Included in this article
Lead-to-Account Matching
Why aren't leads automatically associating with my named accounts?
- Because the named accounts have not been created from the Discover Company grid or Discover CRM grid. Marketo TAM only supports automatic association when you create Named Accounts from Discover grids.
Why do the incorrect leads get associated with my Named Accounts?
- The most common cause of this is an error made associating the company to the incorrect Named Account.
- The Support team has the ability to delete the rule for further association of the wrong leads to accounts. Contact Marketo Support for more detailed information.
Discover CRM Accounts or Discover Marketo Companies
Why do I see fewer numbers of CRM accounts in the Discover CRM account grid than in my CRM system?
- Marketo TAM de-duplicates the CRM accounts based on their account name. (e.g. the 2 CRM Accounts "Acme" and "acme" would show as 1 company in discover grids).
Why can't I see the new contacts and opportunities automatically associated with my Named Account that I created based on that CRM account?
- Make sure the Named Account was created from the Discover CRM grid.
- Make sure the CRM account name in the CRM system has not changed. If it has been changed, then go back to the Discover CRM grid and associate the new CRM record in this grid with the existing Named Account.
I can't see any company names in Discover CRM grid or Discover Companies grid.
I have a bunch of leads from a specific company, but I don't see this company in the Discover grid.
- It can take a few minutes up to a few hours to process the new leads in the lead database before the company is proposed on the Discover grid. Check if the leads were recently created in the system.
- The company name on the leads could be different than the company name in the Discover grid. One of the databases we use matches companies to domains used, but another one may have a different company listed, which will get sorted out as the databases update the records.
- This issue could also be caused by information from those leads coming from an ISP, or if they have public email domains (e.g. Gmail, Yahoo). We don't show these company names in the Discover grid.
Top Accounts
Why I can't see any named accounts in my Top Named Account list?
- TAM won't show Named Accounts in Top Accounts with ZERO pipeline or ZERO account score.
Top People
Why can't I see people with stars and flames at account level?
- This will happen if your subscription doesn't have Sales Insight enabled
Interesting Moments
Why don't I see Interesting Moments at account level?
- This will happen if your subscription doesn't have Sales Insight enabled
Email Activities
Why can't I see Email metrics such as number of emails sent at account level?
- This will happen if your subscription doesn't have Email Insights enabled
User License
Why can't my users see the new TAM Tile?
- Each user must have an TAM license issued in order to access the tile.
User Permission
Why can't I create/edit/delete a Named Account, Account Lists etc.
- This will happen if the user doesn't have permissions enabled to create/edit/delete Named Accounts.
Logos
Why can't I see the Logo for my Named Account?
- Logos are not supported when you merge 2 companies into 1 Named Account
Additional Documentation
Here are some links to related Documentation that you may find useful:
Account Based Marketing (ABM) FAQ - Product Facts & Figures
Target Account Management Overview - Marketo Docs - Product Docs
TAM - Issue a License - Marketo Docs - Product Docs
TAM - Permissions - Marketo Docs - Product Docs
TAM - Getting Started With TAM - Marketo Docs - Product Docs
TAM - Account Score - Marketo Docs - Product Docs
TAM - Account Lists - Marketo Docs - Product Docs
TAM - Add People to a Named Account - Marketo Docs - Product Docs
TAM - Discover Accounts - Marketo Docs - Product Docs
TAM - Lead to Account Matching - Marketo Docs - Product Docs
TAM - Named Accounts Overview - Marketo Docs - Product Docs
TAM - Account Filters - Marketo Docs - Product Docs
TAM - Account Triggers - Marketo Docs - Product Docs
TAM - Main Dashboard - Marketo Docs - Product Docs
TAM - Account List Insights - Marketo Docs - Product Docs
TAM - Named Account Dimension in RCA - Marketo Docs - Product Docs
TAM - Named Account Insights - Marketo Docs - Product Docs
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