Implementing marketing automation is one of the smartest decisions a company can make, and it will soon pay itself off in returns. Nonetheless, the process of database migration is often feared by businesspeople, as many worry it will be more time-consuming and costly than it’s worth. However, database migration is actually much easier than it sounds, and once all company data has been consolidated into the new marketing tools, the daunting task of data analysis becomes much easier and more effective. Here are some tips to simplify the migration process, so your organization can start reaping the benefits of enhanced data analysis.
1. Assess all data. Take stock of all the various datasets across all departments and branches to determine the scope of the task before you.
2. What’s your goal? While the end goal is obviously to merge all data completely, decide on a more immediate goal from the process. Are you hoping to improve your view of the customer? Are you hoping to consolidate financial data to enhance budgeting? Determine the core advantages you hope to gain from your new software, so you can approach the migration process strategically and in order of priority.
3. Clean the data. Though not essential, it’s highly recommended. In the same way that data silos will result in an incomplete view of the customer, dirty data will result in an incorrect view of the customer, which inevitably compromises the effectiveness of your marketing strategy. By cleaning the data before migration, you can start fresh with your new software and enjoy more accurate, up-to-date, and complete data analysis.
4. Prioritize your data. For a company that has multiple departments or branches, you can’t consolidate all of the data over night. Make a list of the departmental data that is of greatest priority to your goals, and start by merging that data first.
5. Plan for the future. Your current data needs won’t always stay the same. Prior to migration, consider your future needs as a company, so you can minimize the need for additional migrations down the road.
6. Consider scaling needs. Prior to deciding on a marketing automation software, you hopefully considered your core needs from the software. Ensure all data is being migrated to a platform that meets your current storage needs, as well as provides scalability, so all future storage needs can be met.
7. Use the cloud. While your business may have to undergo yet another database migration in the future, by migrating all data to the cloud, you can drastically reduce the complexity and time constraints of migrations.
8. Use a software with built-in migration tools. Perhaps the most critical tip, the right software can save you hours of time and headaches. Many marketing automation tools come equipped with tools that make the data migration process easier. By finding a high-quality software with built-in migration tools, you can considerably ease the transition.
Database migration is a loathsome term in the business world. Yet, it really isn’t as challenging as it sounds. Use technology to your advantage by implementing marketing automation tools that have built-in features to ease the migration. Provided you consider all future scaling and data needs, approach the migration strategically, and utilize a cloud-based platform, data migration can be accomplished efficiently.
ReachForce helps marketers increase revenue contribution by solving some of their toughest data management problems. We understand the challenges of results-driven marketers and provide solutions to make initiatives like marketing automation, personalization and predictive marketing better. Whether you have an acute pain to solve today or prefer to grow your capabilities over time, ReachForce can unify, clean and enrich prospect and customer lifecycle data in your business, and do it at your own pace.