Platform Migration

Movin’ on up.

Marketers put so much effort into email marketing platforms over time that it seems like a daunting task to make the move to a more robust platform, and move everything. The question becomes is the trade-off worth it. To answer this question, a clear understanding of why the move is being considered, the hard and soft costs, and the time it will take all need to be considered.

Why move? This question seems to be the easiest to answer. Some features are missing from the existing platform and the move to a new platform will fill the gap. List of the ones you have and the ones you want, then do a side-by-side with the new platform to make sure you’ll get the features you are using and be able to level up with new features that should be game-changing to how you are marketing.

What are the hard and soft costs? The hard cost is how much you currently pay and how much you will pay. The soft relates to the value of the resources and time to get something new up and running. Although budget should be a driving cost, sometimes the investment in the change far outweighs what you might be paying from a dollar standpoint.

How much time will it take? If you have hundreds of active campaigns and programs expect this to take a while. Also, think about the time it will take to onboard team members to the new platform. There is an opportunity cost with taking your eyes off of other things, it doesn’t mean it’s not the right thing to do, but it is definitely a factor to take into consideration.

We see many clients who decide to start from scratch at a certain point in time, move nothing, and see great success quickly. Others are tied to their existing assets and programs and find it challenging to get going. Our best tips to make sure migration is successful:

  1. Take everything into consideration and make an informed decision.
  2. Be planful. Follow the plan.
  3. Don’t forget to shut the old system off.

Leadous helps clients through the migration process every day. Let us help you determine in a new platform is necessary and how to make the transition as smooth as possible. Reach out to one of our experts today by simply clicking here.

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