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It’s not an easy decision to move Marketing Automation platforms, so when migrating to a new system it’s important to get it as right as possible from the start. There will always be some bumps along the way, that’s just the nature of technology transition… the key is to minimise these by investing time in careful planning before switching anything over.
Having been brought in to troubleshoot on many MarTech implementations over the years, one of the most common challenges is always data. While data hygiene should be maintained as a matter of Marketing Automation best practice, the reality is that overstretched marketing operations don’t always have the time to keep everything in check as they would like.
So, if you’ve bitten the bullet to migrate your Marketing Automation to a new platform, use my checklist to determine where you need to focus attention to secure a data-driven seamless transition.
Before looking at the checklist, here’s a couple of top tips to prime you for the process.
The following are questions that you need to ask yourself before migrating any data into the new marketing automation platform.
Data is just one critical success factor for Marketing Automation migration. If you’re just starting to think about moving MarTech platforms, then you should read ‘Three ways to map Marketing Automation to your business scenarios’ before going any further.