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Tactical Support/

CRM & Marketing Platform Migrations

Useful when...

  • Determining the right CRMs or marketing platforms for your particular content and marketing needs.
  • Planning a data migration from competing systems.
  • Your legacy systems have been replaced, and employees need training or support materials.

Overview

Marketing platforms and Customer Relationship Management (CRM) technologies are becoming more accessible, affordable, and small-business friendly every day.

These platforms allow companies of all sizes to host their websites, and market to, organize, or track communications with their leads and existing clients. Now that many of these systems offer relative advantages for organizations at nearly every stage of maturity, finding the right one can be challenging.

Why Salted Stone?

Our team is completely platform-agnostic.

Though we’re most familiar with market leaders like HubSpot, Salesforce, and Marketo, Salted Stone is capable of setting up and migrating your website, blog, or CRM to and from nearly any system.

What this engagement might look like

From vendor evaluations to full platform transfers, we're ready to set up your portals and set you up for success.

These projects typically don’t require an associated strategic engagement, and are usually possible with very little stakeholder involvement, so our skilled technical marketing operations specialists can efficiently, safely, and effectively transfer your content or provide consultations based on your stated goals.

All that sound good?

Start the conversation.

Schedule a Consultation