Mar
6

March Meeting [Happy Hour After] - Lead Lifeycle, CRM Sync Open Discussion, Let's Talk Summit!

Created by Chelsea Kiko Champion on Feb 6, 2019

Wednesday, March 6, 2019 at Independence Branch of Cuyahoga County Public Library; 6361 Selig Dr, Independence, OH 44131

Starts at 11:00 AM ยท Ends at 3:00 PM, PDT (America/Los_Angeles)

Hi All,

 

Come join us for our pre-summit meeting and to welcome Champion Sydney Mulligan to Cleveland! There will be a happy hour following to continue the conversation and enjoy a few drinks/apps.

 

Agenda:

2 - 2:30: Housekeeping & discussion

2:30 - 3: Summit Discussion - sessions, questions, need-to-knows, etc.

 

3 - 3:45: [Presentation & QA] Lifecycle Processing: The Operational Spine of Marketo - Sydney Mulligan, Marketing Technology Consultant, Etumos

Presentation Abstract:

Many are familiar with the concept of a lead lifecycle/revenue model/lead funnel in Marketo, but few realize the full potential of what this crucial operational program has to offer. By leveraging your Lifecycle Processing program as the core of your system, you can control the order of operations of everything that happens as leads flow through the buyer’s journey. We will talk about the strategic approach to creating, optimizing and building a Lifecycle Processing program to be scalable, clear, robust, intelligent and modular so it serves your organization’s needs today and the needs you will have tomorrow. Sydney is a 4x Champion, MUG Leader and MCSA.

 

3:45 - 4:15: [Presentation & QA] CRM Sync Discussion, Alex Greger & Chelsea Kiko - MUG Leaders

Presentation Abstract:

SFDC (or Dynamics) Sync to Marketo ever have you down? Let's talk horror stories and ways to overcome, fix or prevent them from happening. This is an open discussion and we hope all can participate.


For this conversation, please bring or come prepared to chat about:
-any recent errors, roadblocks, issues you've experienced with your CRM

-any custom syncs? Let's talk about how different organizations set them up

-successes you or your team have had recently with your sync


When:
Wednesday, March 6 - 2 PM - 4:15 PM [Happy Hour Immediately Following]

Where: Independence Branch of Cuyahoga County Public Library; 6361 Selig Dr, Independence, OH 44131

Happy Hour Immediately After...

4:30 - 6 - Winking Lizard, Independence (5 minute drive)
6111 Quarry Ln, Independence, OH 44131

**first round of drinks and heavy apps provided

Independence Branch of Cuyahoga County Public Library; 6361 Selig Dr, Independence, OH 44131