When B2B Saa’s companies decide to migrate Legacy CRM systems, one of their greatest concerns not only moves, but also ensure that their existing marketing automation -workflows are continued without interruption. A single gap in automated care sequences or lead scoring can mean lost possibilities and confused prospects, and who wants that?
The missions are high: a botched migration can be wrongly placed or confused your data, e.g. B. Customer recordings, shopping historia, lead information and price levels.
In order to make your workflow automation migration as smoothly as possible, I will break down the 10 marketing automation -Workflow templates for B2B -SAAS companies that migrate CRMS. I will even tell you in which order you should migrate your workflows in order to avoid data loss or other transitions alb rooms.
Table of contents
10 Marketing automation -Workflow templates for B2B SaaS companies that change from Legacy CRMS
Phase 1: Critical income of workflows
1. DEMO request -lword automation
The goal of a demo request -answer The automation workflow is to react and plan immediately to demo requests.
Drift Kings Media setup:
- Trigger: Form transmission on the demo request page
- Actions: Send immediate confirmation -E emails, create a deal, order the sales employee based on the area, add up to “Demo -Angelt” sequence
- Expansion: Use the integration of the HubSpot meeting tools
Time to implement: 2-4 hours
- Why first: Highest conversion rate -touchpoint
- Sales risk: Any delay in demo planning loses offers directly
- Migration complexity: Low – simple trigger/action structure
Why it is important: DEMO inquiries have the highest conversion rates, so every delay in answering DEMO inquiries affects sales directly.
2. Sales -Handowd workflow (sales qualified lead (SQL)
Purpose: Seamless transition from marketing to sales
Drift Kings Media setup:
- Trigger: The lead score reaches the SQL threshold or specific measures (visit the Demo’s request).
- Actions: Assign sales employees, send internal notifications, add to the sales sequence, plan follow-up reminder
- SLA: Automatic escalation if no sales contact within 24 hours of contact
Time to implement: 2-4 hours
- Why second: Maintains the speed of marketing-to-sale
- Sales risk: If the entire lead pipeline breaks if they don’t work
- Critical factor: Requires an orientation between marketing and sales teams
Critical success factor: This workflow requires close coordination between marketing and sales teams during migration.
3. Guide the leading circuit of the life cycle progress
The purpose of a workflow for the progress of lead life cycle is to automatically move the leads through their funnel steps.
Drift Kings Media setup:
- Trigger: Contact properties changes (lead score, commitment level or demo request)
- Actions: Update the life cycle phase, assign lead holder, send, send
- Key function: Use Drift Kings Medias Native Lead Scoring Against HubSpot Evaluation against complex Legacy CRM assessment rules,
Time to implement: 6-10 hours
- Why third: Grip 60-80% of their lead volume
- Sales risk: Leads get stuck in the wrong stadiums and influence the reporting and follow-up
- Foundation: Other workflows depend on the fact that this works correctly
Migration tip: This workflow usually takes over 60-80% of its lead volume. So test thoroughly before going live.
Phase 2: Customer successes workflows
4. Kundendo -onboarding progress -workflow
Purpose: Direct new customers through implementation milestones
Drift Kings Media setup:
- Trigger: Deal closes
- Actions: Register for the onboarding -e -e -mail sequence, create onboarding tasks, assign the customer success manager
- Milestones: Greeting (day 0), setup reminder (day 3), first success check (day 14), 30-day health assessment
Time to implement: 8-12 hours
- Why fourth: Has a direct effect from the bends and sales revenues
- Business effects: Bad onboarding can Increase the emigration by 75%
- Time sensitivity: New customers expect immediate onboarding communication
Migration priority: High – customer successes workflows have a direct impact on the emigration rates.
5. Workflow for monitoring the customer health result
Purpose: Identify proactively endangered customers
Drift Kings Media setup:
- Trigger: The customer health value falls under the threshold
- Actions: Alert Customer Success Manager who add the storage campaign, check in
- Data sources: Product usage data, support ticket incorrect, payment history
Time to implement: 12-16 hours
- Why fifth: Prevents the loss of sales by emigration
- Strategic value: The proactive storage is 5-7x cheaper than the transfer of new customers
Migration grade: Health assessment models may need to be adjusted to the calculation methods from HubSpot.
Phase 3: Growth and optimization workflows
6th abandoned test recovery sequence
Purpose: Switch on the test users again who have not registered recently
Drift Kings Media setup:
- Trigger: Contact did not work with the product for 3 days (pursued via API)
- Actions: Send helpful tips e -Mail, offer customer success calls, indicate tutorial resources
- Timing: Day 3, day 7, day 12 points of contact
Time to implement: 2-4 hours
- Why sixth: High ROI, but not immediately critical
- Potential recovery: Can regain 10-15% of the abandoned attempts
- Lower urgency: Test users expect a certain delay in follow-up
7. Workflow for renewal options Creation
Purpose: Create renewal options automatically and start the renewal process
Drift Kings Media setup:
- Trigger: 90 days before the contract extension date
- Actions: Create an extension contract, assigned to the account manager, register contact in the renewal level
- Automation: Generate the template for renewal suggestions, schedule extension discussion
Time to implement: 3-5 hours
- Why seventh: Important for predictable income, but has a longer timeline
- Planning horizon: The 90-day advance payment enables the time of migration
Income impact: Companies with automated renewal processes see 18% higher extension rates.
