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5 Step Plan for Switching Marketing Automation Platforms
5 Step Plan for Switching Marketing Automation Platforms
Change is never easy, and changing marketing automation systems has the perception of being exceptionally difficult.  Still, SiriusDecisions reports that every year nearly 10% of B2B organizations that currently have a marketing automation platform switch to a new vendor.

The reasons for switching can be plentiful, whether it is because of a cost savings or an integration issue, sometimes the best answer is to cut your losses and change platforms.  It is easy to be so caught up in the hype of marketing automation that you are lured in to paying $1,800 a month or even more on a platform, without even considering other less costly solutions.

Marketing automation has the power to provide a dramatic ROI with many benefits, which leads many consumers to see it is a low risk investment.  However, with hundreds of marketing automation systems to choose from, selecting the ideal platform for your organization requires a deep understanding of your particular goals and needs when using the system. 
Switching is not easy, but following these five steps will help to make your transition as smooth as possible. 
  1. Understand The Need
    Sometimes the grass is not actually greener.  Understanding your company’s unique requirements is always our first priority.  This helps to determine whether a switch to a new marketing automation platform is the answer, or if an improvement to the existing strategy will be more beneficial.
  2. Understand Your Goals
    Understanding what you are trying to achieve with your marketing automation will allow you to evaluate vendors more effectively.  While the majority of marketing automation platforms offer the same features, small differences can end up being deal breakers if they affect critical components of your business.
  3. Assess Your Inventory
    This step will allow you to determine exactly what you have and what you want to bring over to the new system.   By mapping out your workflows, landing pages, forms, content, files and email templates you can clean out the old outdated information.  The easiest way to do this is by setting up a spreadsheet to track every step.  You are now able to make sure that all of your assets are up and running at the new location.  When your lead generation efforts rely heavily on your existing system, losing any assets you have can be devastating.  This thorough assessment of what you have and will need help ensures that nothing will slip through the cracks.
  4. Export Your Assets
    Not everything will transfer seamlessly.  The majority of marketing automation systems will allow you to export and import the raw HTML for landing pages and email templates, but workflows generally require a recreation. 
  5. Test
    Even when you plan everything, you may still encounter problems.  Always test the new system before you turn your old one, otherwise, you risk missing valuable leads and potentially hurting your brands reputation.

Few people look forward to migrating marketing automation systems, but with thorough planning you can make everything run as smoothly as possible.  At Foremost Media, we not only help clients choose the best marketing automation system for their business, but we also help them migrate from current platforms that are wasting their valuable resources.  We understand what is required to switch and how to get the most out of the various platforms to benefit your business. 

Contact us today to learn how we can help you make the switch and improve your marketing efforts and your bottom line at the same time. 


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