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Complete lead management program design and configuration
Perform database de-dupe and cleanup
Perform CRM integration and testing
Setup and complete bi-directional CRM/MA database synchronization and testing
Inventory all integrations with 3rd party MarTech and their integration points
Plan and complete all the integrations with 3rd party MarTech into new system
Remove existing and redeploy sales enablement tools (within CRM)
Setup new email alerts and notifications
Complete marketing and sales user training
KEY MARKETO TASKS
Started
Completed
Complete nurture program redesign & porting
Configure and complete new reports, dashboards, and analytics
Perform user acceptance testing (UAT). Consider running two systems to mitigate risk
in short term.
Process documentation; document all process and workflows for optimization and efficiency.
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