Removing Engaged Sales Opportunities from Marketing Activities

[Anonymous]

Marketo Community,

Our head of sales has asked that we put something in place to ensure that companies that are engaged with us in a sales cycle do not receive marketing emails from us.  I am really struggling with ideas/best practices for this.

What i've done so far:  I have a smart campaign running that suspends marketing to any contact who has an SFDC opportunity.   But, problem is...that only suspends the person (or people) tied to an SFDC opportunity - not everyone from that company.  (Believe me - our sales team is B A D at adding people to their opportunities in SFDC)

I'm wondering if anyone else has run into similar problems?  Certainly seems like a challenge to remove EVERYONE within a given company when we have an opportunity with them.

Anyone have any fixes, or best practices around this??

Any help would be appreciated.  Duke.

[Anonymous]

Duke,

You could create an Account Status field on the Account object and have a value like "Sales Engaged", which would apply to any Contacts under that field. Add that to your Marketing Suspended smart list and you should be good to go.

[Anonymous]

I agree with Jason. It's also a great idea to automate the Account Status field if you can. For example, make it a pick list field that automatically changes to "Sales Engaged" when an opportunity is created on the account.

Steer clear of making it a formula field because Marketo may not always see a formula update.