Integration : Marketo & CRM

Marketo Office Hours - 05/02/21

50mn   Expert Level

This session was dedicated to Marketo – CRM integration.

Sylvain opens his Marketing Automation – Marketo – and his CRM – Salesforce – to present us the secrets of this native integration, and the best practices to get the most out of it.

00:00 The end-to-end lifecycle. What happens when you acquire Marketing Automation in the CRM? Definition of the Qualification / Enrichment / Conversion / Deduplication processes
06:30 The difference between Lead and Contact. Why Marketing preferentially uses the Lead to receive information from the Lead.
08:30 Question: Can we send an alert to the sales team when the lead is converted?
12:25 The Revenue Cycle Model becomes available when synchronization is implemented
13:20 The Program Analyzer and the Revenue Attribution Engine of Marketo
15:10 The Opportunity Influence Analyzer
16:36 How Marketo CRM Synchronization Works
18:50 Impact of Sync on Marketo Fields
20:30 Question: I have MS dynamics and I have some unmapped fields
21:30 Possibility to remap or merge fields with Marketo support
22:08 Choice of default synchronization settings on Marketo side
24:25 Marketo iframes to insert in CRMs and Interesting moments
25:50 Transfer of people from MArketo to CRM and Lead Life Cycle program
27:20 Filters, triggers and actions possible in the CRM from Marketo thanks to the synchro
30:00 Impact of partitions on the lead life cycle and scoring
31:30 Question: why only one campaign that pushes leads to the CRM? and the management of keys between Marketo and the CRM
37:48 Question : what happens if a salesperson adds a person to a Salesforce campaign that is synchronized with Marketo
41:19 synchronization of custom objects Salesforce – Marketo .example of Quizzes

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Sylvain offers you one hour every Thursday to ask all your questions and share best practices in Marketo and Marketing Automation.

Posted By Sylvain

For the past 20 years, Sylvain has been choosing and assembling the best technologies for his key account clients, to help them create a successful end-to-end customer experience. Surely the Leonard of the team, he is a fan - and expert - of Marketo! He sits next to his clients, drives them forward and makes Marketing Automation projects succeed with his team.