#KreweChats - Episode #9: Marketo Sales Insight

[Joe_Reitz]

Hey #MKTGNation!

On this week's episode of #KreweChats, we delved into Marketo Sales Insight with special guest (and #MKTOChamp) Emily Dick​. Emily is an absolute UNICORN when it comes to Marketo and Salesforce expertise, and we were thrilled to have her perspective on this episode of #KreweChats! More professionally speaking, Emily is a MOPs Manager at ACL, Marketo Champion, and an all around great person to chat with about all things Marketing. Also seen on this chat were #MyKrewe regulars Jenn DiMaria​, Sydney Mulligan​, and Juli James​!

As many of you are probably already aware, Marketo Sales Insight is an amazing tool that can help any organization drive towards better alignment between sales and marketing, and it does this in a few unique ways. You can dive into the full episode at the link below, but, um... This is a blog post, so we gon' expound on some shenanigans.

• Point #1: you learn more about the Krewe's favorite fast food indulgences than you ever wanted to know. Shout out to my Louisiana folk
• If you aren't putting MSI into a frame of reference that immediately benefits your sales team, you're doing it wrong.
• You should also be conducting regular training for your sales team. We recommend a monthly webinar series that walks through each aspect of MSI (or quarterly, at the very least!)
• Make it easy for your sales team to send emails through MSI, whether directly from SFDC or the Outlook Plugin (Sorry Mac users/AKA: Listen up, MKTO!)
• Encourage your sales folks to prospect via the Anonymous web activity tab and LinkedIn Integration!

Those are the high points, but if aligning your sales and marketing organizations is something you're interested in, then this episode is for you!

*#KreweChats Episode 9: Marketo Sales Insight - YouTube

[Dan_Stevens_]

Great episode guys!  Joe, you ended the session with a function that I wasn't aware of - specifically the anonymous activity insight.  I understand this is a SFDC-only feature and not part of the MS Dynamics feature set.  I'd like to create an Idea for this since anonymous activity is very useful insight for our sales teams.  When you get a chance can you include some more detail around this - and perhaps include some screenshots?

[Joe_Reitz]

Hey Dan Stevens !

Thanks for watching! It's really encouraging to us to hear people getting something out of these episodes!

I created some training videos a while back at a previous employer that help overview the whole process (because of course I did). I'd be happy to share them, so long as you promise not to share them publicly

PS: I didn't know you were located in Cleveland! Next time I'm at Fathom HQ, we'll have to grab lunch/coffee/beer. Maybe loop in Kimi Heskett​, too!

[Dan_Stevens_]

Yeah, I'm from Cleveland - thanks for rubbing in last week's World Series loss with that shirt you were wearing! 😉  What an amazing Series (and game 7) that was!

I know some of the Cleveland Marketo users - like Kimi and Joe Moran.  I used to attend many of the MUG meetings when they were held at Hyland Software.  While they don't happen as frequently as they once did, hopefully I can re-adjust my schedule to make next Monday's meeting.

[Joe_Reitz]

I grew up in Chagrin Falls, and was at the inaugural game at (then) Jacob's Field... back in the year nineteen hundred and ninety four, in the year of our Lord. So I grew up an Indians fan. Definitely bittersweet win, but WOW! What a game!

[Geoff_Krajeski1]

Wishing I was able to join this one.  Had a bunch to add!

Sometimes work and those priorities take hold

[Anonymous]

Was just speaking with my SDRs about how they are using MSI for following up on eBook downloads. They often use this line "my marketing team has just sent me a notification that you downloaded XYZ" to break the ice. This is for filling out a form and not just an email click/open so perhaps a bit less of the creep factor

[Anonymous]

This is the first time I'm hearing of #KreweChats. Is this something you do live, or just recorded? (Also, Cane's Sauce is the best.)

[Anonymous]

Where can I find info about all the features of MSI? I am not really familiar with the request campaign, giving sales templates to use, and some other things. I want to make sure I am using it fully!

[Geoff_Krajeski1]

There is a group of us that typically do this live, but then we always post the recording to the Marketo Community

[Grégoire_Miche2]

HI Amy,

look here Marketo Sales Insight - Marketo Docs - Product Docs  and, for the campaign piece, here: Add a Lead/Contact to a Marketo Campaign from Salesforce - Marketo Docs - Product Docs

-Greg