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Managing data from sister companies in one Marketo instance

Question asked by Jessica Leung on Mar 2, 2018
Latest reply on Mar 6, 2018 by 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?