3 Replies Latest reply on Aug 8, 2013 2:18 PM by Kimi Heskett

    "Gotchas" of delaying CRM integration with Marketo

    Dan Stevens
      Our IT/CRM team (MS Dynamics CRM) cannot support the integration requirements until the November timeframe.  Given the significant investment we made in Marketo (along with Sales Insight, RCA and Social suite), we are moving forward to setup our environment (most of August) and will begin developing/executing campaigns and programs out of Marketo across our global organization.  I understand this is not as uncommon as I might think - in fact, some companies don't even have a CRM system when they deploy Marketo.

      Given our situation, I'd be interested to learn from others in this community of any "gotchas" or lessons-learned we should be aware - specifically in terms of what will happen to our Marketo leads (and activity) when we finally sync with our CRM environment.  I have heard some horror stories on how this will create a bunch of duplicate records and will require a time-intensive manual process to resolve.  I'd love to hear your thoughts/experiences.