Steps to follow to set up new Marketo instance

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Anonymous
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Steps to follow to set up new Marketo instance

Hi,

I would like to know what are the different steps or tasks to do in order to set up new Marketo instance for business.

Best practices to follow in the implementation, specially for Marketo stand alone without any integration with CRM.

Thank you,

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Level 10 - Champion Alumni

Re: Steps to follow to set up new Marketo instance

That is a GIANT question.

Help! I've Inherited an Existing Marketo Instance - Marketo Docs - Product Docs

There are a few threads here on Marketo without CRM. Things to consider:

  • Workflow and funnel design steps
  • Scoring Model
  • Alerting Sales
  • Data you want to collect
  • Data Normalization/Standards
  • Page and Email Templates
  • Lead Lifecycle and RCM Setup (basic or full blown?)
  • Are you connecting to a Product or other DB through API? How should that work?
  • Fields you need vs. Standard Marketo Fields

Very long list of possibilities here. Please take a look here: Marketing Rockstar's Guide to Marketo - How to Use Marketo  as well as topics at Etumos, RevEngine Marketing, Perkuto, TPG, etc before you begin building.