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Not long ago, SugarCRM did what every marketer fears most: We switched marketing automation platforms. After storing years’ worth of prospect and customer data in one software solution, the business took the leap and migrated everything over to an entirely different provider. From marketing professionals at the Cupertino, California headquarters to sales representatives stationed across Europe, Latin America and Asia, every frontline employee was committed to transitioning to an all-new system for communicating with contacts and scoring leads. We put together how we did it and what we learned in this guide.

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