2 Replies Latest reply on Aug 24, 2017 12:55 PM by Sarah Livsey

    Managing different types of contacts in one instance

    Sarah Livsey

      We have been been using Marketo for just over a year now and are looking for best practices on how to manage a diverse contact base.

       

      We currently use Marketo to manage our communications with a variety of different contacts including;

      - leads

      - current clients (b2b)

      - members (individuals using our services, these are employees of our clients)

      - partners (that we work with to sell our services)

      - prospective employees

      - additional business segments operating as separate brands

       

      Up until recently we have been using the account type filed as a primary identifier for our contact types, however that is no longer possible (as a single contact to can be more than one type of contact in a single record). We are looking for best practices or recommendations on how to solve this issue. Any suggestions or resources would be appreciated. Thanks!