Level 4
Joined the community 05-11-2012
Level 4
Bothell, WA
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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 ...
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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...
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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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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...
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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...
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Also, what CRM system are you on?
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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 remain...
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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...
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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, r...
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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 analyze...
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