I should've mentioned that we are not doing the MKTO-Campaign/Program sync as it would circumvent our lead scoring.We already have scoring set up that listens for the lead to reach...
We are migrating from Microsoft Dynamics and Salesforce. We know how to match a lead up with a specific campaign in MS Dynamics, but I'd like to know the proper way to do it with M...
Thanks Adam. I'm aware of the munckin code. What do you mean by account string?We already have our two new production environments linked together--although they're empty right now...
Hi there,We are migrating from MS Dynamics to SFDC. In MS DYNAMIC and all prior times I've used SFDC, we've always used SFDC campaigns for when a lead syncs over.Our CRM guy is rea...
We are migrating from Dynamics to SFDC and b/c of that need to migrate to an entirely new instance of Marketo.What is the best way to migrate score data?We'd like to preserve some ...
I am expanding on this:Nichole: You said "In Dynamics CRM, the leads get in a queue with all the other updates that are going through to CRM. Whereas with SFDC, the lead has the ab...
Hey Cheryl,Can you please provide more information. I'm familiar with segments, so with a little more info, I'm confident I can get this to work.Thanks!Nichole
I've been doing some training on the Revenue Cycle Modeler and in it they have a really nice Excel spreadsheet detaling their lead lifecycle.Does anyone know where I can get a copy...
Hi,We are currently in the process of migrating from Dynamics to SFDC. With the migration, there are a few things that function slightly differently. One of those things is the opt...