How do you deal with partners, resellers, and/or developers in your Marketo instance?

[Anonymous]

I know many people use "Lead Type" fields, but that means adding extra steps to every program to include or disclude different segments. Do some people use workspaces or lead partitions for these types of contacts? Do people forgo Marketo all-together for non-sales leads? If so, how do you handle forms on your partner portals? Thanks!

[Josh_Hill13]

That is a BIG question Peter. If I had to build this from scratch, I would

• use separate Lead Types and Account Types.
• Somehow associate those to actual leads and sales in SFDC
• use marketo lists and segmentations to identify those folks

As for partner portals it really depends...where is your portal? How are you managing this already? Is that data flowing into SFDC or Marketo?

You can definitiely setup a WS/LP just for partners, although I rarely see this being done. It would depend on your business process.

Why is setting up a smart list to exclude/include people a problem here?