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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 increase your efficiency (see this blog post to learn more: /blogs/marketowhisperer/2015/07/06/why-you-should-start-includ...
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 this post. It should be available within the next couple weeks, but I'll let you know once that's live!
So great to hear, Anne Citarelli! I loved learning about the process that your team went through and was very impressed by how thorough and thoughtful you were in not only your Marketo implementation planning but in how you worked across the other departments. So great to have examples like this of...
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 thoughtful the Marketing Operations team was about how they engaged and the extensive planning they did beforehand to make this...
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 solution’s contract expires, your onboarding team has to move quickly but thoughtfully. This can be a real challenge when you...
Our pleasure! If you can't find a term or have any feedback, feel free to message me or email my team at cx@marketo.com!
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 rules you set up. Has your organization started that process already? I'd love to hear any advice from you on bringing thos...
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 the following advice - most of it sourced from Marketo consultants themselves - on how to optimize your onboarding experi...
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 it out beforehand. For anyone working on that process, the lovely Juli James has made this helpful template to map your ...
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 of time: It's always a good idea to keep a plan or timeline around your implementation so you can make sure you're hitti...