In this edition of the Champion Tips and Tricks series, we asked Marketo Champion, Kyle McCormick, to share his Top 3 Best Practices for using Marketo.
Awesome tips, Kyle! Data normalization is spot on - not only from an accuracy/relevance perspective in Marketo, but also from a system perspective to avoid any CRM sync errors.
Awesome tips! I highly recommend making a data dictionary to explain each field in the Marketo database: details on what it represents, sources (if applicable), field type, how it should and shouldn't be used, etc.
These are all very helpful! I wish I had understood tokens better when I first set up my Marketo account. It would have saved me TONS of time and effort!
YES to data normalization! Whenever I start at a new company I spend a good month making sure I understand our database and normalize data as much as possible.
Totally agree on the data front. Not understanding this can mean errors as simple as missing a set of people who had valid reasons to be included in a campaign, or as major as a compliance breach... eek.
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