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

North America Virtual MUG

Tue, Aug 2, 6:00 PM (UTC)

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


  • Brooke Bartos


    Director of Marketing Operations & Analytics


  • Jackie Potts


    Marketing/Ops - Mgr

  • Natalie Kremer


    Marketing/Ops - Mgr

  • Sydney Mulligan

    EMMIE Collective