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[BoldTrail - Admin] Innovation Pathways Overview
[BoldTrail - Admin] Innovation Pathways Overview

Learn more about Innovation Pathways to choose the best option for your business.

Updated over 5 months ago

What is an Innovation Pathway?

Innovation Pathways are designed to facilitate a seamless transition from BoomTown to BoldTrail and BoldTrail PRO. These pathways are unique to you as an existing BoomTown client, with consideration for individual business needs, goals, and structure to ensure that you are set up for success with your new Inside Real Estate platform.

Interested in learning more? Watch our recorded webinar here!


What Data Transfers?

As part of your unique Innovation Pathway, our tools will seamlessly transfer the following from your BoomTown CRM:

  • Account data

  • Agent data

  • Lead data

  • e-Alerts

  • To-Dos

  • Lead history, including:

    • Texts

    • Emails

    • Property Views

  • Your BoomTown Domain

NOTE: If you are not interested in taking advantage of Innovation Pathways and will be moving elsewhere, the following information will be exported:

  • Lead Names

  • Lead Phone Numbers

  • Lead Email Addresses


Considerations for Innovation Pathways

Unsure if Innovation Pathways is the right fit for your business? No problem! There are a few options you'll want to consider before making the move:

What is your current BoomTown platform setup?

Are you using a single BoomTown platform, or are you on one of our networked solutions? Will you be looking to join an existing BoldTrail or btPRO account?

What tools and resources do you need to be successful?

Are you heavily leaning on accountability reporting? What about Smart Campaigns? You will want to determine which options are most important to your team's structure and workflow when considering your transition.

What are your plans their lead generation? Do they use Digital Marketing Services today?

Our Digital Marketing services will require a minimum budget of $500. Will that meet your needs, or would PropertyBoost or Smart Social Leads be a better fit for your business?

Are you leveraging Success Assurance?

SA is slowly rolling out on BoldTrail and btPRO and is also part of Leads 360°. With that said, Success Assurance does not include High Interest Behaviors at this time, and their campaign progression will not transfer. Is this a critical piece of your team's productivity?


Innovation Pathway Options

One to One Transition

Status: Currently Available

A single BoomTown Platform will transition to a single BoldTrail or btPRO account.

Example: Happy Brokerage has 5 agents on BoomTown and needs a btPRO platform with 5 agents (no offices or teams).

Multiple Platform Transition

Status: Currently Available

This option allows owners of networked BoomTown platforms (Advance) to transition to one BoldTrail or btPRO account with multiple offices and/or teams.

Example: Happy Brokerage two platforms on BoomTown, one to service Charleston, SC and another to service Savannah, GA. They are looking to use a single btPRO platform with a Charleston office and a Savannah office. They DO NOT want these leads in the same database since the service areas and agents are different.

Existing Account Migration

Status: Coming Soon!

This option will allow a transition from a BoomTown platform to an existing BoldTrail or btPRO account.

Example: The Tim Male Team has two agents, Tim and Stacey, who work for Happy Brokerage and have their own BoomTown platform. Happy Brokerage already uses BoldTrail to generate and manage their databases, and the Tim Male Team is looking to join their existing account and are OK with a shared database/willing to pay for Team Add-On.


Ready to Get Started?

If you're ready to start your transition, or if you have questions for us regarding our pathway options, please feel free to reach out to our Sales Team for a consultation!

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