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We have migrated. Data field mapping is key if you want to make sure everything flows properly. Make sure you connect your CRM instance to Marketo first and then upload your remaining data into Marketo. This will help with preventing duplciates.
Also, the lead functionality is completely different in CRM vs SFDC.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....
One other thing to note is you'll have to get an entirely NEW Marketo instance. It isn't just a simple unplug one and plug it into another.You need to build everything out again, remap out all the fields, the entire lead lifecycle etc. We are going through it now and unless you are a Marketo expert ...
Don't do it. We are switching from Dynamics to SFDC. If you're looking to get your reporting running correctly i.e revenue explorer, opportunity influence analyzer, program analyzer etc, you will have an extremely hard time. It took us over a year to get everything running correctly.Marketo was bui...
Hi,Looking for suggestions. I have a several engagement nurture campaigns that are running, and I am trying to come up witha good way to ensure that if a lead is a member of Nurture Program A, he is not simultaniously a member of Engagement Nurture Program B.I don't want to Exclude all nurture prog...
I read the information on forms 2.0, but where can I actually create these forms?I went to create a new form in Marketo and it looked the same--looks nothing like the forms in the article I read.https://community.marketo.com/MarketoArticle?id=kA050000000LH5jCAG&mkt_tok=3RkMMJWWfF9wsRohvqjPdu%2FhmjTE...
I agree. Please fast track the pre-fill. We rely really heavily on the pre-filling to speed the ease of the registration process.
Is there a group rate? We are having around 5 or more folks go.
We are in the process of cleaning up programs in Marketo that have errors in them or do not fit with the current process.These programs have already been executed and we would like to move them to a folder that we've created called "archive."Currently, we have them in a foldering structure that is d...