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