I just got off the phone with a client who is just about to hit the “sync” button. It has taken us a lot of time to get to this stage, but it was time well spent… let me explain.
The vast majority of the migrations to Marketo that I have performed (and there have been a lot), have made the decision to migrate somewhat inside of a marketing bubble. Meaning nobody spoke to Tom, the Salesforce Admin, about what the implications might be for him, or more importantly, his data. Now admittedly, that is because Tom, the Salesforce Admin, is a bit surly, and fiercely protective of his SFDC data. You can’t win with that guy. Needless to say, that means when I call Tom and start talking about the Marketo integration, I can feel him sending white shards of hate through my heart center before we even get through the introductions.
I totally empathize with Tom; he is kind of like the dragon protecting the gold in the cave (and I am pretty sure Tom LOVES The Lord of the Rings movies, and kind of likes that analogy anyway). SFDC data is VERY valuable, and his job is to insure its integrity. The data that he is charged with is the lifeblood of your sales organization.
Invariably, what puts any SFDC admin at ease is when you present them with your migration plan. Mostly because, when you show them this plan - and I mean like a real document - It lets them know that you understand that the struggle is real; you value their role, and take them seriously. This is, of course, emphasized by the fact that your plan will include them in very real ways.
Below are some tips to help insure your SFDC sync goes smoothly, and with any luck after the sync, Tom will invite you to his next Lord of the Rings party.
These are some very basic tips, but they will help you formulate an internal plan for a successful sync. The key to this going smoothly is good communication and involving your SFDC team from as early in the process as possible. I also suggest that you continue that relationship by having regular meetings to discuss, not only the sync, but ways that you can improve your data. Because at the end of the day, these people aren’t just the dragon guarding the gold, they are also the wizards that can help you manipulate the data in very creative ways.
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