SFDC forms vs Marketo forms | Community
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A
Anonymous
September 19, 2016
Question

SFDC forms vs Marketo forms

  • September 19, 2016
  • 4 replies
  • 1961 views

Hi all, we're currently building a new website and our web team prefers to use SFDC forms on it rather than embed Marketo forms. Are there any pro and cons to using SFDC forms instead of Marketo forms?

Thanks

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4 replies

A
Anonymous
September 19, 2016

Best practices dictate that you should use Marketo Forms.  This will ensure that the lead is converted in Marketo as a known lead and no longer will it be anonymous.  If you ue the SFDC Form the lead may stay anonymous in marketo for a time.

    SanfordWhiteman
    SanfordWhiteman
    Level 10
    September 19, 2016

    "for a time" = "forever" (unless you design specifically to deal with this problem).

    Jessica_Kao3
    Jessica_Kao3
    Level 7
    September 19, 2016

    Absolutely agree with what Jamie said.  There are a lot of implications to having that lead as known in your database through an acquisition that Marketo can track.  Specifically as that drives the conversion to membership in programs, what is their acquisition program.  These have implications to understanding what marketing activities drive marketing engagement, what is contributing to pipeline and revenue.  If you use SFDC forms you lose all that valuable data that Marketo provides. 

    Grégoire_Miche2
    Grégoire_Miche2
    Level 10
    September 20, 2016

    Also, amongst other things, SFDC forms usually do not deduplicate, which creates a mess in your DB.

    -Greg

    A
    Anonymous
    September 20, 2016

    Thanks everyone. Sounds like this is not a valid option then. If you can think of any additional reasons, why this could make our life harder, please let me know.

    Grégoire_Miche2
    Grégoire_Miche2
    Level 10
    September 21, 2016

    More broadly, you should better have a lead flow that is consistent for all leads:

    • Leads enter in Marketo, then flow to SFDC

    OR

    • Leads enter in SFDC, then flow to Marketo

    But is you have some lead that flow in one direction and others in another direction, you are sure that you are adding complexity and maintenance costs.

    -Greg

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