StructuredWeb Migration Agency Partner

As a StructuredWeb Agency Partner, Macro is highly skilled in migrating to new channel marketing platforms, and our experts are here to support you in navigating the transition effortlessly through detailed planning and implementation.

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Marketo Consulting

Why Macro recommends StructuredWeb

By combining Macro's expertise in channel marketing operations with StructuredWeb's innovative technology, clients can:
  • Enable channel partners to reach and acquire more customers through localized, plug-and-play, multi-touch campaigns
  • Access a dedicated team of global marketing concierges for partner relationship management and advisory services
  • Seamlessly manage leads and opportunities while tracking ROI

Support available as needed

  • Project Manager
  • Partner Relationship Management Portal Expert
  • Marketing Platform Audit
  • Database Audit
  • CRM Sync Review

Macro will be your migration powerhouse

Macro’s team of PRM/TCMA experts will closely work with you for the migration plan, but here is a step-by-step agenda that we’ll go through:
1
Data Inventory and Preparation
  • Determine what data needs to be migrated, such as:
  • Contact information (leads, partners)
  • Marketing assets (images, documents, videos)
  • Campaign data (history, performance metrics)
  • Email templates and workflows
  • Ensure data consistency and accuracy. This might involve:
  • Removing duplicates
  • Correcting errors
  • Standardizing formats (e.g., date, currency)
  • Mapping data fields to StructuredWeb's equivalent fields
2
Platform Familiarization
  • You’ll gain a thorough understanding of StructuredWeb's functionalities, with a focus on your current marketing processes
  • We’ll coach your team how to customize the platform to match your specific needs and branding
3
Data Migration
  • Decide on the most suitable method, such as:
  • Manual Data Entry: For small datasets, manual entry might be feasible
  • CSV Import: Use CSV files to import bulk data
  • API Integration: For complex data migrations, API integration can automate the process
  • Perform test migrations to identify and resolve any issues before the full migration
4
Asset Migration:
  • Transfer images, documents, and other assets to StructuredWeb's asset library
  • Create a logical folder structure to easily find and manage assets
5
Campaign and Workflow Migration
  • We’ll help you replicate your existing campaigns in StructuredWeb, including:
  • Email campaigns
  • Landing pages
  • Social media campaigns
  • Webinars and events
  • Reconfigure your marketing workflows to leverage StructuredWeb's automation capabilities
6
Testing and Validation
  • Test all migrated data, campaigns, and workflows to ensure they function correctly
  • Verify that all data has been migrated accurately and without errors
  • If you have integrations with other systems (e.g., CRM, ERP), test their connectivity and data flow
7
Go-Live and Post-Migration Activities
  • Train your team on how to use StructuredWeb effectively
  • Plan the launch of StructuredWeb
  • Track key metrics to assess the effectiveness of the migration and identify areas for improvement
  • Regularly review and optimize your marketing processes in StructuredWeb to maximize results
8
Additional Tips:
  • Leverage StructuredWeb team’s expertise for further guidance and assistance throughout the migration process
  • Use a checklist to track progress and ensure all steps are completed
  • If necessary, schedule downtime for the migration to minimize disruptions to your marketing activities
  • Develop a Backup and Recovery Plan. It’s always a great idea to have a plan in place to restore data in case of any issues

Why Macro

Macro is a natural extension of your B2B global marketing team. As an agency with team members and resources located around the world, we know exactly what your challenges are and how to tackle them.

Global marketing teams that work with us see the following benefits
  • Agile resources to operationalize GTM strategy
  • Faster execution of projects with flexibility
  • More value from your marketing tech investments
  • Cost-effective campaigns, better engagement and more qualified leads
Don’t just take our word for it — check out the case studies of clients who have benefitted from our services.

Bonus Tips

Consider partnering with a B2B marketing agency specializing in your industry that understands the market.  At Macro, our expertise can help you get more value from your tools investments and implement solutions that accelerate your growth.

Talk to Macro today, and we’ll help you get your marketing plan going!
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