Issue link: https://resources.demandgen.com/i/1016429
Prepare and present business case for migrating Identify an executive sponsor to align team and overcome hurdles Create an RFP or simple internal evaluation checklist to determine the features and capabilities required of the new system Evaluate new system(s), negotiate terms, complete license Build cross departmental migration plan and high level timeline Assign a Project Manager and create project plan, including team leads Create an inventory of current assets, programs, forms, images, campaigns, lists, etc. to determine which need to be migrated Perform a database field audit to determine which fields are required and actually being used to determine the new system database field configuration Setup user configuration and security groups Configure email sending domain configuration and IP address warming Deploy website tracking scripts and remove old scripts Design website forms integration and complete testing Establish campaign tracking process Design and build new email templates Design and build new landing page templates Establish database segmentation and persona configuration Setup blacklist, whitelist, and existing email opt-outs Complete nurture program redesign & porting Complete lead scoring program redesign & porting Complete lead management program design and configuration Perform database de-dupe and cleanup before loading Perform CRM integration and testing Setup and complete bi-directional CRM/MA database synchronization and testing Inventory all integrations with 3rd party MarTech and their integration points Plan and complete all the integrations with 3rd party MarTech into new system Remove existing and redeploy sales enablement tools (within CRM) Setup new email alerts and notifications Complete marketing and sales user training Configure and complete new reports, dashboards, and analytics Perform user acceptance testing (UAT). Consider running two systems to mitigrate risk in short term. © 2022 BDO USA, LLP. All rights reserved. MIGRATION CHECKLIST THE KEY FACTORS FOR A SUCCESSFUL MIGRATION ARE HAVING A SOLID PLAN, SKILLED RESOURCES, BANDWIDTH, AND CROSS FUNCTIONAL ALIGNMENT. ONLY THEN WILL YOU BE ABLE TO COMPLETE THE FOLLOWING SET OF RESPONSIBILITIES SUCCESSFULLY AND ON SCHEDULE. 10 DEPARTMENTS IMPACTED BY A MIGRATION Migrating marketing automation systems is a shared responsibility, so consider the impact to these other departments and functions. 1. Demand Generation 2. Campaign Operations / Demand Center 3. Marketing Operations 4. Webmaster 5. Field Marketing 6. Sales Operations 7. Sales Team (CRM Users) 8. Marketing Leadership 9. Information Technology (IT) 10. Executive (legal / Procurement) HAVE QUESTIONS OR WANT TO LEARN MORE? CONTACT US!