Just as birds fly south for the winter, marketers often find themselves flocking to a more comfortable, welcoming location: a new cross-channel marketing platform. Ok, sure, it’s a different type of migration, but the metaphor still holds.

If the idea of migrating to a new cross-channel marketing platform makes you take a huge deep breath—one laced with panic and stress—have we got the guide for you.

Let’s look at the silver lining of embarking on a platform migration: you have a clean slate. You get to start fresh, clear away any cobwebs, and configure the most effective and efficient martech stack.

This guide outlines the key steps you and your team should take to help you get there:

• Defining Your Goals and Quick Wins
• Organizing Your Team and Your Campaigns
• Standardizing Your Data
• Owning Your Technical Integration