A proven migration methodology

edynamic has a proven migration process that has been used to seamlessly migrate Marketing Automation Platforms for many Fortune 500 organizations. We can help set up all the vital elements of the tool using known best practices through deep experience with multiple Marketing Automation technologies.

The edynamic methodology ensures a successful automation platform migration that focuses on your specific needs and uses proven techniques to ensure a smooth transition. We consult with you to understand your specific goals for the migration and how you want to use your platform moving forward.


edynamic works with you to get to a desired blueprint of how you want your new system to be set up moving forward; not a replication of how things were set up in your old platform.

System Audit & Design

edynamic conducts a system audit to understand your current use of the tool, programs, assets and database to design a custom migration.


During the implementation we will do the basic Marketing Automation configuration as well as database clean-up and movement, asset migration and system integrations.

Training & Support

edynamic prepares end users with training and short-term or ongoing support to ensure that you get the information and tools you need to succeed with the platform post-migration.


Caroline Schmid

VP, Demand Generation

An accomplished marketing leader with
15+ years of experience in creating marketing strategies and multi-channel programs for Fortune 500 companies

Download the guide

Please Enter Name
Please Enter Company Name
Please Enter Email
Please Enter Phone Number
I would like to receive more great content like this
Salesforce Marketing Cloud Consultants
Eloqua Gold Partner
Salesforce Pardot Experts
Marketo Specialist