Step Up Your Game: How To Make The Switch To A Better Marketing Automation System

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Step Up Your Game: How To Make The Switch To A Better Marketing Automation System

So you’ve given marketing automation software a chance... and it failed you. What went wrong? Was it too complicated? Were there too many bells and whistles? Was your software installed correctly? The questions pile on as the system fails you, but the real question you should be asking yourself is: did I get the right product?

Often times, especially with small businesses, certain kinds of marketing automation software can be incompatible with the needs and uses of the business. But that doesn’t mean that all marketing automation software is going to fail you. In fact, quite the contrary. All marketing automation software systems are not created equal; some are better and more efficient than others. And some are made with businesses like yours in mind.

So before giving up on marketing automation software in general, why not try switching to another, more compatible system? While it can be a process, we are here to help simplify the journey for you.

Start With a Plan

The first step to switching to a new marketing automation system is to reflect on your old system. Think about what worked, what didn’t, and where the improvement needs to be. Then, based off of the performance of the old software, set goals for the new software, so that you can test how successful it is. While it is best to go in with realistic expectations and understand that drastic change takes time, you should set a time to reevaluate the new system after a few months of use to see how it is working. With these preplanned goals, you’ll be able to keep your company on track throughout all the changes.

Prepare Your Data and Information

Before making the switch to a new marketing automation software, you are going to want to make sure you have everything backed up before deleting or transferring files. From your clients and leads’ contact information, to financial accounts, to employee logins, just about everything is likely saved in your current marketing automation system. So before pulling the plug on the current system, make sure you have all your data saved, recorded, and backed up in other places to ensure that you don’t lose anything you need as you switch software programs. While it seems very simple to do so, many either assume their files are already saved, or forget entirely, and end up losing valuable data after the switch. Don’t let that be you!

Follow Your IT Leader

Upon installing your new marketing automation system, you’re going to want to play by the rulebook. While you might be tech-savvy and independent, don’t blow off the IT helpers when they offer to help. These IT folks are experienced in dealing with the new technology you are trying to install, and they likely know it much better than you do. Instead of fumbling your way around the manual, let them help you so you make sure everything is done correctly. Plus, this way if anything is messed up after, you can come back to the IT person who set it up and they can help you fix the issue, or at the very least, the company can know that you are not accountable for the issue. When setting up your new software, its best to leave your pride on the shelf and get the help you need.

Ultimately, switching to a new marketing automation software will require a bit of work. But compared to the current system you have, it might just be worth it in the end. Marketing automation software can take your business to the next level, if you find the right fit for your company.

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