Syncing Programs to Campaigns
Marketo’s native connector to Dynamics does not support the synchronization of Marketo programs to Dynamics campaigns. In a Salesforce ecosystem, many rely on this Sync to Campaign functionality for campaign-based reporting from their CRM, but the campaign sync is not available in Dynamics. Digital Pi has a solution to sync Marketo programs and members to DCRM campaigns to enable better reporting and insights in Dynamics.
Better Handling of Lead Disqualification
Disqualifying leads with DCRM’s native Disqualify button has an unfortunate side effect—updates from Marketo stop syncing to Dynamics, thus preventing handraisers from reaching Sales. With some thoughtful development, streamlined processes and training, however, we can help overcome this particular sync issue, enabling leads to be nurtured back through your funnel—and back to Sales.
Optimizing the Marketo Sync
Lookup fields and GUIDs, stakeholders, revenue attribution, field mapping—many companies struggle with these common challenges between their Marketo and Dynamics instances. Luckily, there are also strategies and best practices to overcome limitations and augment native sync capabilities. Understanding your instance’s customizations and business goals are key for our team to help address your specific needs.