Switching field sales apps mid-season
The blocker in a migration is almost never the software; it is the doors you have already worked. Ask what export you get before you need it, because the answer changes once you have told a vendor you are leaving. Mid-season switches also strand outstanding callbacks, which is usually the larger loss.
Ask about export while you are still a customer
Export terms are a normal pre-sales question and an awkward post-notice one. Ask what format, what fields, and whether history and dispositions come with it, not just the current lead list.
Callbacks are what you actually lose
Coverage records can be rebuilt slowly. A callback owed on Thursday that nobody can see is gone, and mid-season migrations tend to happen exactly when the callback list is at its largest.
Sequence it around the season
Between seasons if you possibly can. If you cannot, run both in parallel for the callbacks already set and start new work in the new tool, rather than attempting a clean cutover mid-week.
Common questions
- Can I export my data from a field sales app?
- Usually something, and the completeness varies enormously. Ask specifically whether history and dispositions are included, not just current leads.
- When is the best time to switch?
- Between seasons. Mid-season switches strand the callbacks, which is where the recoverable value sits.
- Can I import my doors into KnockMode?
- No. There is no import today, which makes a migration into it manual and is a genuine reason to wait.
More on alternatives
Honest comparisons against the field-sales tools reps and managers already use.