Revolutionize Your Sales Strategies with Marketo Salesforce Integration

Marketo-Salesforce Integration

The Benefits of Integrating Marketo and Salesforce

Marketo and Salesforce are two of the most popular sales and marketing software platforms on the market today. Marketers use Marketo to manage lead data and to execute targeted campaigns, while sales teams use Salesforce to manage customer data and to close deals. Integrating the two can result in significant benefits for businesses. According to a recent study, companies that integrate Marketo and Salesforce see a 25% increase in sales productivity, a 20% increase in win rates, and a 22% increase in marketing ROI.

Steps to Integrate Marketo and Salesforce

Integrating Marketo and Salesforce is a fairly straightforward process. The following are the basic steps:

  1. Make sure you have administrative access to both Marketo and Salesforce.
  2. Install the Marketo package in Salesforce (this will sync your Salesforce leads and contacts with Marketo).
  3. Set up a Marketo-Salesforce sync for lead and contact data.
  4. Map your Marketo custom fields to your Salesforce fields.
  5. Configure your lead lifecycle stages to sync between Marketo and Salesforce.
  6. Turn on the lead scoring sync between Marketo and Salesforce.
  7. Configure your Marketo programs to push data to Salesforce (this will allow you to track customer engagement in Salesforce).

Common Issues with Marketo-Salesforce Integration and How to Troubleshoot Them

Despite its many benefits, integrating Marketo and Salesforce can be tricky. Here are some common issues and how to troubleshoot them:

Overall, integrating Marketo and Salesforce can provide businesses with a significant advantage in terms of productivity, win rates, and marketing ROI. Just be sure to take the time to properly set it up and troubleshoot any issues that arise.

Marketo-Salesforce Automation