Building a data hygiene strategy for Marketo Engage and CRM Sync
Hear from Adobe Marketo Engage Champion, Miray Vu, to understand the critical role of database hygiene and her proven strategies and actionable checklists to help admins push clean, reliable data to CRM–accelerating pipeline velocity and boosting revenue.
Key takeaways
- Establish clear data standards Set and enforce standards with all stakeholders to ensure consistent, accurate data across systems.
- Define your data hygiene process Identify what your process must address—deduplication, enrichment, incomplete/wrong values, field validation, etc.
- Plan, test, deploy Map everything out on a whiteboard, build it in a sandbox, and then move it to production.
- Choose the right approach Select Trigger/Batch + Request campaigns for simple needs; Executable campaigns for complex scenarios.
- Monitor and audit regularly Use Marketo Engage’s CRM Sync Status, Notifications, and regular audits to catch and resolve issues early.
- Train and document Train teams and document processes to ensure accountability and consistency throughout the organization.
Additional resources
- Join the discussion on Marketing Nation Community, where Q&As are posted.
- Marketo Engage data hygiene using Executable Campaigns
- Mastering data hygiene for Salesforce CRM sync with Marketo Engage
- How to perform deduplication using Marketo Engage REST API
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