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I haven't seen a lot out there about implementing a second revenue model in the same instance. This post by Jeff Coveney kind of hints at it, although this is more for creating a model for upsell/cross-sell vs. a completely different line of business that would run simultaneously as a second model.1 of 1 people found this helpful
I haven't done it but if I was to tackle creating a parallel model, I think you would need
- some kind of master field that identifies which type of lead it is (partner vs. product)
- a second lifecycle stage field that maps to the funnel of your second revenue model
- in your revenue stages for each model, add a filter to say type = partner or type = product
- map the revenue stages for each model to its relevant lifecycle stage field
Come back and share how it's working if you do implement this! I'd be curious to see.
Justin Norris | Perkuto
You can have up to 15 models running depending on what version of marketo you have.
Justin is right that you need to ensure a way to identify who should be in which model:
- Regular End User
- Product Y
- Product X