On this episode of SmartBug on Tap, Jen Spencer shares some recommendations on how to migrate a Marketo instance.
Jen will share:
- A few questions to work through with your team to help determine your goals.
- A short list of people who should know their roles in advance.
- How to deep clean your CRM to prepare for your migration
- How to organize your current marketing platform
- And more!
Links Mentioned
- Your Complete Marketo Migration List
- Marketo's Setup Checklist