Sending sales alert to account manager about top ten prospects/contacts

Malcolm_Price1 · ‎03-15-2021

Is it possible to send an alert/report of the top 10 active customers/prospects for each Sales account manager.

If so where would be the best place to set this up Marketing activities and use smart campaigns or is there another way.

We have access to OneInsight (MSI equivalent) but not all account managers have access to this.

Any help appreciated!

Malc

SanfordWhiteman · ‎03-15-2021

There's no way, with built-in features only, to do this.

We do stuff like this for some clients, but it involves sending scores to a remote db using a webhook and then querying the top N % or other metrics.

The easiest way to implement is probably to

mirror scoring data to a Google Sheet (via webhook)
run each account rep through another 'hook, once per day
- then you run a VQL query like SELECT [email address column] ORDER BY [score column] LIMIT 10
- send the rep the result in a Marketo email, a formatted table

SanfordWhiteman · ‎03-15-2021

There's no way, with built-in features only, to do this.

We do stuff like this for some clients, but it involves sending scores to a remote db using a webhook and then querying the top N % or other metrics.

The easiest way to implement is probably to

mirror scoring data to a Google Sheet (via webhook)
run each account rep through another 'hook, once per day
- then you run a VQL query like SELECT [email address column] ORDER BY [score column] LIMIT 10
- send the rep the result in a Marketo email, a formatted table

Re: Sending sales alert to account manager about top ten prospects/contacts