12 Replies Latest reply on Nov 17, 2017 12:30 PM by Valerie Whiting

    Moved from SFDC to NetSuite

    Valerie Whiting

      I'm curious if there is anyone out there that has experience moving their CRM from Salesforce to NetSuite, while integrated with Marketo. Would love to ask a few questions about that process if there is anyone out there.

       

      The background is that my company used to be on SFDC but moved to NS a couple of years ago, long before I was here. We have been seeing a lot of issues with the syncing between our NS and Marketo, as we have dug into it with our integration provider we we were told that part of the issue is that we used to have our Marketo instance linked to a SFDC instance. Would love to learn more about this and what the ramifications from that are? Will we need to get a new Marketo instance to fix that?

       

      Thanks in advance!

        • Re: Moved from SFDC to NetSuite
          Josh Hill

          sounds like you need a consultant to help you dig more into this.

           

          If you aren't using SFDC anymore, can you disable the sync?

          • Re: Moved from SFDC to NetSuite
            Zak Pines

            Hi Valerie,

             

            A *guess* at what’s going on here: one of the drawbacks of the Marketo-Salesforce integration is once it’s turned on in a Marketo instance, it’s forever locks up your Marketo API access.  This limits your API access only to Marketo lead/contact records, and not company or opportunity data.

             

            Company & opportunity data is going to be key for use cases such as:

            1. syncing account data from NetSuite to Marketo, for use in Marketo smart campaigns / targeting
            2. syncing opportunity data from NetSuite to Marketo for closed loop reporting

             

            Again, I’m not 100% sure if this is the issue you’re facing, but if that is the issue then the only solution per Marketo would be to copy into a new Marketo instance.  Happy to chat further about it.

             

            Zak Pines

              • Re: Moved from SFDC to NetSuite
                Valerie Whiting

                Hi Zak,

                 

                Yes, that pretty much sums it up. I was thinking we were going to have to move instances, but I just found out yesterday that apparently Marketo recently released a "desync" tool that can remove the SFDC connection from our Marketo instance. I haven't been able to scope that out with Marketo yet, we heard this from our integration provider. So I'm curious to learn if it is easier than migrating instances, stay tuned I guess for how this turns out.

                 

                Thanks,

                Valerie

              • Re: Moved from SFDC to NetSuite
                Megan Reardon

                Hi Valerie,

                 

                Our company is about to do the same thing, move from SFDC to Netsuite. Are you fully integrated yet? Is there any drawbacks you could share with me?

                 

                Thanks!

                Megan

                  • Re: Moved from SFDC to NetSuite
                    Valerie Whiting

                    Hi Megan,

                     

                    I'm happy to know there will be another Marketo person on NetSuite! Yes, we are currently integrated with NetSuite and have been for a couple of years now. Unfortunately I wasn't here during the initial cut over, but here are a few things I will note just from being a previous SFDC user at previous companies. We are in the process of fixing our integrations.

                     

                    1) There is no native integration, which prevents a lot more room for error in data transfers. I would highly recommend spending time with your integration partner and making sure everything is set up exactly how you want it, and that you understand how to edit the integration should you need that. We are in the process of cleaning this all up because previous managers of the two systems didn't really pay attention to it, so now we have a lot of issues of the data not passing correctly. DOCUMENT EVERYTHING! If you document everything now, it will pay off in the long run. Do you know which integration partner you are planning to use?

                    2) One draw back, in my opinion, is the lack of a good tie between Marketo Programs and NetSuite campaigns. It makes it hard to work with the sales team on helping them identify what leads are in marketing campaigns.

                    3) The architecture and vernacular of how leads, contacts, companies, opps, etc  are classified is different in NS vs SFDC. Which can impact how your lead scoring and lead funnels is operating. I would think if you are doing ABM, NS actually has a pretty nice architecture for that strategy.

                    4) Make sure to ask Marketo about their new de-sync tool. Apparently it isn't very well known yet, but that is what we are using to remove our SFDC integration from Marketo. It will save you a TON of time rather than having to also migrate Marketo instances at the same time.

