For many reasons clients sometimes need to get campaigns up and running in Marketo before CRM integration tasks have been completed. If you find yourself in this position, there are a few things you’ll want to consider. Let’s take a look…
Note: Some clients decide to delete leads that have no activity (e.g. did not click in an email) to minimize the duplication clean up. Additionally, for those leads you decide to keep, you will need to create a merge process and determine what data is the master/most up-to-date.
And remember, prior to uploading leads and running your initial campaigns be sure to review and activate/schedule all Operational campaigns (e.g. Data Management, Scoring and Interesting Moments).
Thanks to Jodi Florence for her input on this blog post.
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