Tips for newbie implementing and managing Marketo for the first time

Hi Lisa, 

Welcome to the community. What I will say is every organisation is different and you have to make it work for you which I am sure you will do. Some of the things to consider 

1) Make sure you align it with your CRM and the way your business works. The relationship should be seamless and which platform is the master

2) Define your lead life cycle process and be clear on the rules. Where does marketing hand over to sales and what should sales be doing to progress

3) Naming conventions - an absolute must for usage and reporting

4) Define user roles Admin & general usage 

5) How will your data be managed - partitions, work spaces and what rules do you want around each 

6) Document everything, it can be a nightmare but it is worth it. I used Vidyard to record short videos which worked really well

7) Define your super users and supporters early 

8) Define standard approaches to how you use campaigns and build some master templates out

9) Consider other tech in your organisation and how you can integrate it 

Good luck and feel free to reach out if you need any help 

Document everything! Especially key processes like your lead lifecycle. Also it's a great idea to create a field library to document what important fields do and which system is setting the values.

For me it's all about streamlining. Starting fresh is the best time to make sure you have as many programs using as few processes as possible. Streamline your lifecycle processes to stamp people so you don't have every net new lead through a program going through 4 different flow steps that you can do globally.

Also, that goes for sub-processes as well. If you have a contact us process, manage each location/url through a different smart campaign, but manage the data through one singular, global process. Now if you ever have to change something globally, it should be simple and confident in effectiveness.