                     

                    Luckily, you are starting from scratch so you can help shape what it is from the beginning! It is much harder to go into a messy system and try to slowly clean it up without breaking a bunch of other workflows Let me know if you have any additional questions, I'm happy to chat about it.

                     

                    Thanks,

                    Valerie

                      • Re: Moved from SFDC to NetSuite
                        Megan Reardon

                        Thanks so much for this info! I am a bit hesitant to be happy about this switch, but nothing I can personally do about it . Thanks for the tips!

                          • Re: Moved from SFDC to NetSuite
                            Valerie Whiting

                            Yep, I feel your pain. I think I say at least once a day something about how much better SFDC is than NetSuite and that we wouldn't have nearly as many challenges if we were on SFDC. But like you said, it's not really my decision so I try to make do with what we have Let me know if you have any additional questions!

                              • Re: Moved from SFDC to NetSuite
                                Megan Reardon

                                If possible, can you share with me some of the things that you come across where you wish you had SFDC over NetSuite? Also, are there any specific challenges you're faced with? I'm in SFDC ALL day long, so I know the switch is going to be hard for me!

                                  • Re: Moved from SFDC to NetSuite
                                    Valerie Whiting

                                    Hi Megan,

                                     

                                    I think the number one thing I wish NS had was a native integration between NS and Marketo. Most of the issues we have stems from data getting lost/messed up during the data transfer process Marketo-->Vertify/Muv-->NetSuite, and back. Sometimes it can take several hours for leads to flow from one system to the other - which clearly is a concern for inbound demo requests. This is something we are working on, but when you have to introduce a whole other system, it makes things more complicated.

                                     

                                    Also, building reports and searches in NS is about 10x harder than in SFDC. 

                                     

                                    Thanks,

                                    Valerie

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                                      • Re: Moved from SFDC to NetSuite
                                        Katy Hickey

                                        Hi Valerie,

                                         

                                        I don’t have any experience with Salesforce but we're currently set-up with Marketo-->Vertify/Muv-->NetSuite. We’re also having trouble handling inbound requests, I would love to hear how you are managing it. 

                                         

                                        Thanks,

                                        Katy

                                          • Re: Moved from SFDC to NetSuite
                                            Valerie Whiting

                                            Hi Katy,

                                             

                                            Currently we are using Marketo forms to capture the inbound leads on our website. Once they fill out the form, they pass through Vertify into NS to create the customer record, if new. It passes back into Vertify and into Marketo to pass the Company information (ids, territories, lead owners etc.) onto the Marketo lead record. Lead Owner is notified of new lead. It then goes back through Vertify into NS to create the contact record, then back into Marketo to pass the Contact details (contact id etc.).

                                             

                                            Here's another way of looking at it, if this is more helpful at all.

                                            1. Marketo Form completed

                                            2. Marketo --> Vertify --> Creates Company Record

                                            3. NS --> Vertify --> Marketo

                                            4. Marketo --> Vertify --> Creates Contact Record

                                            5. Sets Company record lead status to MQL and notifies the lead owner

                                            6. NS --> Vertify --> Marketo

                                             

                                            SO, that is all how it is supposed to happen. And it sometimes works, sometimes doesn't. Sometimes it takes a few minutes sometimes it takes several hours. We have been attempting to work with Vertify to understand why there are so many differences in the way the data flows and why we have errors for no apparent reason. Even when our translation tables (translation tables are not my friend) are all set up correctly we still get errors for that. We actually pretty heavily looked at BedRock data to replace Vertify just a few weeks ago, and I was really impressed with them. They seemed to be a better and easier solution to use, but you never know until you go through implementation so we decided it may not be worth the effort of moving platforms at this time.

                                             

                                            Hopefully this was helpful and kind of what you were looking for. Happy to chat with you more if you want to DM me

                                             

                                            Thanks,

                                            Valerie

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