Zak_Pines5

Zak_Pines5 · ‎03-09-2018

OK got it.

Zak_Pines5 · ‎03-09-2018

Yes, nice use case Gregoire Michel. It's definitely one of the byproduct benefits of having your Marketo data fed into a cloud data warehouse. I like it.

Zak_Pines5 · ‎01-30-2018

Hi Jep, This is super interesting! It's always been a pain point for Marketo customers switching CRMs. Would you up for talking about this via phone? I'd love to learn more. Best Regards, Zak

Zak_Pines5 · ‎10-20-2017

Hi Valerie - OK interesting, a Marketo "Desync" tool. I'm interested to hear what you learn on that - Zak

Zak_Pines5 · ‎10-13-2017

I thought of one more key point Jim - the free Zoho connector is a nightly batch process - so you'd be time delayed in pushing leads from marketing to sales. Generally marketing team wants to get qualified leads to sales immediately, as every minute matters for follow up. Sales teams don't like delays in any "hot" leads, and it's not a good practice for marketing to put time delays into the process for no good reason. - Zak

Zak_Pines5 · ‎10-13-2017

Hi Valerie, A *guess* at what’s going on here: one of the drawbacks of the Marketo-Salesforce integration is once it’s turned on in a Marketo instance, it’s forever locks up your Marketo API access. This limits your API access only to Marketo lead/contact records, and not company or opportunity data. Company & opportunity data is going to be key for use cases such as: syncing account data from NetSuite to Marketo, for use in Marketo smart campaigns / targeting syncing opportunity data from NetSuite to Marketo for closed loop reporting Again, I’m not 100% sure if this is the issue you’re facing, but if that is the issue then the only solution per Marketo would be to copy into a new Marketo instance. Happy to chat further about it. Zak Pines

Zak_Pines5 · ‎10-13-2017

Hi Jim, What you’ll find with this Marketo extension from Zoho is it can do a one-time push of leads from Marketo to Zoho. Some of the typical Marketo-Zoho integration requirements you’ll struggle with is: Updating records (e.g. new data progressively profiled) that already exist in Zoho with new Marketo data Bringing leads added to Zoho into Marketo in a de-duplicated manner (update Marketo records that already exist) Bringing Zoho account data into Marketo for targeting existing customers through Marketo programs / smart campaigns Bringing Zoho opportunity data back to Marketo for reporting From my experience, these types of CRM plugins tend to not be well supported (see the free Sugar connector) – so when issues arise you’ll have a finger pointing exercise between Marketo support & Zoho support to sort through – not worth it. Best Regards, Zak

Zak_Pines5 · ‎08-25-2017

Chris, if like many fellow Marketo users (like me too) you're ready to throw your hands up with the Sugar connector, we should chat. A pre-built third party integration can remove the headache so you can focus on what matters! I wrote about this last year Five ways Bedrock Data provides a better Marketo-SugarCRM connector Zak[at]BedrockData.com

Zak_Pines5 · ‎06-21-2017

Hi Bill, At Bedrock Data we connect Marketo to 23 different CRMs and we can pull back opportunity data from any of them to Marketo using our pre-built connectors. Some of the most popular CRMs with Marketo are NetSuite, Zoho, Sugar, Pipedrive, PipelineDeals & Insightly. Some more info here and happy to chat about it anytime Zak@BedrockData.com Marketo Integrations | Bedrock Data Best Regards Zak

Zak_Pines5 · ‎05-05-2017

Dave, thrilled to have you on board as a Bedrock Data customer! Going to be a nice story connecting Marketo and HubSpot CRM.

Zak_Pines5 · ‎04-25-2017

Hi Dave, Just to make sure you have all the info to make an information decision, be very careful with using a one-way sync like Zapier for a Marketo-CRM integration. As Rachit said, that would work if the ONLY thing you want is a one-time push of leads. We find that falls short for Marketo customers whose integration needs include: Continuous update of lead records between marketing & sales (e.g. update CRM records as Marketo gathers more data through forms, progressive profiling, etc.) Sync back of lead records from sales back to Marketo (e.g. nurture status) Sync of updates to customer/account status back to Marketo --> you don't want Marketo to have leads marked as leads when they are really customers! Sync back of opportunity data from CRM to Marketo for RCA De-duplicating records added into CRM back to Marketo Those are just a few use cases to consider where a bi-directional sync will help. Best Regards, Zak

