Free download: ‘Marketing Automation & CRM Platform Migration Checklist’

by | Last Updated: Aug 10, 2023 | Data management, HubSpot, Pardot | MC Account Engagement, Resources, Salesforce

Download our free 'Marketing Automation & CRM Platform Migration Checklist' Google Sheet!

Download our free 'Marketing Automation & CRM Platform Migration Checklist' Google Sheet as a valuable resource to give you some things to consider before making the jump, and a simple way to manage your progress during migration.

Feel free to "Make a copy" to make it your own to help you through your next platform migration.

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Author | Jeff Kemp

Marketing Automation & CRM Consultant

hire Jeff Kemp | Marketing Automation & CRM Consultant

I help select and optimize your processes & tech stack for improved marketing & sales effectiveness, operations, and ROI.

My superpowers are Knowledge, Experience, and Business acumen. I enjoy the intersection of working with people, processes, and technology where I can provide leadership and add value.

With 30 years of marketing experience I've been laser targeted on Marketing Automation for 10 years, seven of those as a Salesforce Certified Marketing Cloud Account Engagement (Pardot) Consultant, and also as a HubSpot Expert.

Since I've worked with a lot of clients in various industries I've seen several of the same struggles that are common to almost all organizations (as outlined in this article). With each organization and project that I'm involved with I work hard to solve many of those typical problems, plus identifying and solving sometimes unique and complex issues which often involve cleaning up technical debt from legacy systems and helping organizations set up effective lead management systems using best practices and proven methodologies.

I also love dogs :0)

Optimal Business Consulting (OBC) helps organizations to implement, optimize, and maintain their existing or new Pardot (Account Engagement), Salesforce, HubSpot, or WordPress platform. OBC is proud to be a Salesforce Partner. -->More about Jeff & OBC

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Are you thinking about migrating Marketing Automation or CRM platforms and wondering if it’s worth it? Will your company/organization be better off in the long run if you migrate MAP and/or CRM platforms? Download our ‘Marketing Automation & CRM Platform Migration Checklist‘ Google Sheet as a valuable resource to give you some things to consider before making the jump.

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