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For SaaS platforms losing deals to migration friction

Prospects want to switch.
Migration friction is why they don't.

Beena builds and maintains the migration connector for your platform. Prospects migrate their data in days. Switching feels like changing the channel, not moving houses.

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What has to move

Customers who switch arrive in your product with nothing carried over. The first weeks rebuilding what they already had is where most give up.

Records and history

Customer records, account history, custom fields. Built up over years. All of it has to transfer cleanly or the new platform starts from zero.

Segments and filters

The logic for organizing and targeting customers takes months to build. Prospects won't switch if they have to rebuild it from scratch.

Automated workflows

Triggers, sequences, and rules that run in the background. Some accounts have dozens. The more complex they are, the harder they are to recreate manually.

Content and templates

Templates, articles, and content refined over time. Recreating them manually takes weeks and introduces errors.

Configuration and settings

Permissions, integrations, and platform-specific settings. Easy to overlook during a migration. Hard to fix after a customer has gone live.

How it works

Beena sets up the migration connector using technology we've already built. Your team decides how customers use it.

1

Beena sets up the connector STEP 1

We build and configure the migration path from your top competitor sources. Because the core technology already exists, standard connectors are testable in days, not months.

2

Self-service or white-glove STEP 2

Customers can run the migration themselves before or during evaluation. Or your team runs it on their behalf for a more hands-on experience. Both use the same Beena automation.

3

They arrive ready STEP 3

Customers land in your platform with their data and configurations already in place. No rebuilding required. Your onboarding team picks up from a running start.

Step 1 preview

Built for the teams responsible for conversion, not code.

From content and audience platforms to ecommerce and vertical SaaS, migration friction kills the same momentum even for prospects who love your product. These are the roles it hits.

Partnerships

Prospects assume switching is too hard and stay where they are. A working connector lets you tell the market that switching to you is a solved problem.

Sales and RevOps

Pricing is agreed, then someone asks "how do we move everything over?" and the deal dies quietly. A migration connector turns that into a one-line answer.

Onboarding and Customer Success

The first weeks are spent helping customers rebuild what they already had. Beena moves it over before day one so your team can focus on what's ahead.

Product and Growth

Trial users hit the data import step and drop off. Beena fills their account with real data so they can see what your product does.

Building migration in-house vs. partnering with Beena

Your team builds it
Built with Beena
The scoping is harder than the build. First attempts miss edge cases.
Your team brings platform knowledge. Beena brings migration expertise. Scoping is a joint effort.
Engineering resources pulled from product work
Your team guides what needs to move. Beena handles the build and testing.
Breaks when the source platform updates its UI or API
Beena monitors and maintains each connector. Your team flags changes on your side.
Scales only as far as your team's bandwidth
Handles every prospect without adding headcount on either side
Your team handles all migration support
Beena handles the technical side. Your team stays close to the customer.

What changes when migration isn't the bottleneck

Migration complexity is a top reason competitive deals stall in most SaaS categories. Removing it changes the conversation.

More competitive deals close

Prospects who were afraid to switch because of migration complexity now have a clear path. Your team spends less time on objection handling.

Faster time to live

Customers arrive in your platform with their data already there. Onboarding starts from a running start, not from an empty account.

No build or maintenance burden

You pay a fixed annual fee. Beena builds the connector, maintains it, and updates it when source platforms change. Your engineering team stays on your product.

Data stays on device

Migrations run locally on the customer's machine. No data passes through Beena's servers. Same security posture as your customer logging in manually.

Ready to talk about migration for your platform?

One call to scope out what automation would look like for your top competitor sources. No commitment required.

Get a Migration Plan

Questions we hear on the first call

It depends on the source and destination platforms and how many data types need to move. For standard migrations, we can have something testable in 2 business days. We scope this on the first call before any commitment.
Connectors are scoped per partnership. You tell us your top competitor sources, and we build and maintain the migration path for each one. Mailchimp is currently live as our first production connector. Additional sources get built out as new platform partnerships come online. The scoping call maps your specific source platforms and what a build would involve.
We charge an annual fee for building and maintaining the migration connector. Standard migrations start at $50K per year. Simpler migrations with fewer data types are lower. We scope this before quoting.
We need test accounts on both the source and destination platforms to build and validate the migration. We don't need access to any of your customers' data during the build.
That's part of what the annual fee covers. Beena monitors each connector and updates it when source platforms change. Your customers don't experience disruption when that happens.
Migrations run locally on the customer's machine. Nothing passes through Beena's servers except a migration report.