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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

With 30 years of marketing experience I've been laser targeted on Marketing Automation for 10 years, seven of those as a Salesforce Certified Pardot Account Engagement​ Consultant, and more recently 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 and HubSpot Partner. -->More about Jeff & OBC

Follow and connect with Jeff on LinkedIn
Follow/Connect with Jeff on LinkedIn		 Let's set up a time to chat

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Does migrating marketing automation or CRM platforms actually pay off?

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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Does migrating marketing automation or CRM platforms actually pay off?
Does migrating marketing automation or CRM platforms actually pay off?

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.

How to avoid form spam using marketing automation
How to avoid form spam using marketing automation

Best methods to defeat form spam from bots and human spammers. Whether it’s spam bots or human spammers, we’ll discuss how to identify spammers and provide a best methods on how to defeat form spam.

Top 10 most common marketing automation problems organizations face
Top 10 most common marketing automation problems organizations face

We’ve been in Marketing Automation for about 10 years, and have focused on Pardot Consulting for 7 of those years. So we’ve worked with a lot of clients and have seen several of the same struggles that are common to almost all organizations with regard to their marketing automation and CRM platforms.Below is a list of the Top 10 most common marketing automation problems that we see.

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Does migrating marketing automation or CRM platforms actually pay off?

Does migrating marketing automation or CRM platforms actually pay off?

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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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