RCM/Lead Life Cycle Model

Tammy_Chan
Level 2

RCM/Lead Life Cycle Model

Hi,

Does anyone know if the RCM molder is a standard feature when you purchase Email Marketing Bundle package? I have access to this and my sales rep is saying that I shouldn't have access to it?

Thanks,

Tammy

7 REPLIES 7
Grégoire_Miche2
Level 10

Re: RCM/Lead Life Cycle Model

Hi Tammy,

AFAIK, it does not. but the bundling have changed quite a few times, so....

Check you can approve you model, though, you might get a error message saying you are missing a license

Even if you have it, without a closed loop data flow that can feed Marketo with information about opportunities and won deals, it will not get you very far. Email Marketing bundle does not have the CRM connectors, as far as I know, so you would have to get a custom CRM integration or run frequent imports to update lead data (statuses mostly).

-Greg

Tammy_Chan
Level 2

Re: RCM/Lead Life Cycle Model

Gotcha- I had access to build and approve, but I don't have access for a way to report on it- which sounds like what you're saying. I was more curious if this is an known 'issue' where you can build the RCM model approve it, but not get reporting on it.

Grégoire_Miche2
Level 10

Re: RCM/Lead Life Cycle Model

Hi Tammy,

Not even a "success path analyzer" in the Analytics section of Marketo ?

-Greg

Tammy_Chan
Level 2

Re: RCM/Lead Life Cycle Model

I don't have a success path analyzer- I see program analyzer- but I do not have access to that either.

I hopped on a call with Marketo solutions engineer yesterday and he said I was missing a filter to view the revenue cycle model stages I built out. I'm not sure what is going on or what I'm missing either because when I implemented my Marketo instance in November with the paid launch pack- I was missing quite a few things and was led down inaccurate paths for setting things up... so I'm not very confident as to what I should/should not have.

Grégoire_Miche2
Level 10

Re: RCM/Lead Life Cycle Model

The Program Analyzer can work without a RCM. The SPA cannot.

-Greg

Aaron_Banko
Level 1

Re: RCM/Lead Life Cycle Model

I just had this issue i had no models approved and this message would come up if you didn't have it in your bundle what marketo calls "our Life Cycle Modeler module."

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Grégoire_Miche2
Level 10

Re: RCM/Lead Life Cycle Model

Yes, this is exactly what I meant writing:

Check you can approve you model, though, you might get a error message saying you are missing a license

-Greg