The Complete Guide to Marketo and Salesforce Campaign Influence Syncing and Reporting

 

Why Sync Marketo and Salesforce

 

Marketo is one of the most powerful marketing automation systems. Once an experienced user described it to me as
a system in which you can execute upon all that you can imagine.Salesforce is the most popular CRM in the word. So understanding and monitoring the campaign influence sync between the two systems is the main reason to sync the two systems.

 

The post will include the following:

1. Introduction
2. Setup
3. Day-to-Day Syncing Process
4. Timing to Sync New Leads
5. Field Syncing
6. Resolving Sync Issues
7. Salesforce Campaign Influence Reports
8. Conclusion

 

Introduction

While many companies perform the initial sync between the two systems, they stop after enabling the initial sync. There is no troubleshooting, no monitoring and no deepening of the sync potential.

Why sync and further sync Marketo and Salesforce?

• Do it to send your Sales team qualified leads
• Do give your Sales team the lead data they need
• Do it to give your Marketing team the mutli-touch Salesforce Campaign Influence reporting reporting to show attribution for each campaign
• Do it to improve your Marketing and Sales alignment by fostering better data transparency and accuracy

If I’ve peaked your interest with the above reasons, please read my guide to follow.

Continue to Setup

 

Image courtesy of KitCreative