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Pavel_Franger
Pavel_Franger
Level 2
September 13, 2017
Question

Is Marketo actually CRM?

  • September 13, 2017
  • 3 replies
  • 19158 views

I've noticed a fair few people differentiating between Marketo and CRM.

How ever my confusion comes when i try and delete a user from Marketo. It has a clear line;

Remove from CRM: true/false

Is Marketo in fact a type of CRM?

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    3 replies

    SanfordWhiteman
    SanfordWhiteman
    Level 10
    September 13, 2017

    "Remove from CRM" means "Also remove from CRM," i.e. delete the lead not only from Marketo but also from whatever CRM system you've synced with Marketo using a native connector (SFDC, Dynamics, etc.).

    In fact this checkbox confirms that Marketo and CRM are different.

      Pavel_Franger
      Pavel_FrangerAuthor
      Level 2
      September 13, 2017

      Even if the lead didn't come from a CRM source? i don't agree with you that the checkbox confirms that Marketo and CRM are different.

      Pav
      Josh_Hill13
      Josh_Hill13
      Level 10
      September 13, 2017

      They are. Please read the docs.marketo.com for this function.

      This is a flow step that performs an Action on the Lead.  It is giving you an option to also delete the Lead in the synced CRM, if you want. There are tons of threads on this, so do a search if you are curious.

      To be more specific for your comment --- this flow action doesn't care about the Lead Source. You must select the leads you want to Delete with a smart list, only there should you determine the Lead Source or "System Source"

        Rafael_Santoni1
        Rafael_Santoni1
        Level 5
        September 14, 2017

        Pavel,

        You asked and easy question, and it has an easy answer.

        Is Marketo a CRM? No. It is not a CRM.

        Bonus answer: SalesForce is a CRM, Microsoft Dynamics is a CRM. Marketo is a Marketing Automation System that can optionally, send data to a CRM. The option you mention simply allows you to not only delete from Marketo, but gives you the choice to delete from the CRM you have Marketo connected to (if you are using one), like Sanford said.

        Thank you,

        Rafael

        Dan_Stevens_
        Dan_Stevens_
        Level 10
        September 14, 2017

        Here's a nice summary from Jon Miller (the founder of Marketo, now with Engagio):  Big List of Marketing Automation Features - Marketo

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