4 tips to help switch marketing automation systems – CIO

1. Involve key stakeholders in marketing automation decisions

One of the first things a company should do before deciding on a new marketing automation system is get all of the key business leaders into the same room and on the same page.

2. Properly prepare to migrate marketing data

It’s crucial for businesses to prepare to migrate data to the new marketing automation system if they want to experience painless transitions.

3. Set goals and corresponding metrics for the switch

Businesses should also proactively set goals and then develop key performance indicators to monitor progress toward those objectives.

4. Work with IT on marketing automation transition 

Marketing leaders should try to work closely with their organizations’ tech leaders, such as CIOs, because they can provide technological guidance throughout the evaluation and subsequent deployment of the system.

Source: www.cio.com

None of this should be a surprise.

 

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