4 Replies Latest reply on Mar 6, 2018 1:32 AM by Jessica Leung

    Managing data from sister companies in one Marketo instance

    Jessica Leung



      Just wondering if anyone else has a similar lead management situation and what the best way is to handle it; I've got an idea but would be good to get feedback from others.


      We're (Company A) looking to include our sister companies (Companies B and C) databases into Marketo, mainly for big company announcements, or a message from the CEO. These acquired companies operate separately from ours (they have their own marketing activities), so I would only want to include them into our general marketing comms/lead gen campaigns only if they've engaged via a download.


      Would the best way to identify these leads who may originally be from Company B, but have engaged with Company A is via a check box for each company? So that going forward, for any company-specific lead gen/marketing comms from Company A, we could then apply the checkbox for Company A as a filter? And the original lead from Company B would be included?