Hi Nicole, Here is my feedback based on the issues you outlined: Once an individual is represented as a Salesforce Contact in our system, the sales rep is notified of all significant interaction by email and the creation of a follow up Task in Salesforce. Your SFDC seems to be setup to notify reps of all interactions and is creating tasks. This can be updated in SFDC so this no longer happens. When you have architected your lead lifecycle in the right way, it should not matter if someone is a lead or a contact, Sales should only be notified when they need to take action at a specific lifecycle stage. There is no feedback loop from Sales to Marketing on the results of these significant interactions for the Contact (webinars, whitepapers, events, emails, etc.). If you are syncing your Marketo programs to SFDC campaigns, all interactions should be captured regardless of if someone is a lead or a contact. If this is not happening for you right now, then you definitely have an issue with your setup. I do like how you are doing a full-sync between Marketo & SFDC. Sounds like you may need to make some changes to SFDC to better accommodate when leads are converted to contacts. We also advocate for a lifecycle status field that spans the lead and contact field, since the default lead status field does not allow you to map any values to the contact. Hope that helps. Let me know if you have any other questions. Cheers.
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