Badges
Accepted Solutions
Likes Received
Posts
Discussions
Ideas
Blog Posts
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 a particular threshold. When I pick the campaign to add the member to, do I pick it by name? Or, by campaign ID?I will ...
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 MKTO -- > SFDC.For example, someone becomes a Marketing Qualified lead from a workshop they attended. When the lead syncs...
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: SFDC Production to MKTO Production
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 really pushing not to use campaigns. He says that if we get all our reporting in Marketo, why can't everything be done thro...
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 of the scoring information if possible. Any other thoughts, suggestions, cautions would be appreciated.Thanks!Nichole
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 ability to go around all the other updates that are going through and get to the rep right away." Can you please expand o...
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 of that? I need to re-map out our current lead lifecycle so we can rebuild our Revenue Cycle Modeler. While I don't min...
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 option to have a Marketo Program and SFDC Campaign Sync.What are the pros to this?What are the cons?Recommendations for suc...