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.
None of this should be a surprise.