We are running in to a situation where we have what we are calling "Blind Opportunities" These are opps, that have never really interacted with us before and do not exist in our system, but have presented themselves as opportunities. (Our business model has a 1-1 person to opportunity relationship, we are essential B2C).
Current SOP is for a SFDC admin to create the lead in SFDC with all the relevant information and immediately convert them to an opportunity. There is a delay in the sync between Marketo and SFDC. So when the person is finally synced into Marketo, none of the "Lead" information is pushed over only the Opportunity/Account fields.
Aside from creating smart campaigns that would take the information that exists on the account/opportunity and print it to the other lead fields, is there a way to get SFDC to also sync the lead fields for a new person, after the lead has already been converted.
Ill admit that I am not super familiar with the SFDC side of this integration, so there could also be something, business process wise that we are doing incorrectly as well. Any help would be appreciated.
Please take a close look at the Documents here and on docs.marketo.com for how the sync works.
Are you seeing the SFDC COntact associated to the Accounts? What seems to be missing?
What exactly is the SFDC Admin doing and why isn't the salesperson handling this?
Why are you not plugging in the Lead through Marketo first?