A couple of months ago the marketing team at Uberflip started kicking around the idea of switching from HubSpot to another more robust system. As we grew our marketing and demand generation campaigns, we needed a more customizable tool that had a deeper integration with Salesforce and would scale well, both operationally and financially.

HubSpot was a great tool to start building our processes for campaigns with, but as we got more complex, we hit certain limitations. The lack of customization options and no Salesforce integration started to hinder our efforts. For example, we couldn’t create our own Lifecycle stages to reflect the realities of our marketing funnel.

When we started the quest to migrate to a different platform, it came down to Marketo and Pardot. The platforms are very similar, each with their own specific quirks and areas where they excel. Ultimately, the winner was Marketo (despite the Pardot sales team making many house calls at the office).

Migrating systems of any kind is a monster project. I’ll share some experiences and process below in case anyone going through their own migration finds it helpful. For context, our team is four people, we have a current contact DB size of 90,000+, and a large number of creative and operational items.

Please note: This is the migration from our internal marketing perspective and there were no changes to our Uberflip Platform integrations with major Marketing Automation platforms.