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.
Let us know what you think in the comments below.
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.
And TOKENS! All the tokens.
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.
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!
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.
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.