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.