5 Steps to a Seamless Marketing Automation Migration

Lunch and Learn with Salesforce

Tuesday, May 7
12:30 PM - 1:45 PM
Ballroom C

As a lean marketing team at InsideView, a rapidly-growing sales and marketing intelligence software, the need for a robust marketing automation system that could help balance classic, demand generation B2B marketing tactics with newer account-based techniques was a necessity. Unfortunately, their existing marketing automation wasn't cutting it. That sparked a 4 month long evaluation process which led to a successful marketing automation migration. Join Tracy Eiler, CMO at InsideView, as she walks through the questions and considerations she uses to help her evaluate marketing technology vendors, and how her team successfully migrated to a new platform in less than 8 weeks. Attendees will learn:

  • Why integration, independence, and insight are the secret-sauce to marketing success

  • Making the case for a new MAP to your executive team

  • Reasons to switch decision making processes

  • Risks involved with migrations and how to address them

  • A successful migration path template


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Tracy Eiler has been driving marketing strategy at both cloud and traditional enterprise technology companies for more than 25 years. At InsideView, Tracy leads the end-to-end marketing strategy and initiatives, including the sales development function. She's built that function in three different companies, and has a unique view on combining inbound and outbound strategies, and grooming the next generation of sales people. Tracy was recently named a B2B Demand Marketing Game Changer, is included in the Top 20 Women to Watch in Sales Lead Management, and in the Top 30 Most Influential Women in B2B Marketing Technology. She is the co-author of a business book (October 2016, Wiley), called Aligned to Achieve, about sales and marketing alignment.

Tracy Eiler, Chief Marketing Officer