Re: Suggestions for reporting on programs in Salesforce

Anonymous
Not applicable

Suggestions for reporting on programs in Salesforce

What is best practice for giving non-Marketo users ability to see activity on a Marketo program? 

For example, we do a telemarketing effort to a list that is defined by a smart list in Marketo.

I've provided them with spreadsheet of the list, but any suggested best practices for allowing non-Marketo managers to run Salesforce reports on activity that has happened with that list? 

I could setup a custom field in Salesforce, but just wondering if anyone has any other suggestions? 

Thanks. 
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Anonymous
Not applicable

Re: Suggestions for reporting on programs in Salesforce

One suggestion would be to sync your Mkto program to SFDC as a campaign. Do you have a telemarketing type channel set up with progression statuses in Mkto? If you do, these statues will keep track of progress that you define yourself. Then, by syncing, a SFDC campaign is created that is available to be reported on and will track the Leads based one the progression statuses. You determine what qualifies for the status so you have complete control.
Josh_Hill13
Level 10 - Champion Alumni

Re: Suggestions for reporting on programs in Salesforce

Great idea Jeff!.