Download: Marketo - Salesforce Integration Guide

For the Benefit of Sales - Marketing Alignment and your Salesforce - Marketo Integration

This guide enables you to output a 20 stage lifecycle model in a flowchart just like the one above!

Hey all, I spent a couple hours today documenting a Marketo - Salesforce buildout that features a 20-stage lifecycle model — one I’ve been working on with my Marketo and Salesforce Partner sandboxes.

I wanted to share what is essentially a guide based on the current build-out, featuring “recipes” for essential, foundational Marketo operational programs (and their associated smart campaigns), as it stands in the buildout today.

Bear mind I’ve not put the solution through a stress test, nor fully engaged the lifecycle model in defining every transition. However, as you’ll see in the Demo landing pages (provided in the text of the guide), the solution does seem to move leads/contacts around fairly accurately.

It stands to reason this guide will be updated periodically as I get further along with the build.

For now, submit the form below to download a PDF of the current version of the guide!

Psst… I also have a version of the guide on Google Drive and seeking collaborators and feedback to hash this out in greater detail; ask for access and I’ll reach out to you!