Hi,
Apologies but I am not that familiar with Marketo - we have recently integrated our Salesforce application with Marketo. The SF Opportunity object is part of the sync process from Salesforce to Marketo ( one way, SF to marketo ) - I understand that from the Lead database within Marketo you can view Opps attached to leads but I am wanting to report/analyse Opportunities from the Marketo interface that may or may not be linked to a converted lead. Is this possible? If so how do I achieve this?
Thanks
Solved! Go to Solution.
Hi again,
There is no possibility to look at all the opportunities in a list in Marketo.
-Greg
Go to the lead detail screen and hit the "opportunity" tab:
-Greg
Hi - thanks Greg, but I was wanting to look at all Opportunities regardless of whether it relates to a lead. I was under the impression that all opportunities came across from SF including historic ones.
If you want to do analysis on opportunity data from SFDC in Marketo, the best way to do so is using the RCE add on reporting tool from Marketo. When you are talking about leads do you really mean people or are you specifically talking about leads vs contacts.
RCE does give you the ability to associate programs and influence on contacts that are associated with accounts who have opportunities when those specific people are not on the opportunity which is a very helpful feature.
Hi Dave,
Please check out LeanData which matches Leads and Contacts to Accounts and enables Campaign touches reporting on Opportunities.
Danita Fleck
Manager Marketing Operations
Gigamon