Love this, especially breaking out the archive folder! One other tip that I've found to be helpful when naming programs is to include the program ID in your naming convention to in...
I'm so glad this is helpful for you, Jessica! My team is in the process of creating a short 5 week email series for new users to help them ramp up and pointing them to content like...
So great to hear, Anne Citarelli! I lovedlearning aboutthe process that your team went through and was very impressed by how thorough and thoughtful you were in not only your Mark...
Exactly, Amy Goldfine! What I found so compelling about EFI's story here was that they managed to coordinate this across so many teams so seamlessly. It really spoke to how thought...
Last Updated Date: July 14, 2023
Onboarding Challenges: Time, Resources, and Scope
When you have 6 months to get a Marketo Engage instance up and running before your previous solu...
That's a wonderful idea, Beth Massura! Having that charter align across shared objectives will help spread accountability, so it's not just on your Marketo team to enforce the rul...
A majority of customers find their consultants to be their most valuable resource during their Marketo onboarding. However, we also know your time with them is limited. Check out t...
Absolutely, Amy! I love how specific this advice is and re CRMs it really makes a huge difference if you're thoughtful about which fields you're integrating into Marketo and plan i...
While there's no perfect recipe for success for your Marketo implementation, most Marketo users can agree on two things that'll make the process a whole lot smoother:1. Plan ahead ...