Migrating to Marketo from another Marketing Automation Platform? Read this First

By Lisa Heay Senior Marketing Consultant at Heinz Marketing
I don’t know everything about Marketo – that’s for certain – but even being a twice-Marketo Certified Expert with close to 10 years of experience under my belt, I still find myself with tons of questions when setting up new instances. Especially when every company, business, and workflow is unique.
Marketo Help docs are great for walking you through the initial set up if this is your first marketing automation rodeo, but what if you are moving from one Marketing Automation platform to another?  You already have integrations and workflows in place, and you’re not going to turn off one system for two months while you set up the next.  You have a business to run.
There is a surprising lack of information provided on this scenario, and a TON of conflicting recommendations on the Marketo Community.  So, here are a few things that I’ve