Consolidate Marketo Sales Insight in Salesforce - make it easy for Sales!

Consolidate Marketo Sales Insight in Salesforce - make it easy for Sales!

Our account managers and inside sales team would like to have one view of Marketo Sales Insights in Salesforce.  Right now, they have to scroll down to the Marketo Area within a Lead or Contact View to "Send a Marketo Email", see Interesting Moments, Email and Web Activity. Then they have to go up to the Marketo Tab to view Best Bets, Anonymous, and Leed Feed and again, Email Activity (but not be able to send a Marketo Email), Account Watch Acvitity.

Marketo should consolidate these two views as you know, Sales always wants it easiest way possible and this, I agree with.





2 Comments
Beth_Holine
Level 2
You can consolidate a lot of things by using contact/lead views in Salesforce - you can pull in all of fields you want (last interesting moment, last interesting moment date, flames, stars, lead score, email, phone number etc.), you can emails out of the views as well and you have the added bonus of being able to sort the list by any of the above fields. Hope that helps!
kh-lschutte
Community Manager
Status changed to: Open Ideas