Migrating to a New Marketing Automation Tool

For business owners, taking your business to the next level may require you to switch to a new marketing automation tool. If you’ve been using a CRM tool that no longer works for you, or doesn’t have the features that your growing business would benefit from, then it might be time to make a move.

Migrating automation tools can be a tedious task. It’s labor-intensive especially when you have to consider that you would essentially have to redo everything. From exporting then uploading, and maybe reorganizing, contacts to the even more complicated task of exporting entire email sequences and sales funnels, it can be all intimidating.

However, moving to a platform or tool that will be beneficial and more efficient for your business in the long run would definitely be worth it.

Here’s some questions you would want to answer when migrating to a new automation tool:

  • What features do you need?
  • How fast would you need your system to be up and running?
  • How big is the system you need to set up?
  • How much data will you be storing?

Your answers to these questions will help you choose the right automation tool for you. If you factor in your budget along with this “wish list”, it would be easier for you to narrow down your options.

Knowing your needs and matching it up with your time constraints will also make it easier for your team to plan the change. There are risks that could come with migrating to a new tool, so identifying these risks and planning for them could make the shift much easier.

If you’re running a fairly large organization, migrating automation tools internally would take a significant amount of bandwidth from your internal team. You may want to consider outsourcing this so that your internal team has breathing room.

This way, your team can focus on producing content and running your business. Meanwhile, the expert team you outsourced this to can get the work done quickly and smoothly.

Migrating marketing automation tools can be daunting. If you need help choosing a new tool or want to learn more about making the move, feel free to give us a call! We’d love to chat with you.

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