We are in the process of working to re-deploying a new Microsoft Dynamics CRM environment later this year, and as a result we are also preparing to set up and transition to a new Marketo instance.
We have been in contact with our CSM with Marketo and they are aware of our project and will assist with standing up the instance, but I'm trying to gather some information on what our team can expect when we get to the point of starting to move our assets, programs, and lead database to our new instance.
Does anyone have any insights into how the process worked for them? When it comes to actually moving assets to the new instance, what does that process look like? How long did you prepare for the transition and how long did the transition take for your team? We're trying to gather insights into what the actual work consists of.
Please let me know of any clarifying questions and I appreciate the insights!
I am currently working with Adobe on a similar instance migration as a part of MSD CRM cloud migration.
The process for us was quite intensive due to sheer database, activities, and program database size. However, Adobe professional services team were great to work with and planning the migration.
The program and asset migration are done by scripted migration and Adobe will essentially clone your current instance and build it in a new instance. Having said that, it is an elaborate process as all the configurations, integrations and administrations will be changed and will need to be implemented and tested. Thus, you will need your Marketo Administrators, CRM Administrators to work with Adobe throughout the migration process.
When you are planning for a migration, I would suggest keeping a few key things in mind to ensure your process is smooth.
A good and thorough explanation!
One other thing I would bear in mind is that your activity history in its core will not migrate along. So there might be some work arounds you may want to put in place or some custom activity data that you may want to copy across.
Thank you for your insights here, they are very helpful!
If I may ask a few additional questions about your experience so far:
- What does your direct team look like that is involved with your project? Do you have a team of 3, 5, more than that?
- Did you identify a cut off for programs, campaigns, assets, etc. that would not be transitioned over to your new instance? We're looking migrate only things created or in use in the past 365 days, maybe a little longer but wondering if you put anything like that in place for your project?
- Regarding your support from Adobe professional services - were there additional support costs associated with that relationship? You don't need to speak to specific costs but just trying to understand additional support options we may need.
Please let me know if you have questions but again I appreciate your input!
Please find my comments next to your questions below: