“What I enjoy most about working with the team at MAC is that they understand our business and feel like a part of the team. They discuss the scenario, best practices and various alternatives, all the while educating us on the platform.”
Whether you’re migrating from one MA or CRM platform to another, or merging two different instances together, we have the expertise to make your process as smooth as possible. We understand that your MA and CRM platforms are the lifeblood to your pipeline. We take that seriously.
We ensure your migration is implemented efficiently, thoughtfully, and according to best practices so you can be confident that you will emerge with a system that serves you well.
We recognize your project’s scope and characteristics depend on the size and complexity of your database and content. Our system migration process includes:
A great strategy must be backed with great execution. We do the heavy lifting of moving your campaigns and programs from one instance to another, reconfiguring per design, QAing and testing. The result is an efficient, timely, and error-free configuration, a smooth go-live, and a foundation which your team can rely on.
We understand that everyone has different priorities and budgets. We listen to your needs, and work within them for a fully customized solution. We review your challenges, goals, and business priorities, and customize your new instance to meet your technical requirements, while ensuring it can scale with your business smoothly for years to come. The result is a system that serves your business needs, without the unnecessary expenditure in places you wont get value from.
Best Practices
Our consultants dive deep into your processes and strategies to suggest the best solutions, tools, and integration methods. Our review includes:
Test Third-Party Apps
We specialize in identifying and integrating third-party apps and extensions into your new instance, addressing any compatibility issues and unlocking new possibilities for your growth.
Set Up Redirects
We ensure that your current team or customers can still access your system during the transition, minimizing disruptions and maintaining a positive user experience.
Comprehensive Testing
We thoroughly test all automation sequences and triggers to ensure your new platform works perfectly. We’ll identify any discrepancies that require attention.
Data Cleansing
Our data cleansing process ensures your data is ready to use on your new instance by eliminating data loss, updating outdated data, removing duplicates, and fixing inaccuracies.
Data Conversion, Standardization, and Transfer
We assess data formats in each system, convert them into a new format for your instance, and map each data element to ensure a seamless transfer without losses.
Data Backups and Testing
We prioritize data backups and conduct comprehensive tests to ensure everything is correctly set up, double-checking every detail for reliability.
Asset Migration
We rebuild the necessary campaigns, automation, emails, nurture programs, landing pages, forms, lists and more, so you can quickly and easily pick up where you left off after go-live.
Aggregated Reporting
We update reporting and analytics according to your needs, providing a holistic view of your operations and results.
KPI Definition
In collaboration with your team, we define goals, KPIs, and metrics for your new instance. We’ll implement a framework to track and measure progress effectively.
Progress Reporting
We set realistic goals and expectations, provide KPIs to measure results, and continuously report on your project’s status.
Training with Experts
Our experts provide hands-on training and guidance to ensure your staff quickly becomes proficient with the new system.
Ongoing Support and Maintenance
Whether you need someone to help with general maintenance on your behalf, or run questions by as needed, we have multiple contract types to support you on an ongoing basis, to keep your new instance up to date and running flawlessly.
The MAC team came to the rescue! We didn’t have an in-house Marketo expert, and I was definitely in over my head with a Marketo migration. Post-migration, we continue to leverage the team for day-to-day operations, CRM integration, marketing design/strategy, campaign development (build/test/deploy), and analyzing campaign performance. Highly recommend!
Tracy H
Sr. Content Strategist
Small-Business (50 or fewer emp.)
Not only is MAC responsive, but best in class with their advice and best practices for set up. However, they 100% work with clients to meet individual company needs and workflow. They listened to our needs, drafted a very detailed project management timeline and communicated with many moving parts/departments internally. And we had fun while we completed the project.
Manager/Operations in Information Technology and Services
Mid-Market(51-200 employees)
Very responsive, great attention to detail, easy to work with, excellent Marketo knowledge, caught other vendors errors before project was released to the public which was big, very reasonably priced and no retainer required.
Marlaine H
Mid-Market(51-200 employees)
What I enjoy most about working with the team at MAC is that they understand our business and feel like a part of the team. They discuss the scenario, best practices and various alternatives, all the while educating us on the platform.
Emma C
General Manager Marketing
Loved the fact that I could connect with a consultant on a personal level, where they were able to understand my needs and intentions. This made the entire process much easier and effective.
Alex B
Digital Marketing Specialist
Marketing & Advertising
Marketing Automation Canada helped us expand our usage of Marketo, building custom landing pages, a preference center, custom reports, data clean-up and more. They were also available to answer a plethora of questions as I worked to develop other aspects of the program.
Bailey D
Senior Marketing Coordinator
Higher Education
What I enjoy most about working with the team at MAC is that they understand our business and feel like a part of the team. They discuss the scenario, best practices and various alternatives, all the while educating us on the platform.
Samantha P.
Marketing Manager
Medical Devices
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Marketing Automation Canada offers expert MA and CRM services. Our certified consultants specialize in Marketo, Salesforce Sales Cloud, HubSpot, Salesforce Marketing Cloud, Eloqua, Pardot and Microsoft Dynamics 365 platforms. We can assist with implementations, migrations, mergers, integrations, system audits, solutions architecture, custom development, consulting, design services, website development, website maintenance, database management and nurture strategies.
