If you are interested in having a live call (as a group) I'd love to dig in a bit more on your use cases. Please email me at cheryl@marketo.com. I'd like to schedule this as soon as possible (week of 2/27)/
To All - On average, how many leads would be in the smart list you would subscribe to? How often would you subscribe? How many smart list subscriptions do you think you would have?
We would set up a subscription for each of our internal sales force members. Depending on the area of our business, leads currently range from 500 - 8,000. Subscriptions would be monthly. Right now we have 50 internal sales force members that this would apply to; we may have more in the future. Right now we're doing this manually so that sales knows who in their territory is registered on our website.
Huge need. A couple of scenarios not mentioned above.
1) Share lead lists with users who don't have or use SFDC. We need to share registration lists with people who don't all have SFDC access. So a campaign report sent from SDFC won't work.
2) Inactivity reports. Marketo's inactivity filters are very powerful - and I can use them to build smart lists that include records that I cannot find in any way in SFDC (e.g., leads from campaign X that have not been called in last Y days). I need to share those lists of names with others -- e.g., the reps who need to be making the followup calls and the managers who supervise them.
In short - we need to be able to report names out of Marketo, not just numbers - and do it with subscription capability.
We do not use SalesForce - we have a different CRM. One of the processes that we use for putting smart list information into CRM is via Smart List exports. This would be an enormous help.
To answer Cheryl's earlier question, I would need about 300-500 leads in an automated Smart List export per day. This is a list I would then send out to stakeholders -- basically a report of incoming leads from the previous day. I would need to have a few of these types of Smart List subscriptions running parallel, since some reports require different flitered groups (lists) of leads.
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