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Business Process Question: Create Opportunity for EVERY Order to maximize Marketo?

Question asked by 391a492acd7fcd06d05f8d4d4b419fd76b610b56 on Oct 22, 2015
Latest reply on Oct 25, 2015 by Grégoire Michel

Hi,

 

We are a relatively new user of Marketo. We historically haven't always created an Opportunity for every Order. For example if a rep received a fast request for a software product, they would have moved directly to the Order, skipping the Opportunity. However, we want to take advantage of the Marketo features, which are tied into the Opportunity status. Best practices for Marketo users, do you require sales to create an Opportunity for EVERY order so it can be tracked, acted upon, changed to the correct revenue stage, etc?) Any guidance on your business process would be very helpful.

 

Thanks

Rob

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