2 Replies Latest reply on Aug 19, 2016 11:40 AM by Carrie Lawson

    Netsuite to Salesforce CRM/Integration change

    Carrie Lawson

      Hello fellow Marketers,

       

      We are currently going down the path of changing our CRM (Netsuite to Salesforce).  We had our kickoff meeting this week and there are a few things that i have been curious of.

       

      1. What capabilities will open up for us with having an integration with Salesforce?

      2. What common problems do i need to try to avoid when changing the sync to connect to Salesforce?

      3. Is it better to re-purpose fields and update the values? or create new since label and values will most likely be changing? Perhaps re-purposing default fields and recreate any custom?

      4. What are the ramifications if we sync Lead, Contact, and Account info but wait till phase II when it comes to Campaign/program sync?

      5. What other question should i make sure i am asking?

      6. What are some known common issues when changing CRMs that we should be aware of?

        • Re: Netsuite to Salesforce CRM/Integration change
          Josh Hill

          The process to sync to SFDC is well documented in docs.marketo.com and in many threads.

           

          • SFDC Campaigns - this is a checkbox in Admin and it is fine to turn it on anytime. Until you do, however, you cannot use Add to SFDC Campaigns, etc.
          • Fields - this should be part of your migration plan. You, the SFDC Admin, and other staff should discuss this in detail to avoid data loss.
          • Migration Plan - have one.
          1 of 1 people found this helpful
            • Re: Netsuite to Salesforce CRM/Integration change
              Carrie Lawson

              Thank You Josh, I did locate the sync to SFDC documentation and have been reading it extensively for several days.  I have been researching a lot to make sure i know as much as i can, but there are always issues that arise that might not have been documented.  Trying to understand what else i might not know that are some of the most common mistakes that are made when changing CRMs when using Marketo.