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Marketo University

Lead and Data Management

Implement lead and data management strategies

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Struggling to communicate with your subscribers? Let them tell you what communications they want and how often they want to hear from you. Learn how to create and manage a subscription center to develop an appropriate cadence and process.

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Watch how to implement processes between you and your subscribers by setting up and managing your subscription center.

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Follow these steps to create new custom fields.

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Learn how to clean up your lead records and maintain a healthy database in order to send straightforward content and track quality data.

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Watch how to clean up and create programs that help you maintain a healthy database.

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View the following link for more information on Smart Lists and Static Lists when maintaining a healthy marketing database.

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Check what you’ve learned about maintaining a healthy marketing database.

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Improve the quality of leads that marketing provides to sales by using a lead scoring program.  Learn about lead scoring, how it works, and steps for success to realize its measurable benefits.

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Watch how to build a lead scoring operational program, use tokens in the campaign, and import pre-built campaigns.

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Create your own scoring campaign by following these steps.

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Do you know how many leads are in each stage of the buyer journey and when sales should contact them? Learn about creating a lead lifecycle program that uses scoring to to get insights on where your leads are in their journey.

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Create a lead lifecycle program that tracks your leads using program statuses and acts on those leads who are ready for sales.

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Follow the steps to import a lead lifecycle program that you can customize for your organization.

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With Marketo CRM Sync, you can help coordinate marketing and sales activities by seamlessly sharing relevant information between Marketo and your CRM. Learn about syncing Marketo to your CRM.

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Watch how to configure Marketo CRM Sync.

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View steps for setting up Marketo CRM Sync with Salesforce or Microsoft Dynamics.

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Check what you’ve learned about Marketo CRM Sync.

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