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Whats the best way to store order, quote and product information in Marketo

Question asked by Barry Dupont on Nov 15, 2019
Latest reply on Nov 20, 2019 by Barry Dupont

Scenario:

We are in the process of creating a lead scoring programme for our existing, repeat customers.

 

Our plan is:

1) Track the products that our customers are looking at on our website (a question about that here)

2) Compare this data with data from our CRM, specifically:

 - Orders: Order date, products ordered

 - Quotes: Quote date, products quoted

3) If the products they are looking at on the website have not been ordered or quoted within a certain timeframe, then they will be added to the lead scoring programme, and hopefully, become an MQL for sales to follow.

 

My question is the best way to store the order, quote, (and related product) information in Marketo. We have integrated our custom CRM using the REST API, so have developer resource to do this, but I not sure how to structure it in Marketo.

 

I'm assuming either custom activities for 'has ordered' or 'has been quoted' with the product as an attribute, or custom objects - but don't know which.

 

Appreciate any advice. Please let me know if any clarification is needed.

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