7 steps to help you prepare for a marketing cloud/email service provider transition
Is the prospect of moving to a new cloud or email service provider daunting? Columnist Jose Cebrian shares tips to help you prepare for and implement the new technology to ensure it goes smoothly.
When making a move to a new provider of cloud or email services, the number one consideration is to leave yourself enough time to administer the procurement process and create an orderly transition.
For large companies, a migration tends to include several interconnected dependencies and systems. Too many times we see request for proposals without enough consideration for when the existing contract is up — or no RFP at all. This puts everybody in a bad position. You, the client, are likely coming up on a contract expiration that is immovable. The time of 30-, 60- or 90-day extensions seems to be in the past.
If you’re planning to make a move, you must be ready to leave your existing platform behind on the day your contract ends.
In general terms, you should allow at least eight months to prepare for and implement this transition. For some, it will be even longer. For others, it may be shorter. Following are the key components.
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