What any customers looking for a new tracking platform should be aware of? Pt. 1


Probably everyone, at least once in a lifetime, felt like a cat that loves fish but fears wetting its paws. On the one hand, you seem to long for something, but on the other, you feel like it's a step into the void.

We bet it sounds familiar. 

And with any new tool you want to integrate into your business, you may start experiencing the same thing. You torture yourself with doubts and worry about its effectiveness but still picture the triumph it may lead to.

If you have no idea of what it's like to use tracking platforms or have a fear of moving from one system to another, this guide is just what you might need. 

As with any unfamiliar things, this guide is needed to understand what you should be aware of, what pitfalls may meet you on your way, and how to arrange everything in line with your expectations. 

Honestly, fear is not a bad thing. In most cases, it saves us from unnecessary risk. But when it comes to your success, don't let it stop you. 

Top 5 musts you should care about before moving to a new platform

Suppose you're a customer looking for any new tool for your success but you want to play it safe. 

In that case, there are several key factors you need to consider when choosing your next software provider, whether it is a new CRM, Planning, Accounting, or Affiliate Marketing solution. Let’s go over all of them:

  • Make sure your provider understands your business

Try to find out the provider's experience and background. One of the biggest mistakes that many tech providers make when engaging with customers is focusing too much on their technology rather than the problem that needs to be solved. 

So make sure, the provider does its best to understand the service you offer as well as your pains and needs.

  • Estimate service quality in the long run

Many tech providers in the digital space claim their product is innovative. But what was a sensation yesterday - today can be a flop. Check if your provider has enough resources to keep the platform up-to-date. 

This becomes evident by how fast the team handles technical flaws, manages the overload, and arranges customer support. 

  • Test flexibility 

It's hard to trust features you never tried before. But new doesn't mean raw. You'd better pay attention to how often a platform is updated and improved. 

Don't be afraid to ask managers whether they have a roadmap to implement new features, scale the operation, etc.

Also, test if a solution offers an adequate support level. Think up a challenge you may face and ask for help. The company must deal with any problems in a timely fashion.

  • Clarify their pricing policy

Can your provider guarantee you a selected pricing plan for the foreseeable future? Do they offer a *grandfathering option should you choose to keep your current pricing plan? Both answers should be yes (like at a wedding :).

*Grandfathering option allows users to continue with their current pricing plan in case it is already deactivated for new users and replaced with a new plan.

  • Find out whether they assist in making the first steps

No excuses here. A new solution must offer any onboarding and/or migrating services to help you pick up the pace and transfer from your existing system. Otherwise - red flag.

The initial steps


Okay, you have checked, asked, found out, and clarified all the issues. What's next? Honestly, this process is very concise. 

Once you decide to get on board, your next big step will be the customer journey with the following stops:

  • A free consultation

Normally, to better understand the solution, customers are offered to explore the demo, where platform managers show you all the ins and outs. Don’t forget to ask questions, if you have them.

  • Selecting and accepting the price plan 

This phase is the most intimidating for newcomers. Before signing the contract and getting an assigned manager, double check you get exactly what you need. 

  • Filling out the onboarding documents

Nothing complicated here. You get the initial setup, including the whitelabel, and get to work.

  • Cooperating with the manager

Managers help configure the platform for your needs, such as access permissions, CRM and email options, supported currencies, payout methods, etc. Feel free to ask for help if you feel stuck or confused by something.

Honestly, this journey also includes some additional stops depending on whether you are launching a new venture or relocating the existing one. But more on that in the Pt.2.

Besides, if you feel like you need more time or information to make a decision at some stage, don't hesitate to ask for it.

Remember, you may always work out an individual plan and work at a pace you feel comfortable with. Ultimately, it's better safe than sorry.

So, it's almost over now. We wish you safe travels and fearlessness in decision-making. Good luck :)