Hi all! What is best practice for deciding what leads to sync between MKTO and SFDC? I know it isn't necessary to sync all, so I'm wondering how other companies determine what leads they do sync over and how they set up their programs to do so?
I think almost everyone syncs everything. It's totally okay to do, but is also highly dependent on your lead assignment rules/the way your business uses SFDC and Marketo. I tend to keep the Marketo profile in SFDC the owner until they reach their scoring threshold, then they're assigned through the SFDC rules.
However, if you're not able to do this, your reps will see leads before they are ready/have reached their threshold unless you're using predictive lead scoring. If you have a sales team that doesn't jump the gun/doesn't hunt for leads in SFDC, then it's probably okay to sync everything. If not, you may want to hold them in Marketo until they've reached their MQL stage, then sync them into Salesforce. The flow for this would be "Trigger: revenue stage is changed, new stage is MQL" then "sync to SFDC" in the flow. Using the modeler makes lead routing/holding things back in Marketo markedly easier than without using it.
I'd start by deleting leads in Marketo that have bounced email addresses and working to delete dupes. All leads that don't have an email address in Marketo but exist in SFDC are the other set of leads I'd delete since they're taking up space and you're not able to email them. You can pull smart lists of all of these and see what number that comes out to and if it would make an impact on freeing up some space.
Other than that, I'd keep everyone else. I hope that helps a little!
Hey Josh! Our SFDC admin is not sure how to do that and is very reluctant to look into anything for our marketing dept. Could you tell me how complex this particular coding is and about how much time it typically takes? Thanks!