11 Sep Lessons Learned from migrating Marketing to Pardot
You should know by now – we are fans of Pardot’s blog.
Today, we chose to share with you the storry of Kotter, a consulting firm, published on Pardot’s blog, as they share some interesting insights to the risks and opportunities of migration to Pardot.
They touch 5 points:
1. A systems migration is never really about the system.
When moving to a brand-new system, the technological set up and education and learning are very important. But the only means a migration will achieve success is if all individuals entailed– from end-users to choice makers and also everyone in between– are bought-in as well as working to bring the change to life. Ideally your end individuals and also decision-makers were a part of the decision to move to Pardot from whatever hasn’t been meeting your requirements. If not, getting everybody not only mindful, however delighted regarding the opportunities needs to come prior to anything else.
2. Use the opportunity to do some spring cleaning.
“Does anyone know what this field from 2008 was used for?” “Do we need to keep gating this resource?” “Why have we been letting people select their industry as “unknown” on our forms?”
These are all inquiries we in fact asked ourselves throughout the migration process. Pardot was a brand-new house for our potential customers and clients, and the migration supplied an opportunity to make certain we were only placing in the most effective of the best– our cleanest information.
It also gave a reason to examine the choices we made some years ago when setting up forms and also landing pages. Just as you get rid of your possessions from one decade earlier when relocating home, take this as a chance to clean your data.
3. Educate and don’t hesitate to ask for help!
Whether you’re an automation pro, or this is your very first time setting up a system, making the effort to discover how to use it, and use it well, is worth it. Yes– Pardot is an easy as well as straightforward tool, however making the effort to learn it in advance instead of while attempting to send your very first campaign is wise.
4. Build in a little extra time.
Committing time to implementation and set up allowed us to have the system about 90% up and running within a couple of weeks. We gave ourselves 4 weeks of overlap in between our old system as well as Pardot. I would probably recommend also a bit longer than that to make sure that everything has actually been tested before it goes live.
5. Be ready before your switch-on date.
We had 2 years’ worth of information, reports, as well as history to consider. As soon as we decided on Pardot, we began the process of pulling the reports and determining what data we wanted to relocate. By doing some of this in advance, it provided us the capability to start working in Pardot within a few weeks of our switch-on date.
Indeed, from our experience, migrating from one system to another may take weeks, or months, depending on the data and fields you’d like to keep.
The conclusion is that one should plan ahead and allocate enough time to complete and test the migration, as well as overlapping time with the old system.
You can read the full article here.