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Redbooth Templates

Choose a Template to get your workspace instantly built and ready to go.

With this innovative template, you can put yourself in Marketo's shoes: If you were Marketo, what steps would you take when you deploy Marketo into a new environment? This template functions as your to-do list: sending documentation to the IT team, holding a kickoff call, and providing the education and resources needed to ramp up the team — and that's just the beginning.

Marketo - Implementation

With this innovative template, you can put yourself in Marketo's shoes: If you were Marketo, what steps would you take when you deploy Marketo into a new environment? This template functions as your to-do list: sending documentation to the IT team, holding a kickoff call, and providing the education and resources needed to ramp up the team — and that's just the beginning.

Marketo - Implementation

Marketo

  • Education & Resources
  • Kickoff Call
  • Send Documentation for IT

Client

  • Submit a URL for Landing Page and Email Templates
  • Upload Logo into Marketo
  • Complete Marketo Setup After IT Finishes
  • Log In and Create Additional Marketo Users
  • Select CNAME
  • Identify Authorized Support Contacts

Client's IT Department

  • Add Tracking Code to Website
  • Create Dedicated SFDC user for Marketo
  • Download AppExchange Package
  • Integrate Your CRM
  • Configure Protocols
  • CNAME