Marketing Campaign/Program Name Builder

While there may not be a "one size fits all" solution for Marketo or Salesforce users, there are best practices to keep your instance more organized, structured, and ultimately scalable. We created this program name builder to help you create your own consistent naming convention in Marketo, Salesforce, or any other CRM or marketing automation platform.

Read More
Christie Montague
Marketo Audit Framework - Excel File or Google Sheet

Get access to our customized spreadsheet that takes you step by step through everything you need to audit to get a true picture of your Marketo instance. We’ve been using this template when auditing clients’ Marketo instances for years, making sure we check all of the different areas that are crucial to the marketing automation process.

Read More
Christie Montague