We would like to cut down on the number of click that it takes to get to a specific template in Sales insight for our Sales team in SF. Right now, it takes 5. Our sales team typically starts out at the account object when they are working through a list. So they click through to the contact; then to Marketo Sales Insight; then to the template selection dropdown, then they have to select a template; then send. I would like to be able to shorten this.
Also, currently Marketo for Outlook doesn't work for us due to organizational restraints.
Does anyone have any suggestions on how to make this a quicker process?
Why wouldn't they use a Contact View instead? There is a button for Send Marketo Email (unless it wasnt put on that page).
Thanks. It wasn't added but I can discuss with my SF Admin to get the button placed on the page and see if that helps usage.