W-Systems joins SugarCRM! Read Blog
Your company grows, your marketing goals change, and you can’t keep working with the same basic email marketing tools. That’s great! There’s room for improvement in all organizations, and this might be the perfect time for you to consider moving from your old email marketing tool to a flexible marketing automation system, such as Sugar Market. Whether you found your ideal marketing automation provider or are still searching, migrating to new software must be founded on clear goals and you must follow specific steps for a successful migration.
At W-Systems, the marketing team has recently migrated to Sugar Market, and we thought to share some wisdom on this topic. Keep reading below to find out what we learned in the process.
Sometimes, we know that it can be difficult to ditch your old tools and migrate to new ones, but it's best to start your migration by outlining the reasons you need this change and your expectations from the new system.
Ask your team to rank each question. The higher the overall score, the more you need to search for a system that accommodates that particular need.
The number of marketing automation products available on the market today can make it difficult for you to make a final decision. However, once you have narrowed down your options to a list of vendors that cater to companies with similar needs to yours, the process will be smoother. Here’s a shortlist that will help you identify an excellent candidate to replace your email marketing tool.
Before setting up a migration timeline, please be mindful and fully aware that migrations can be lengthy processes, especially if you’ve gathered a lot of content in your existing platform. Adjust your expectations accordingly. Ideally, have a one-on-one meeting with a consultant from the vendor that you selected. They will help you build a realistic timeline and ensure that you’re not overlooking any critical steps in the process.
You have a new marketing automation system; you have a timeline and a migration strategy; it’s time to start working on implementation. To kick off the process, you need to tidy up user accounts.
It’s time to move your old contact data to a new home. But, make sure to also remove any old or inactive contacts from your database. Other tips we found useful, below:
Are your lead scoring rules still relevant? This is the perfect time to audit your lead scoring rules and ensure that these still provide accurate insights for your future software.
We also set up new lead alerts for our sales team in Sugar Market to mimic our former tool during our migration.
While you can migrate your web tracking forms as they are from your old system, advanced marketing automation tools, like Sugar Market, are equipped with predefined form themes.
While building your forms from scratch might be more time-consuming than migrating them, you can rest assured that custom field data is properly captured, automated actions and triggers work as expected, and that contacts are added to the correct distribution lists.
Now you have to make sure that all of your assets (images used in email campaigns, PDFs such as eBooks, infographics, or whitepapers) are moved to your new marketing automation tool. Download these from your old platform and upload them to your new one. In Sugar Market, upload these to the Asset Library.
We split our assets into three categories to make things easier:
Most probably, you already have active drip nurture campaigns and some upcoming ones. We found out that the best way to migrate these to your new marketing automation platform is by following the steps below:
Some email marketing tools might support landing pages. In other cases, you might have these hosted by a third-party platform. Regardless, when upgrading to a marketing automation platform like Sugar Market, you also get the benefit of creating landing pages within the platform.
Sugar Market’s Page Builder provides multiple themes and templates for landing page creation, so users have no trouble migrating from their former tools.
Now that you migrated all your lists and content, it’s time to take care of the details.
Migrating from email marketing platforms to marketing automation tools can be a lengthy process based on your amount of existing content. Still, the advantages offered by modern and flexible tools surpass any hiccups that companies might stumble upon in the process. Systems such as Sugar Market offer all the necessary features for a smooth transition, from Landing Page Builders to Web Form Builders and Email Builders.
Want to learn more about our migration process? Need assistance picking the right marketing automation tool for your company? Reach out to us -- we’re eager to help!
Sugar’s robust suite of customer experience solutions is changing the game for organizations everywhere. At the heart of Sugar's fully integrated platform is a simple and consistent experience — one that’s tailored to each user’s unique needs and ways of working across any device. It’s how two million users are already closing deals faster and creating customers for life, without spending countless hours digging for data.
W-Systems delivers sales and marketing solutions on a foundation of CRM to help customer-facing teams increase revenue and solve business problems. With over two decades of industry experience, we help organize information, create efficient processes and measure results.
W-Systems provides solutions around CRM including Marketing, Document Automation, Business Intelligence, Communications, and Cloud Computing. We are Certified Partners of top vendors including SugarCRM, DocuSign, AWS, Act-On, GoldMine, and Amazon QuickSight.