Allow Sales to Save their Own Sales Insight Emails

Allow Sales to Save their Own Sales Insight Emails

We are trying to steer our sales team to use Marketo Sales Insight over SFDC emails. The one advantage SFDC has over MSI is that the rep can save their own template and use it repeatedly, without having to involve marketing.

It would be great if they could do something similar within MSI. As it stands now, a member of the marketing team has to code each email -- which generally isn't a problem for us, but it is a problem for sales who want to be able to just do things quickly.

I realize that part of the advantage of MSI is to have insight/control over the messaging, however, these emails would still show up in Marketo so we could check them for updates, etc. 
2 Comments
Anonymous
Not applicable
Agree 100%. The idea that reps can only send Sales Insight emails that have been set up by marketing - with no ability to customize and save their own version or create their own - severely limits the value of this feature. Reps are going to send their own personalized email. Since they can't do it via Sales Insight, it just means we lose visibility into their activity and the prospects' responses.
kh-lschutte
Community Manager
Status changed to: Open Ideas