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Salesforce Migrations

Marketo to Salesforce Migration

Move leads, lists, consent records and engagement history from Marketo into Salesforce marketing tools without losing campaign context.
  • No obligation - response within 1 business day for your Marketo to Salesforce Migration
  • Trusted by senior FinServ decision-makers for Marketo to Salesforce Migration
  • 9+ years of CRM specialism for financial services and fintech - including your Marketo to Salesforce migration

TRUSTED BY LEADING FINANCIAL SERVICES BUSINESSES

  • MoneyCorp
  • Monavate
  • YouLend
  • Yaspa
  • Iwoca
  • Yonder
  • Caxton
  • AAB
  • MoneyCorp
  • Monavate
  • YouLend
  • Yaspa
  • Iwoca
  • Yonder
  • Caxton
  • AAB

Salesforce Migrations

A smooth move to Salesforce

Marketo to Salesforce Migration

A Marketo to Salesforce migration moves leads, lists, consent records and engagement history out of Marketo and into Salesforce marketing tools such as Marketing Cloud Account Engagement. Evara audits your programmes and smart campaigns, maps lead fields to Salesforce, carries consent status across and rebuilds the automation that matters as Flows and engagement programmes. In financial services, keeping the evidence of opt-in is essential. See our lead generation expertise for the marketing side.

Why choose a Marketo to Salesforce migration?

  • Zero-loss migration

    Every contact, deal, note and file moves from Marketo to Salesforce with full field mapping and validation.

  • Live in weeks, not months

    A proven Marketo to Salesforce migration playbook delivers a clean cutover, typically in under 6 weeks.

  • No disruption to revenue

    We migrate in parallel and switch over cleanly, so your sales team never loses the pipeline.

  • Salesforce set up the right way

    Not a lift-and-shift - we configure Salesforce to your process as part of the Marketo to Salesforce migration.

CRM adoption increase
Records cleaned and unified
Data accuracy and visibility
Systems deployed

Not moving off Marketo?

If you want to keep Marketo and connect it to Salesforce rather than migrate away from it, we build that integration too.

See the Salesforce Marketo integration →

Frequently asked questions

Common questions about your Marketo to Salesforce migration

The ones that protect revenue and compliance: lead capture and routing, consent management, welcome and nurture sequences, and lead handover to sales. They are the easiest to test and the most expensive to get wrong. Once they run reliably in Salesforce, add scoring and reactivation. We set the priorities with you after auditing which Marketo programmes still earn their place. Our smart lead generation approach helps shape the order.

Campaign membership, email engagement and form fills can be migrated as campaign history or activity records where volumes and fields allow. Consent status, source and timestamps come across, so you can still evidence permission to contact. Anything that cannot move is documented. Marketo and Salesforce often already share lead and contact records through the Marketo sync to Salesforce, so we deduplicate before loading and marketing and sales end up on one clean database.

No. Salesforce marketing tools such as Marketing Cloud Account Engagement are options, not requirements, and the right one depends on your channels, volumes and team skills. We compare them against how you market today, then plan the migration and integration around your chosen tool, including how leads sync with the Salesforce CRM and how unsubscribes are honoured from day one.

Keep exploring

Similar Salesforce Migrations

GET IN TOUCH

Start the Conversation.

Moving off Marketo? As a Salesforce partner for financial services and fintech, Evara handles your Marketo to Salesforce migration end to end - mapping every record, validating the data, and cutting over cleanly with no loss or downtime. No obligation, no hard sell. Book a consultation and we'll map out your migration plan.

Book a Consultation

No obligation. Response within 1 business day.