Making the move from Full Circle to Bizible? You’re not alone. Here are the biggest considerations to keep in mind and the lessons we’ve learned from other customers who’ve made the switch.
Generally speaking, here’s how Bizible creates touchpoint records for the major types of interactions:
If you’re comfortable with your CRM campaign management and prefer to keep existing processes in place, that’s fine. It doesn’t hurt Bizible to continue tracking all interactions in CRM campaigns. You can design logic that only creates touchpoints from a desired subset of campaigns to avoid touchpoint duplication.
With most Full Circle setups, you see every single interaction a person has with your marketing or sales efforts. Page views, repeated page visits, membership in duplicate and triplicate campaigns—Full Circle surfaces all of those. If you view a page 300 times, Full Circle creates 300 duplicate campaigns and gives you a membership in each of them. Bizible does not, and that was a conscious design decision on our part.
Bizible’s goal is to provide you with an attribution story that surfaces meaningful interactions and distributes weight among the most impactful touchpoints appropriately. For example, the Bizible framework won’t surface page views (without form fills) as routine touchpoints. A standalone page view isn’t likely to have an impact on driving a purchasing journey forward, but we will create a touchpoint if it’s the most recent interaction before a designated CRM milestone (such as Lead or Opportunity Creation). We don’t want to show you everything. We want to show you the stuff that matters, from an attribution standpoint.
Work with your Bizible rep to set appropriate expectations around what data will no longer be available to your team.
That said, we certainly understand that many customers need this historic data; especially if you have a longer sales cycle (greater than 90 days), you may want to give Bizible visibility into pre-Bizible data. Discuss this carefully with your Bizible rep, and always keep in mind that skew across the implementation date can lead to the appearance of improvements or declines in channel performance or engagement, as well as other potentially incorrect inferences.
You’re in good company, and we’ve helped numerous other customers handle these changes. Work with your Bizible rep to understand the impacts above, as well as any other concerns you may have.