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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Certified Consultant/Owner | Jeff Kemp

Marketing Automation & CRM Consultant

hire Jeff Kemp | Marketing Automation & CRM Consultant

I help select your tech stack and optimize your processes 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 over 30 years of marketing and sales 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 Certified Salesforce Administrator and HubSpot Expert. Prior to that I have over 15 years of WordPress development experience and additional roles in sales and marketing management.

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 architecting processes and solutions to help organizations set up effective lead management systems and operational efficiencies using best practices and proven methodologies.

I also love dogs :0)

Optimal Business Consulting (OBC) is proud to be a Salesforce Partner since 2018 and also became a HubSpot Solution Partner in 2023. -->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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