketFirst Professional Services can upgrade you to the latest version of CDC MarketFirst quickly and effectively—or help you manage the process yourself.

Upgrade Advisor Service

Let the CDC MarketFirst experts help you plan your upgrade or migration with the Upgrade Advisor service. Our skilled staff will work with you to choose the best path for upgrading your MarketFirst system and draft a migration plan specific to your particular installation. This service includes:

  • Access to CDC MarketFirst experts to analyze your current configuration and recommend an appropriate upgrade path
  • A documented upgrade plan specific to your organization, with the steps needed to execute the upgrade and minimize impact to the business

Standalone Upgrade Service

Need to get your standalone CDC MarketFirst system upgraded to the latest version quickly and effectively? CDC MarketFirst Professional Services' Standalone Upgrade Service offers everything you need. You provide access to your system, and CDC MarketFirst experts will plan, execute, and validate the upgrade to the latest version. Service includes:

  • Upgrade Advisor service: Access to skilled CDC MarketFirst experts to develop a detailed upgrade plan
  • Upgrade plan execution: A CDC MarketFirst engineer will perform the system upgrade based on the detailed plan
  • Basic system validation: A series of tests to ensure that web pages, e-mails, reports, and the MarketFirst client are functional after upgrade

Classic Integration Upgrade Service

For customers with CDC MarketFirst systems integrated with Pivotal CRM, the Classic Integration Upgrade service provides a rapid method for upgrading to the latest version of MarketFirst while maintaining existing connector customizations. CDC MarketFirst Professional Services plans and executes the upgrade of your MarketFirst system and the connector components in your Pivotal Business Module. Service includes:

  • All features of the Standalone Upgrade, including Upgrade Advisor, upgrade of the CDC MarketFirst system, and basic system validation
  • Installation of the latest connector components into your Pivotal Business Module
  • Basic validation of connector functionality: Send Lead, Update Lead, Sync Contact
  • After upgrade, the Pivotal CRM to CDC MarketFirst sync will continue to use the classic ASR/Staging Table model

Connector Conversion Upgrade Service

Take advantage of the latest connector enhancements for integration between CDC MarketFirst and Pivotal CRM today with the Connector Conversion Upgrade service. CDC MarketFirst experts will help you upgrade to the latest version of MarketFirst and convert your connector field mappings and customizations to the new and improved Active Search–based integration model. Service includes:

  • All features of the Standalone Upgrade, including Upgrade Advisor, upgrade of the CDC MarketFirst system, and basic system validation
  • Installation of the latest connector components into your Pivotal Business Module
  • Conversion of your existing ASR/Staging Table–based field mappings and customizations to the new Active Search model
  • Basic validation of connector functionality: Send Lead, Update Lead, Sync Contact

Contact us today at +1 877-748-6825 for system requirements and further details about our upgrade services.