It is essential that an organization chooses the most suitable marketing automation system for their marketing and sales strategies. However to err is human, and you might end up selecting a marketing automation tool that does not really serve your purposes. Sticking to it would be detrimental to your company.
When you switch marketing automation systems, here are a few things that a transition ensues:1. It may become a costly affair.
2. It can significantly reduce the morale and motivation of your marketers and sales representatives because they have to learn to use another new tool.
3. Change in tools will result in an inevitable delay to launch new marketing campaigns.
4. It will take a considerable amount of time to implement the change and appropriate the data into the new system before one can achieve any success.
So, it’s best that you replace it with something that suits your needs more. But this process of replacing or switching from one platform to another is more painful than the selection process. Currently, if you don’t have a marketing automation platform in place or intend to implement one in the near future, make sure that you select the correct one to avoid all this. But, for the ones who are reading this and intend to switch, here are 5 tips that will help make the process easier for you.1. Involvement of Key Shareholders: The key to a good switchover of marketing automation system is good communication. Before your company decides to switch systems, you should gather all the department heads of your organization and key stakeholders in the same room so that you can collectively arrive at a decision and be on the same page. Lack of communication might end up crippling your cause. Your shareholders are extremely important to you and you may want to involve them simply because they invest in your organization and they should be made aware of such a change taking place. Your new platform’s success partially depends on your stakeholders involvement and buy-in.
2. Prepare for the Migration of Marketing Data: If you want a painless transition from one system to the other, as much as possible, it is extremely important that you prepare to migrate your marketing data to the new system from the old. You will not like losing data, that’s for sure. But then you are also bound to have inactive and stale data that is just sitting there clogging your system. Information changes constantly so make sure that you analyze the data that comes into your new system so that the segmentation process is better. You should select a marketing automation vendor who will provide you with a product that syncs seamlessly with other existing applications in your organization for proper data integration. 3. Set Goals: Just because you are re-platforming, you should not sit back and relax. Set marketing goals accordingly. Develop performance metrics along with that so that you can monitor and measure your progress. Your transition is a long-term aspect, so treat it like that. It is a large project so you have to make sure that each phase of this transition gets the time it needs. You should capitalize these phases to generate quality leads for your organization. 4. Work with IT: When it comes to a switch of marketing automation, you should work with your IT department so that they can provide the necessary technological guidance. Throughout the entire implementation and deployment process of the new marketing automation system, teaming up with IT will help you reduce your technological woes further. However, you can also opt for straightforward solutions that do not require extensive knowledge of technology if your IT department is not up for it. Technology integrations are crucial to every marketing automation switch and a seamless transition will save time, money and energy.5. Take Help from Experts: Marketing Automation is a special marketing platform. Even though it can be handled by marketers, but it is advisable that you seek the help of marketing automation experts to get your system up and running. These experts will understand the intricacies of marketing automation and if you want a robust integration, you better opt for experts. Esanosys has helped many companies migrate data, switch marketing automation systems, build custom integrations with existing CRMs/LMSs, implement robust workflows and derive more value out of their existing marketing automation systems.
Are you planning to implement a new marketing automation platform? Drop us a mail and let us know, we will get back to you as soon as possible!
