Tamarac CRM
Vocus
Transfer contacts, companies, activities, and more from Tamarac CRM to Vocus. 10 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Tamarac CRM to Vocus migration based on your specific requirements.
Total contacts, companies, deals, and activities to migrate
Complex data structures and custom configurations
Relationships, attachments, and historical data depth
Standard or expedited migration scheduling
15-minute call • No commitment • Get instant estimate
Prefer email? talk@ambrstack.com
If any data is incorrectly migrated, we'll fix it for free, no questions asked. Your data integrity is our top priority.
A quick look at both platforms to help you understand your migration path
CRM designed for independent advisors
Tamarac CRM by Envestnet is a web-based relationship management system built on Microsoft Dynamics, designed specifically for Registered Investment Advisors (RIAs) with deep integration into portfolio management, reporting, and trading tools.
Deep integration with Envestnet Tamarac Reporting and Trading
Comprehensive PR and Marketing Software
Vocus was a cloud-based public relations and marketing software platform providing media database access, press release distribution, social media monitoring, and campaign analytics for communications professionals.
Media database of 400,000+ journalists and bloggers
"Comprehensive PR and Marketing Software"
Vocus was a cloud-based public relations and marketing software platform providing media database access, press release distribution, social media monitoring, and campaign analytics for communications professionals.
Ideal for: Communications professionals and PR agencies who needed media database access, press release distribution, and social media monitoring (now part of Cision).
Media database of 400,000+ journalists and bloggers
Press release distribution via PRWeb
Social media monitoring and analytics
Help a Reporter Out (HARO) service
Learn more at
vocus.com
See exactly which data objects transfer from Tamarac CRM to Vocus
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Tamarac CRM to Vocus.
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Prefer email? talk@ambrstack.com