Zak_Pines5 · ‎04-24-2017

Hi Mike - FYI Bedrock Data offers a no-code connector for Marketo-Microsoft Dynamics to address some of the functionality gaps. If you continue to struggle with Scribe, would love to talk to you about it. I'm Zak@BedrockData.com Longtime Marketo user since 2010, FYI. Here's an article I wrote recently about Why a Third Party Integration Platform Gives You a Better Marketo-Dynamics Integration

Zak_Pines5 · ‎04-24-2017

Hi Dave, This is an exciting use case - taking advantage of the full power of Marketo marketing automation coupled with the ease of use for HubSpot CRM for sales. Bedrock Data connects both Marketo & HubSpot - I'm a power user of both and this is an excited use case for me personally so would love to talk to you about this. Here's an overview of what Bedrock Data can do - no code, just configuration via Bedrock Data interface to connect Marketo and HubSpot CRM. Bidirectional lead/contact sync between Marketo & HubSpot CRM. Connect records between both systems. De-duplicate, as new records added in both directions. Control rules for when marketing qualified leads are pushed from Marketo to HubSpot CRM (typically based on Lead Revenue Stage = MQL) Map key Marketo marketing fields to HubSpot CRM, for visibility via HubSpot (lead source, etc.) Sync account/contact data from HubSpot to Marketo, for use in both triggered & batch campaigns (e.g. lead nurturing, customer marketing) Sync opportunity data back from HubSpot to Marketo, for use in building smart lists and (if you are using it) RCA reporting Would love to chat further about it, I'm Zak@BedrockData.com

Zak_Pines5 · ‎04-18-2017

Hi Dave, I'd love to chat to you about this. Bedrock Data specializes in automated marketing automation - CRM integrations, and although we usually connect Marketo or HubSpot to other systems, we can easily connect Marketo and HubSpor CRM, with no code. So very interesting use case and I'd love to chat about it. We're also experts in both Marketo and HS CRM. I'm at zak@bedrockdata.com Zak

Zak_Pines5 · ‎03-08-2017

Thanks Gregoire. Selene, if this is something you'd like to discuss I'm zak@bedrockdata.com

Zak_Pines5 · ‎01-31-2017

Thanks Rob. We recently created a page on BedrockData.com talking to this multi-instance use case: Multiple Marketo or CRM Instances | Bedrock Data

Zak_Pines5 · ‎12-16-2016

Super Jeff, sounds good.

Zak_Pines5 · ‎12-15-2016

Hi Jeff - I haven't heard of anyone being able to do this successfully with the Marketo connector provided by Sugar. This was actually point #5 in this article I published just this week. Five ways Bedrock Data provides a better Marketo-SugarCRM connector Bedrock Data offers a reasonably priced third party connector to get opportunity data back to Marketo from Sugar, and power up Marketo RCA. Best Regards, Zak Zak@BedrockData.com

Zak_Pines5 · ‎12-13-2016

A little more info here Sonnia. Posted this today highlighting common scenarios we are solving with the Bedrock Data connector for Marketo & SugarCRM. Five ways Bedrock Data provides a better Marketo-SugarCRM connector Includes: 1. Sync every 5 minutes 2. Bi directional Sync (De-duplicate in both directions, control what syncs in both directions) 3. Sync multi-select fields from Sugar and build smart lists in Marketo 4. Create contacts in Sugar 5. Sync back opportunity for Marketo RCA for SugarCRM Let me know if you'd like any more info. Best Regards, Zak

Zak_Pines5 · ‎12-13-2016

A little more info here Sean. Published this article highlighting common scenarios we are solving with the Bedrock Data connector for Marketo & SugarCRM. Highlights are: 1. Sync every 5 minutes 2. Bi directional Sync (De-duplicate in both directions, control what syncs in both directions) 3. Sync multi-select fields from Sugar and build smart lists in Marketo 4. Create contacts in Sugar 5. Sync back opportunity for Marketo RCA for SugarCRM Here's the article: Five ways Bedrock Data provides a better Marketo-SugarCRM connector Let me know if you'd like any more info. Zak

Zak_Pines5 · ‎12-13-2016

Hi Gareth - Were you able to get on the same page with the IT consultants. As an FYI I wrote this today highlighting common scenarios for the Bedrock Data connector for Marketo and SugarCRM. Five ways Bedrock Data provides a better Marketo-SugarCRM connector Best Regards, Zak