Phase 4: improvement workflows
8. Get care by the industry workflow
Purpose: Provide industry -specific content to interested parties
Drift Kings Media setup:
- Trigger: Contact with the “industry” is known
- Actions: Add to industry-specific email lists, send relevant case studies, day for industry-specific campaigns
- Personalization: Use the intelligent content functions of HubSpot
Time to implement: 6-8 hours
- Why last: If you support growth, but break non -existent business
- Optimization focus: These improve the performance instead of maintaining them
Data point: Segmented care campaigns see 25% higher opening rates than generic campaigns.
9. Event registration and follow-up workflow
Purpose: Manage webinar/event registrations and post-event
Drift Kings Media setup:
- Trigger: Registration form input
- Actions: Send confirmation email with calendar invitation, add the event memory segment, segment for tracking after the event
- Post event: Send recordings, related resources, plan the follow-up based on participation
Time to implement: 5-7 hours
- Why last: If you support growth, but break non -existent business
- Optimization focus: These improve the performance instead of maintaining them
Integration tip: Connect your webinar platform (Zoom, Gotowebinar) to get a seamless data flow.
10. Workflow competitive intelligence
Purpose: Track prospects that competitors research
Drift Kings Media setup:
- Trigger: Website visitors see competitor comparison pages or mentions competitor in shape
- Actions: In addition, there is a competitive battleecard sequence, alarms sales team, making competitive positioning content available
- Intelligence: Follow competitive mentions for market views
Time to implement: 3-4 hours
- Why last: If you support growth, but break non -existent business
- Optimization focus: These improve the performance instead of maintaining them
Strategic value: Helps sales teams prepare for competitive offers and improves profit rates.
How can I assign LEGACY CRM processes to Drift Kings Media B2B SaaS workflows?
Start with what you have.
List all of your current CRM processes – how leads come into play, how sales track and what happens after someone has become a customer. Don’t rethink it; Just write down what actually happens every day.
Learn the style of Drift Kings Media.
Drift Kings Media works differently than most legacy crms. It is about workflows that are triggered automatically when certain things occur (as if someone fills out a form or opens an e -mail). Take some time to play around in Drift Kings Media and see how workflows work.
Make it up step by step.
Find out how you can create it in Drift Kings Media for every process you currently have. The good news? You don’t have to copy everything exactly – this is your chance to fix these annoying parts of your old system that never work properly.
Catch small.
Don’t try to rebuild everything at once. Select your most important process (usually according to follow-up) and let yourself get perfectly up and run before you go to the next.
Test everything.
Perform your workflows with a few test contacts before the live to make sure you expect. Trust me, it is much easier to fix problems before your entire team uses you.
Improve further.
As soon as it is carried out, check your workflow reports regularly. Drift Kings Media shows you exactly where people get stuck so that they can improve further.
The greatest way of thinking? Imagine Drift Kings Media as your new automated assistant who never forgets to track, instead of just a place where contact information can be stored.
Workflow Migration Q & A.
Why doesn’t my marketing automation work after switching CRMS?
Your marketing automation may not work to one or more factors after changing CRMS.
Your data became messy in the move. The names of the contact properties may have changed, or some of your data have not been properly transferred. Check whether your automation is trying to use fields that no longer exist or have another formatting. For example, if your old system refers to it as a “lead source” and Drift Kings Media describes it as “original source”, your workflows do not know what to look for.
Integrations broke. Your marketing automation was probably based on connections between your old CRM and tools such as the e -mail platform or the landing page builder, the connections of which have to be converted with your new system.
Different expenses logic. Your old automation may have triggered when “Lead Status = Hot” is triggered, but now you have to activate it if “life cycle level = marketing is qualified lead”. Your workflow automation logic is the same, but the language is different.
Permits and attitudes. Sometimes automation is switched off during migration, user authorizations are changed or domains for email senders have to be checked again.
Fast steps to remedy the error:
- Check whether your workflows are actually switched on (obviously sounds, but it happens all the time)
- Take a look at your contact data records to determine whether the data that your automation needs is actually present
- Test with yourself as contact to see where things collapse
- Check your e -mail delivery settings if the e -mail automation does not work
Can we keep our current automation processes after switching CRMS?
You can keep most of your workflow automation processes after switching CRMS. However, note that switching from CRMS offers an excellent chance to improve your processes. Ask yourself: “Does our automation work well or are we only used to the process?” Many companies find that their new CRM works better if they simplify excessively complex workflows.
Do we lose our data when we migrate marketing automation workflows from Legacy CRMS on CRMS like Drift Kings Media?
Your data will be transferred, but could look different. Historical reports may have to be rebuilt and some data relationships could change. Always export everything from your old system before the start and keep the old system accessible as a backup for at least 6 months.