Welcome back to our step-by-step blog series guiding you through the process of switching marketing automation platforms! We’re here to ensure that the journey from one marketing automation platform to the next is as pain-free as possible. In the previous installments of our guide, we gave you a checklist of ‘getting started’ questions that would act as a jumping off point to determine whether a full switch is the best bet for your business. Then, we walked through the importance of setting smart goals for success.
Now, it’s time to talk about what can often be the most difficult part of a marketing automation platform break-up: moving on.
Even after you’ve made the decision to switch from your old technology, designed goals and a plan for the change, and picked out a shiny new platform, leaving what you’re familiar with can be daunting. You’ve run campaigns, sent emails, built reports and lived a large part of your work life inside your old system. How do you ensure that you replicate key processes in your new system and that administrative workflows like lead assignment and internal notifications still run smoothly? Make sure you give yourself a period of time where you can access both your current and new systems. Use that period of your transition wisely—document every automation rule, nurture drip, and active workflow and its branching logic in your old system, etc., and make a note on the level of effort and priority for getting those elements up and running in your new marketing automation platform.
Eventually, there will come a day when you can’t fall back on info in your old system. To make sure you’re ready to go full no-contact when its time to sunset your old marketing automation platform, here are a few tips to help:
A clean set of export contact data, reports, templates, and more will make the process of moving on from your old marketing automation platform much easier. It also clears the way for the more technical tasks like the switching of web domains or the migration of templates.
The next installment of the series will cover those technical aspects of switching! Keep checking back on the SmartAcre Blog for that next installment of our “Step by Step Guide to Switching Marketing Automation Platforms” series. If you have a question about any of the content in this post or want to get ahead of the curve for our next blog on technical aspects of changing MarTech, leave a comment down below! And if you haven’t had a chance yet, go read Part 1 of this series, “Your Step by Step Guide to Switching Marketing Automation Platforms: Getting Started”, and Part 2, “Setting Goals”.
New to marketing automation, unsure if you have the right solution in place, or just looking to get more from your current technology stack? Our team of experts can help. Contact us today for a marketing automation audit, or to discuss ways to solve your marketing automation challenges.