Adobe Marketo Migration Expert Help

Migrating to Adobe Marketo from another marketing automation platform is a complex process that can involve multiple teams, from marketing to sales and IT. However, with careful planning and execution, it can be a smooth transition.

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Why Work with Macro to migrate to Adobe’s Marketo?

Macro is an Adobe Marketo bronze partner based in Toronto, Canada with certified Adobe Marketo experts who can work as a natural extension of your team.  Don't just take our word for it - let our track record do the talking. With hundreds of successful migration projects under our belt and a handful of industry certifications, we are the Adobe Marketo business partners you've been looking for.

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Step-by-step guide to help you navigate a Marketo migration

Here's an in-depth look at the Adobe Marketo migration process:
1
Planning and Assessment:
  • Define Objectives: Clearly outline the goals of the migration. What benefits do you expect to gain from using Adobe Marketo?
  • Assess Current System: Evaluate your existing marketing automation tool. Identify its strengths, weaknesses, and limitations.
  • Gap Analysis: Compare the capabilities of your current tool with Adobe Marketo's features. Identify areas where Adobe Marketo can provide additional value.
  • Data Inventory: Create a comprehensive inventory of your data, including contacts, leads, accounts, deals, campaigns, assets and forms.
2
Data Migration:
  • Data Cleansing: Cleanse and standardize your data to ensure accuracy and consistency. Remove duplicates and address any data quality issues.
  • Data Mapping: Map the fields and attributes in your current system to their corresponding fields in Adobe Marketo.
  • Data Extraction: Extract your data from your current system in a suitable format (e.g., CSV, XML).
  • Data Import: Import the extracted data into Adobe Marketo. Ensure that the data is imported correctly and without errors.
3
Adobe Marketo Configuration:
  • User Setup: Create user accounts in Adobe Marketo and assign appropriate permissions based on roles and responsibilities.
  • Workspace Setup: Configure workspaces to organize your Adobe Marketo instance and improve collaboration.
  • Integration Setup: Integrate Adobe Marketo with your CRM system, email service provider, and other relevant tools.
  • Lead Scoring and Nurturing: Set up lead scoring models and nurturing programs to guide your marketing efforts.
4
Asset Migration:
  • Email Templates: Migrate your existing email templates to Adobe Marketo, ensuring that the design and content are compatible.
  • Landing Pages: Recreate your landing pages in  Adobe Marketo, preserving the original design and functionality.
  • Forms: Migrate your forms to Adobe Marketo, ensuring that they integrate seamlessly with your website and CRM.
  • Assets: Migrate other assets, such as images, documents, and videos, to Adobe Marketo.
5
Testing and Validation:
  • Functional Testing: Test all aspects of your Adobe Marketo configuration, including email delivery, form submissions, landing page functionality, and lead scoring.
  • Data Integrity: Verify that your data has been migrated accurately and without errors.
  • Campaign Testing: Test your marketing campaigns in Adobe Marketo to ensure they are functioning as expected.
6
Go Live and Ongoing Management:
  • Cutover: Schedule a cutover date and plan for a smooth transition to Adobe Marketo.
  • Training: Provide training to your marketing team on how to use Adobe Marketo effectively.
  • Monitoring and Optimization: Continuously monitor Adobe Marketo's performance and make necessary adjustments to optimize your marketing efforts.
7
Additional Considerations:
  • Migration Tools: Consider using specialized migration tools to automate the process and reduce the risk of errors.
  • Professional Services: If you lack the internal resources or expertise, consider hiring a professional services firm to assist with the migration.
  • Data Security: Ensure that your data is secure throughout the migration process.

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