How do you track MSI/Sales Insight usage and overall success?

Lauren_Beth
Level 6

How do you track MSI/Sales Insight usage and overall success?

Hi all - We've recently added a ton of MSI seats and are looking to track usage to show value on our added investment to our board.  However Marketo support is telling us there is absolutely no way to track sales usage and has shown little interest in coming up with a solution for us.  How have you managed to track sales usage and engagement with MSI? Thank you!

10 REPLIES 10
Josh_Hill13
Level 10 - Champion Alumni

Re: How do you track MSI/Sales Insight usage and overall success?

You can use the Sales Insight Perf report to get an idea of adoption.

You can get feedback from Sales.

Lauren_Beth
Level 6

Re: How do you track MSI/Sales Insight usage and overall success?

Hi Josh - The sales insight performance report is pretty minimal and I'm hoping for usage of all components of the tool, not just email.  I want to know that it is being used, by whom, how frequently (or not) without having to interview our entire sales team.  Any suggestions for that?  Thank you.

Josh_Hill13
Level 10 - Champion Alumni

Re: How do you track MSI/Sales Insight usage and overall success?

not unless your SFDC Admin can do that.

Grégoire_Miche2
Level 10

Re: How do you track MSI/Sales Insight usage and overall success?

Hi Josh,

Even the SFDC admin cannot do much about it>. The reason is that MSI is a plugin and whatever interaction the user has with this plugin is not logged into SFDC. The only think you could know is who has opened leads page layouts with an MSI plugin in it, but that will not go very far, I am afraid.

-Greg

Gerard_Donnell4
Level 10

Re: How do you track MSI/Sales Insight usage and overall success?

I would love to get these stats too! I tried a while ago to no avail.  This should be addressed as it helps justify the need for the plugin.  I recently showed the full functionality of MSI to Sales and the first question I got asked was how can we make sure are staff are using it.  Some Marketo licenses have hefty charges on a per user basis so you should be able to measure its effectiveness.

Adding as an idea!

Lauren_Beth
Level 6

Re: How do you track MSI/Sales Insight usage and overall success?

Thanks for creating an idea, Gerard!  And I couldn't agree with you more...

Gerard_Donnell4
Level 10

Re: How do you track MSI/Sales Insight usage and overall success?

Hi Lauren,

I just created an idea.  I couldn't find another one the same so hopefully I haven't duplicated a previous one.

Grégoire_Miche2
Level 10

Re: How do you track MSI/Sales Insight usage and overall success?

Voted

Aslihan_Ayan_Ha
Level 7

Re: How do you track MSI/Sales Insight usage and overall success?

Voted Also