On this episode of SmartBug on Tap, Jen Spencer shares some recommendations on how to migrate a Marketo instance.

Jen will share:

1. A few questions to work through with your team to help determine your goals.

2. A short list of people who should know their roles in advance.

3. How to deep clean your CRM to prepare for your migration

4. How to organize your current marketing platform
5. And more!

Links Mentioned

• Your Complete Marketo Migration List
• Marketo's Setup Checklist