Chart A Course To Better Marketing Automation in 6 Steps

While switching to a new marketing automation platform may seem daunting, it doesn’t need to be an immense undertaking if you prepare. Pardot customer InsideView did it in just a couple of months, and with minimal disruption to their ongoing marketing campaigns and key initiatives.

Here’s how you can prepare for your move to a new marketing automation platform:

Step 1: Detail your requirements.

Determine what you really need, what are must-haves and nice-to-haves, and what issues you want to solve.

Step 2: Research the options.

Talk to real users of other MA platforms, consult with the analysts, and read the online reviews.

Step 3: Review your data.

Make data cleansing and right-sizing a key part of the migration.

Step 4: Pick a partner.

You’ll only do this once, so trust someone who’s done it hundreds of times.

Step 5: Evaluate your assets.

Look at every marketing asset you have, from campaigns to pages to PDFs, and determine which ones you truly need to keep.

Step 6: Build a plan.

Put a timeline in place, and get everyone working toward your go-live date.

Check out how InsideView used these six steps to switch to Pardot and started seeing positive impacts on their marketing right away. Read the full story here.

Read Next

How to Create Meaningful Conversations with Effective Lead Routing

Ready to see how marketing automation can help you grow at record speeds?
Request a personalized demo today!
Need help?No problem. Chat with our sales experts or call us at 1-800-667-6389.