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If you’re thinking of transitioning to a new marketing automation platform, you’re far from alone. We’ve seen companies make the move even after spending years with well-known marketing automation platforms and email marketing tools.

Having the right marketing automation platform in place is one of the best ways to cultivate customers for life. It’s your ticket to creating meaningful connections with new customers and strengthening relationships with existing ones. But first, you need to set the stage for long-term success. Whether you’re just getting started with marketing automation or are planning to migrate to new software, it all starts with your setup.

In this guide, you’ll discover:

  • The essentials of a strong marketing automation program
  • Best practices to get more from your platform
  • Practical insights for a smooth transition