Summit US Lunch and Learns Salesforce Lunch and Learn

5 Steps to a Seamless Marketing Automation Migration

Tuesday May 7, 2019 | 12:30 PM - 1:45 PM

Sponsor Name: Salesforce

Speaker: Tracy Eiler, Chief Marketing Officer, InsideView

As a lean marketing team at InsideView, a rapidly-growing sales and marketing intelligence software, the need for a robust marketing automation system that could help balance classic, demand generation B2B marketing tactics with newer account-based techniques was a necessity. Unfortunately, their existing marketing automation wasn't cutting it. That sparked a 4 month long evaluation process which led to a successful marketing automation migration. Join Tracy Eiler, CMO at InsideView, as she walks through the questions and considerations she uses to help her evaluate marketing technology vendors, and how her team successfully migrated to a new platform in less than 8 weeks. Attendees will learn:

  • Why integration, independence, and insight are the secret-sauce to marketing success
  • Making the case for a new MAP to your executive team
  • Reasons to switch decision making processes
  • Risks involved with migrations and how to address them
  • A successful migration path template

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