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Building a Single Instance for 4 CRMs: What I learned in stretching the limits of Marketo

Aug 2, 2022, 6:00 – 7:00 PM

North America Virtual MUG

In this session, you'll hear from Brooke Bartos of InvoiceCloud on the journey to build a single Marketo instance to support 5 brands and 4 CRMs. She'll discuss some of her biggest learnings and takeaways from this project.

About this event

In this session, you'll hear from Brooke Bartos of InvoiceCloud on the journey to build a single Marketo instance to support 5 brands and 4 CRMs. She'll discuss some of her biggest learnings and takeaways from this project, including:

  • Workspaces and Partitions: Building a partition management system to avoid intentional duplicates
  • Tokenization: Using singular templates and folder level tokens to support multiple brands -- and a rebranding
  • Custom Objects: using custom objects to house Account and Opportunity data from each unique CRM

Speaker

  • Brooke Bartos

    EngageSmart

    Director of Marketing Operations & Analytics

Organizers

  • Natalie Kremer

    Etumos

    Marketing/Ops - Mgr

  • Jackie Potts

    Tebra

    Marketing/Ops - Mgr

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