Champion Tips and Tricks with Kyle McCormick

Elise_Hudson1
Level 6

Champion Tips and Tricks with Kyle McCormick


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.

17 REPLIES 17
Grace_Brebner3
Level 10 - Champion

Re: Champion Tips and Tricks with Kyle McCormick

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.

Karan_Hari3
Marketo Employee

Re: Champion Tips and Tricks with Kyle McCormick

Great tips Kyle McCormick

Karan Hari
Senior Product Manager - Marketo Engage
Heather_Correa
Level 3

Re: Champion Tips and Tricks with Kyle McCormick

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.

Cayce_Armstrong
Level 4

Re: Champion Tips and Tricks with Kyle McCormick

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!

Cayce Armstrong
Jackie_Potts
Level 7 - Champion Alumni

Re: Champion Tips and Tricks with Kyle McCormick

Great tips!

Devraj_Grewal
Level 10

Re: Champion Tips and Tricks with Kyle McCormick

Great tips, Kyle.

Beth_Massura
Level 5 - Champion

Re: Champion Tips and Tricks with Kyle McCormick

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.

Eitan_Rapps1
Level 4

Re: Champion Tips and Tricks with Kyle McCormick

Great stuff right here

Eitan Rapps
Loren_Posendek
Level 4 - Champion Alumni

Re: Champion Tips and Tricks with Kyle McCormick

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.