Nichole_Cunnin4

Level 4

Joined the community 05-11-2012

Level 4

Bothell, WA

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What's the best way to migrate lead scoring data?

by Nichole_Cunnin4 03-11-2014

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

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Marketing: Lessons Learned (Practitioners and CMOs)
Re: Switching from Salesforce to Microsoft Dynamics

by Nichole_Cunnin4 02-17-2014

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...

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1510 0 0
Re: Excluding Nurture Program Members from being in multiple engagemen...

by Nichole_Cunnin4 02-17-2014

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

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1313 0 0
Revenue Modeler Excel Spreadsheet Template

by Nichole_Cunnin4 02-17-2014

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...

Discussions

1184 1 2
What are the pros and cons of the Marketo Program and SFDC Campaign Sy...

by Nichole_Cunnin4 02-13-2014

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...

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1450 0 4

Integrations
Re: Migrating from Eloqua to Marketo

by Nichole_Cunnin4 02-12-2014

Also, what CRM system are you on?

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1811 0 0
Re: Migrating from Eloqua to Marketo

by Nichole_Cunnin4 02-12-2014

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.

Discussions

1811 1 0
Re: Switching from Salesforce to Microsoft Dynamics

by Nichole_Cunnin4 02-12-2014

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....

Discussions

3774 1 0
Re: Switching from Salesforce to Microsoft Dynamics

by Nichole_Cunnin4 02-12-2014

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 ...

Discussions

3774 1 1
Re: Switching from Salesforce to Microsoft Dynamics

by Nichole_Cunnin4 02-12-2014

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...

Discussions

3774 2 0