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

Name: Building a Single Instance for 4 CRMs: What I learned in stretching the limits of Marketo
Start: 2022-08-02T13:00:00-05:00
End: 2022-08-02T14:00:00-05:00

Aug 2, 2022, 6:00 – 7:00 PM (UTC)

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