Marketable leads issue...?

[Anonymous]

Hi all,

We have about 190,000 marketable leads and additional 120,000 non-marketable leads.

As Marketo is charging by the total amount of leads (without actually getting into what is and isn't marketable) we need to delete the non-marketable leads from Marketo.

The problems:

1. Sales won't allow to delete them from SFDC

2. Any change in SFDC (even a daily automated change) will bring them back to Marketo.

So Marketo support came with the idea of adding a custom sync filter called "Do Not Sync to Marketo", once it's true - there's no sync.

We ended up updating this field to 50,000 non-marketable leads and then deleting them from Marekto.

However - everytime we have a list import or when a deleted lead is filling out a form, we are getting a duplication, because Marketo is creating a new lead and instead of checking if there's a lead with this email on SFDC (and update it if it does exist), it immediately insert it to SFDC and create a duplication (or in our current case this lead is stuck because of SFDC workflow that avoid duplication).

My idea is one of the following two:

1. Marketo will create a better sync workflow that will check if a lead is exist in SFDC before inserting a new record into SFDC, if the email address exists - Marketo should be able to update the record somehow instead of inserting a new lead.

2. Marketo will charge based on marketable leads

Comm'on ladies and gentleman - thumbs up!

Thanks,

Ronen Wasserman, Senior Marketo consultant

Responsive Online Marketing

[Dan_Stevens_]

Ronen - you might also be interested in this idea as well:

[Grégoire_Miche2]

Hi Ronen,

You may want o read these:

"Sync with Marketo" mysteries part 1​

"Sync with Marketo" mysteries part 2

-Greg

[Ronen_Wasserm26]

Thanks Dan, I'll have a look once I'm back from Vegas

[Ronen_Wasserm26]

Thanks Greg, I'll have a look once I'm back from Vegas

[Anonymous]

Hi Grégoire Michel​,

I read all your inputs, they are good BUT my problem is when I'm deleting the un-synced leads from Marketo.

And when the lead is being created - the lead is stuck in Marketo as Marketo tries to sync the new lead to SFDC and SFDC rejects the new lead since there's a lead with that email address in SFDC already...

If we could have just update the "un-synced" lead into SFDC instead of inserting the new one - it would have been awesome... any idea?

Thanks!

Noa Farber​

[Grégoire_Miche2]

Hi Ronen,

"Marketo is not aware of any unknown lead"   Meaning that there is not way Marketo could deduplicate a lead that it does not know.

The fact that you are forbidding the creation of duplicates leads/contacts in SFDC might be a good idea, but is not a standard SFDC default behavior.

You have 2 contraints that are just not compatible one with another and the only possibility would be to give some more flexibility. What I would recommend is that you authorize the creation of duplicates in SFDC when one is synched and the other is not. Then, when this happens, you have either a manual or an automated process to merge these duplicates in SFDC. Make sure that, when you merge, the resulting record stays sync'ed.

-Greg