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.