Considering a move to HubSpot but daunted by the complexity? This episode dives deep into the intricate world of marketing automation platform migration, specifically focusing on transitioning from Salesforce Marketing Cloud (including Engagement and Account Engagement, or Pardot) to HubSpot. Join us as we uncover why businesses make this crucial switch – from overcoming technical complexities and resource-heavy platforms to addressing fragmented reporting and escalating costs.

Walk with us through the strategic process MarCloud follows to ensure a smooth, end-to-end migration, transforming a potentially overwhelming task into an opportunity to refine operations, simplify your tech stack, and boost ROI. 

In this episode, we'll specifically tackle "The 7 Sins of HubSpot Data Migration" and provide actionable strategies to avoid them, including:

• The Sin of Sloppy Planning: Why simply "lifting and shifting" is a recipe for disaster, and how to define what truly needs to come over, including historical engagement and scoring models.

• The Sin of Dirty Data: The critical importance of data hygiene, from removing duplicates to standardising formats, to ensure clean, usable, and compliant data in your new HubSpot system.

• The Sin of Mapping Mayhem: Understanding the differences in property handling between Salesforce and HubSpot to prevent loss or corruption of vital information.

• The Sin of Compliance Complacency: Navigating the legal landscape of data migration, especially regarding PII and consent under regulations like GDPR and CCPA.

• The Sin of Asset Amnesia: The often-overlooked challenge of rebuilding marketing assets like emails, landing pages, and automations, as they don't transfer automatically.

• The Sin of Integration Ignorance: How to maintain seamless data flow and functionality with third-party tools, from CRMs to webinar platforms.

• The Sin of No Testing or Contingency: The absolute necessity of thorough testing and having a rollback plan to prevent major disruptions and build confidence in your new platform.

Learn about MarCloud's comprehensive migration approach, from discovery and solution design to data and asset migration, platform configuration, tailored user training, and crucial go-live support. Discover how a strategic approach, focusing on a Minimum Viable Product (MVP), can save you from delays and overstretching your team.

This episode is a must-listen for marketing managers and directors looking to transition from Salesforce Marketing Cloud to HubSpot, focusing on strategic planning, expert execution, and post-migration optimisation for long-term success.

https://marcloudconsulting.com

Speak to MarCloud's Founder and CEO here: https://www.delphi.ai/tom-ryan