Welcome to the group! I am also based in the Northwest so piggy backed onto this group a while ago
I implemented a Marketo & Salesforce integration back at my old company a few years ago, but Salesforce was long establish and Marketo was the new kid so don't know if that makes it easier or harder - depends who you speak to I suppose!
I would say in the broadest sense to make a successful implementation you need to have a very strong & close working relationship with your SF admin at your company to ensure any changes and decisions made are with full agreement with both systems so everything stays aligned.
What are some of the particular snags you are experiencing at the moment?
There are alot of SF & Marketo implementations in this user group so I am sure we can all help in some way.
I think our biggest challenge has been implementing both systems from scratch and bringing 19 business units with 9 different CRM systems into two.
I work closely with the SFDC team so we are in a good place to manage change across the business. Now that both systems are live we have specific automation processes that have to take place to give us the reporting we require. As we are still in project infancy we are having a few snags with getting reports to work etc such as changing life cycle statuses, lead score influences and the old classic data management and data ownership.
I guess at the moment it wasn't anything specific just hints and tips as to what you need to look out for to make it as easy as possible. I realise that is vague as people don't know my company, but general things that people found so I can look out for those would be great.
1 of 1 people found this helpful
Sorry to jump on the back of this conversation but also based in the NW - Manchester. Fairly new to Marketo myself (6 months) - would be great if there was a more local user group if there is enough interest/members out there to set one up!
Think it is worth pushing to see if we can get enough people to start a NW group