Zak_Pines5 · ‎12-13-2016

Hi Juli - I realize this is from some time ago so not sure if still relevant, but I wanted to let you know we use Bedrock Data to sync SugarCRM opportunities back to Marketo and enable RCA for Marketo-SugarCRM customers. I highlighted this along with our Marketo-SugarCRM integration scenarios we are helping to solve for in this article: Five ways Bedrock Data provides a better Marketo-SugarCRM connector Best Regards, Zak

Zak_Pines5 · ‎12-08-2016

FYI Bedrock Data provides a pre-built connector for Marketo-Eventbrite, so no coding needing to get it up and running. More info on Marketo's Launchpoint: Marketo Eventbrite Integration from Bedrock Data – Marketo LaunchPoint

Zak_Pines5 · ‎11-22-2016

Hi Sean - Were you able to resolve the issue? We (Bedrock Data) have been working with many Marketo-Sugar customers lately as we have a third party connector which leverages the Marketo & Sugar APIs for a more robust connection. Some of the areas we've been helping Marketo-Sugar customers include: 1. More reliable than the native connector 2. Bi directional to handle leads originating in both Marketo & Sugar (de-duplicate) 3. Greater workflow functionality - control different sync rules by product, line of business or region, for example 4. Additional capabilities like multi-value picklists, creation of contacts in Sugar to meet your business process If this is something I can assist with just let me know, I'm Zak@BedrockData.com

Zak_Pines5 · ‎11-22-2016

Gareth, to reiterate what Sanford and Justin have said here, it sounds like the partner you are engaged with is "missing the point" when it comes to how to best leverage Marketo. I have a lot of experience setting customers up to be successful with Marketo and Sugar in unison - if you'd like to chat directly about it to bring in a "third party voice" to your discussions just let me know - I'm Zak[at]BedrockData.com And thanks Justin for the Bedrock Data mention, we can help with Marketo-Sugar integrations and increasingly customers are looking for a third party platform to make the connection more robust than the native connector offered by Sugar in the past.

Zak_Pines5 · ‎10-27-2016

Hi Lisa - I just replied to another thread on the same topic. Bedrock Data is a third party platform specializing in CRM and Marketing Automation integration. If you'd like to discuss how Bedrock Data can help you better automate the integration between Sugar and Marketo, just let me know. I'm at Zak[at]BedrockData.com We have an approach that helps keep data de-duplicated in both directions, and gives you the control to manage the rules around what leads sync/when. You might also check out this article just wrote on high performing Marketing Automation-CRM integrations https://www.bedrockdata.com/blog/the-12-key-requirements-for-a-high-performing-marketing-automation-crm-integration Best Regards, Zak

Zak_Pines5 · ‎10-27-2016

Hi Sonnia - Bedrock Data is a third party integration product bi-directionally connecting Marketo to any SaaS CRM (NetSuite, Microsoft Dynamics, SugarCRM, Zoho, Pipedrive, PipelineDeals, etc.). We have customers who have gotten fed up with the free native connector between Sugar and Marketo. So happy to help if you'd like to see how Bedrock Data can manage that for you. One of the added advantages is Bedrock Data is a bi-directional sync means it will be de-duplicated in either direction --- aka as leads are added to Sugar or Marketo. Even the Marketo native Salesforce connector doesn't handle this well - as a new lead from Salesforce that already exists in Marketo (but not yet synced) would create a duplicate. We also provide an interface for you to manage your rules on what syncs, when - so you have more control of the process. If you'd like to discuss I'm Zak[at]BedrockData.com Also check out our recent Marketo Power User Series here: https://www.bedrockdata.com/marketo-power-users

Zak_Pines5 · ‎10-27-2016

Oh no! I'm going to have to update my infographic on system naming terminology once this settles. Interestingly, the only other system I've seen use People is Engagio (you can see that on the Infographic). https://www.bedrockdata.com/blog/when-integrating-your-cloud-systems-words-matter-infographic

Zak_Pines5 · ‎10-11-2016

Thanks for the intro to Joe Reitz of the Krewe. Had a very informative interview with Joe, may be the best one yet of the power user series. Learn all about Joe and some GREAT Marketo tips. https://www.bedrockdata.com/marketo-power-users/marketo-power-user-joe-reitz-of-fathom

Zak_Pines5 · ‎09-28-2016

Hi Keith, Sounds great - I'll email you to schedule something. FYI when I think of connector requirements these are some of the key capabilities I'm looking for: Speed of sync (performance) & scalability Bi-directional (manages updates from both systems) Depth of object support (Leads, accounts, opportunities, activities, interesting moments) Control per field on system of record Custom field support Conditional rules/controls on record creation Best Regards, Zak

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