Hello Maketo community,
We have just finalised our Marketo-SFDC sync in our organisation.
We are really unsure how to deal with campaign and would really like to get insights from other users, especially on how to monitor the follow-up of emailing by Lead Generation teams.
What field/object do you use in Salesforce to know if your Lead Generation team has been in touch with people your marketing teams have touched via a nurturing campaign?
Do you use a child campaign for them or just one campaign?
How do you handle reporting in Salesforce?
Thanks a lot for any advice you could give us!
There is a ton to unpack in here. Some thoughts
Do you know if there's a way to report on Lead activity from SFDC? For example, my reps will log activity (calls, emails) to Leads as well as Contacts, and I need to build a report of Leads that have either NO outbound activity, or the last activity was longer than 5 months ago. Is this possible?