Pre-Requisites
To ensure a smooth onboarding experience and optimal performance, FirstHive requires a few technical, access, and knowledge prerequisites. These ensure that your environment is ready for data integration, campaign orchestration, and compliance alignment.
The following sections outline what’s needed before getting started:
Technical Requirements
Before logging into the platform, verify that your technical environment meets the baseline setup required to access and operate FirstHive securely and efficiently.
- Browser Compatibility: Supports modern web browsers - Chrome, Firefox, Safari, and Edge.
- Network Requirements: Requires a stable internet connection for real-time data streaming.
- API Access: Needs administrative access to data source systems for integration.
- Security: Uses SSL certificates to ensure secure data transmission.
Data Source Prerequisites
FirstHive integrates with a variety of systems across digital and offline touchpoints. Ensure access to the following, as applicable:
- CRM Systems: Salesforce, HubSpot, or equivalent platforms
- eCommerce Platforms: Shopify, Magento, WooCommerce
- ERP Systems: SAP, Oracle, Microsoft Dynamics
- Digital Touchpoints: Website analytics, mobile apps, social media platforms
- Offline Sources: POS systems, call centers, or customer service tools
Access Requirements
Successful implementation also depends on access to key systems and relevant documentation:
- Admin-level access to the FirstHive platform
- API credentials for connected source systems
- GDPR or other applicable data privacy compliance documentation
- Defined data governance policies and user access permissions
Knowledge Pre-Requisites
A foundational understanding of the following topics will help teams get up and running quickly:
- Customer data management fundamentals
- Marketing automation concepts and workflows
- Data privacy regulations such as GDPR or CCPA