Pros and cons

[Anonymous]

So we have been newly acquired and are debating between workspaces/Partitions or just using the segmentation functionality in the Lead Database.  Does anyone have experience with multiple business lines, with one instance of Marketo?  Which do you use?  Pros/Cons to each?  Anyone with experience in either of these that could shed some light on them for me?

Thanks!

[Anonymous]

Across business lines will you have duplicate email addresses? We have a very complex implementation of both Marketo and SFDC with multiple business lines that have intentional duplicates. (ex. We might have joe@gmail.com for one company, but he may be in another company's database as well. There is specific intention to keep those duplicate emails and not sure an account)

It can be done, but it greatly complicates deduping and data management to use different partitions tied to different record types in SFDC. Will you be using SFDC as well?

[Anonymous]

I would love to have a conversation with you to better understand how you handle the intentional duplicates on the Marketo side. We have come up against the same situation with intentional duplicates in different business lines and are looking for a solution. Please let me know if you can discuss. Thanks!

[Grégoire_Miche2]

Hi Kris,

You are sending a message to a deactivated profile, from the previous community, so I am afraid it will not reach it's addressee.

IMHO, you should rather open a new thread, you will get quite a few people to answer it.

-Greg

[Anonymous]

Hi Erin:

It really depends on your specific business case. We use a mix of segmentation and partitions/workspaces. 

Partitions/workspaces are helpful if you would basically just open up another Marketo instance. That's their real value in my mind—you can have more than one Marketo instance in one, and it's cheaper that way. But this means that there wouldn't really be much overlap in the marketing that happens. It gets messy when there is overlap in campaigns—one of the "gotchas" with workspaces is that it is mind-bogglingly difficult to move campaigns from one workspace to another. So if you have entirely different campaigns going with very little marketing overlap, partitions/workspaces might be the better choice.

Segmentations are useful when there is going to be more overlap with the marketing campaigns, in my mind. A traditional use is segmenting by US region—there may be marketing overlap for many US region segments in most cases, but occasionally you want to send an email blast specifically to the Southwest region.


Does that help at all?

Edward Unthank
Marketing Operations Specialist
Yesler

[Anonymous]

Carey, we will be using SFDC for the time being.  Not sure if that is going to change or not.

Edward:  Yes, we will want to Market across business lines.  The Traditional use would probably work for us but rather than use regions, we would use product/business lines, would that work as well?  Can a lead be in more than one segment?  Any other information that anyone can share using their experience will help.  Thanks so much in advance.

[Anonymous]

Will you have duplicate email addresses? That is a big part of why you might use Lead Partitions.

A lead can definitely be in more than one segment. Segments are useful just to help group people for marketing campaigns, whereas partitions are almost mean to be silos. Group A leads belong to you and Group B leads belong to me. We each deal with our own silos and don't touch each others leads.

[Anonymous]

Hi Carey, do you mean duplicate email addresses across each business line?  Yes, we do share some common clients amongst the newly acquired business lines.

[Anonymous]

Based on my experience, here are your two options and some thoughts for each. I will use the email joe@gmail.com as an example, and sales people Mary and Steve for simplicity.

Option A - Lead Partitions [How our company does it]

• joe@gmail.com - owned by Mary, on its own lead partition
• joe@gmail.com - owned by Steve, on its own lead partition
• Both Mary and Steve market to Joe independenty of each other. Joe will have two lead records that shows the different activities performed by Mary and Steve.
• Mary won't necessarily know what Steve is sending Joe and vice versa. If Joe unsubscribes from Mary's emails, Steve can still email him.
• If Joe changes data changes from a form fill on Mary's record, it won't update Steves.
• You cannot use Marketo's automatic deduping situations in this case.

Option B - Segments

• joe@gmail.com is owned by Mary, but also shows up in Steve's segment
• All of Joe's activity will be tracked on on lead record that both Mary and Steve can view.
• You can use Marketo's sending limits and deduping functionality in this way

Our company uses Option A because our we market completely different products to some of the same companies. It has to do a lot with the way our sales and marketing teams are structured. We work in silos from the other business units, so our data has to be in silos.

Does that make sense?

[Anonymous]

Carey, that is AWESOME.  Thank you so much for taking the time to help me understand the differences, now....to decide which is better for our company.... Thank you thank you thank you.