Nichole_Cunnin4

Nichole_Cunnin4
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Date Last Visited
‎01-28-2020 02:06 AM
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Joined the community 05-11-2012
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Bothell, WA
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  • What's the best way to migrate lead scoring data?
    by Nichole_Cunnin4 name dot 03-11-2014 quickview

    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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    1629 0 3
    Marketing: Lessons Learned (Practitioners and CMOs)
  • Re: Switching from Salesforce to Microsoft Dynamics
    by Nichole_Cunnin4 name dot 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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    Discussions
    1564 0 0
  • Re: Excluding Nurture Program Members from being in multiple engagemen...
    by Nichole_Cunnin4 name dot 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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  • Revenue Modeler Excel Spreadsheet Template
    by Nichole_Cunnin4 name dot 02-17-2014 quickview

    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...

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    Discussions
    1188 1 2
  • What are the pros and cons of the Marketo Program and SFDC Campaign Sy...
    by Nichole_Cunnin4 name dot 02-13-2014 quickview

    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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    Discussions
    1456 0 4
    Integrations
  • Re: Migrating from Eloqua to Marketo
    by Nichole_Cunnin4 name dot 02-12-2014

    Also, what CRM system are you on?

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  • Re: Migrating from Eloqua to Marketo
    by Nichole_Cunnin4 name dot 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.

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    Discussions
    1822 1 0
  • Re: Switching from Salesforce to Microsoft Dynamics
    by Nichole_Cunnin4 name dot 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....

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    Discussions
    3828 1 0
  • Re: Switching from Salesforce to Microsoft Dynamics
    by Nichole_Cunnin4 name dot 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 ...

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    Discussions
    3828 1 1
  • Re: Switching from Salesforce to Microsoft Dynamics
    by Nichole_Cunnin4 name dot 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...

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    3828 2 0
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Date Registered ‎11-05-2012 02:34 PM
Date Last Visited ‎01-28-2020 02:06 AM
Total Messages Posted 61
Likes Received 18
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