While there's no perfect recipe for success for your Marketo implementation, most Marketo users can agree on two things that'll make the process a whole lot smoother:
1. Plan ahead of time: It's always a good idea to keep a plan or timeline around your implementation so you can make sure you're hitting your goals and pulling together the resources you'll need well in advance. Remember that implementation is an ongoing process and building some flexibility into your plans will help you stay realistic about your plan.
2. Get your leadership involved: Leadership buy-in and support is a huge differentiator for long-term Marketo success. Keeping your internal stakeholders aware of your goals and up to date on your onboarding process will make sure they feel invested in the process and in Marketo. Whether you're scheduling regular meetings with them or sending out an update email each week, maintaining regular contact will make sure they're on the same page as you and will help them manage their expectations around your organization's Marketo onboarding.
Check out the attached resources to help you get started:
1. Onboarding Milestones Template: Use this template to outline some specific milestones during your onboarding and identify the teams and resources you'll need to engage before you go live.
2. Internal Communications Guide and Template: Once you have your milestones laid out, use this guide to draft regular updates to your key stakeholders.
Have a couple tips or implementation advice of your own? Help your peers out and share them in the comments below!
You must be a registered user to add a comment. If you've already registered, sign in. Otherwise, register and sign in.