Valerie_Whitin2

Hi Amanda Hosek​, Could you just put a 2 hour wait step at the beginning of your flow steps? So, don't add any additional constraints to the person is created trigger, then add the wait step at the beginning of your flow. Thanks, Valerie ... View more

You're welcome, happy to help!! Let me know how it goes for you. I've also found the community to be incredibly valuable over the years!! I have learned a lot from reading through other people's posts as well as posting my own questions. ... View more

You can also restrain the filter by the number of visits - that way you can score people based on how many pages they visit rather than just one visit. You can also certain exclude web pages from being scored i.e. Career pages, support pages. We also scored higher for specific pages that we wanted people to be on or that showed higher levels of interest, i.e. pricing pages.  We used this in an overall lead scoring strategy, not just tied to email clicks. But you definitely could restrain based on the comments Lucho had above if you want to limit it to email clicks (I wish I had thought of that before!). If it were me, I would probably do both! Each thing shows different levels of engagement and you would likely want to weight them differently. ... View more

I would like to just add to Jep Castelein's comments - we did go through with the project with Marketo and it worked great for us! Sounds like they are still in a "beta" phase with it. But if it is something you are going through definitely explore this option. From our end we had pretty minimal work to do for it to get done. I'm sure it is different for every instance, but I would definitely recommend this route over switching Marketo instances! ... View more

Hi Jasmine, I've always used separate streams for either different stages of the buyer journey (i.e. Awareness, Consideration, Decision) or by lead funnel stages (i.e. Suspect, MAL, MQL etc) or by product/topic interest. That way you are able to serve up more relevant content to your leads at different parts of their journey. So, for example I wouldn't move people from the Awareness stream to Consideration stream until they have scored a certain amount or they have taken some specific actions that indicate to you that they are interested in your product/services. Thanks, Valerie ... View more

I felt like this was the case at my last company too. I tried convincing my boss that we needed to switch our focus to web visits and form fills, but unfortunately those number didn't look nearly as good, so we stuck with the standard clicks and opens. To me that says we no one was actually consuming our content, and we should have focused on increasing that, rather than our CTR. ... View more

Hi Lisa, Is this what you're looking for? Thanks, Valerie ... View more

Not sure why I didn't know this one before, but this year I learned how you can add custom columns to People Performance Reports. This has saved me so much time on exporting several smart lists and running pivot tables! ... View more

This is great and right in line with the way I would envision things! Will be super helpful to have this for when my team grows. ... View more

I'm interested! ... View more

Hi Brittney, I've had experience using both, MSI and several sales automation tools (Outreach is my favorite one that I've worked with!). If you are looking for your team to just send a few ad hoc emails, I think sticking with MSI would be fine. But, as you have probably already experienced, using a Sales Automation tool, is a lot more robust and would set you and your team up to send a lot more effective sales campaigns. Although it didn't integrate directly with Marketo, we were able to get the information from it into Marketo through SFDC. We added a few additional fields to our systems to help track things like a Sales Comm status (thus allowing us to make sure we weren't also over emailing them in Marketo, but also not necessarily changing their overall lead status). We also made sure the Unsubscribe link was mapped to the Unsub field in Marketo, as we decided that was best for us, although not necessary. It was about a year ago that I worked with them, but they claimed they were working on an integration with Marketo, not sure if we will see that happen or not now that they bought Tout. Hope this helps! Thanks, Valerie ... View more

Hi Katy, Currently we are using Marketo forms to capture the inbound leads on our website. Once they fill out the form, they pass through Vertify into NS to create the customer record, if new. It passes back into Vertify and into Marketo to pass the Company information (ids, territories, lead owners etc.) onto the Marketo lead record. Lead Owner is notified of new lead. It then goes back through Vertify into NS to create the contact record, then back into Marketo to pass the Contact details (contact id etc.). Here's another way of looking at it, if this is more helpful at all. 1. Marketo Form completed 2. Marketo --> Vertify --> Creates Company Record 3. NS --> Vertify --> Marketo 4. Marketo --> Vertify --> Creates Contact Record 5. Sets Company record lead status to MQL and notifies the lead owner 6. NS --> Vertify --> Marketo SO, that is all how it is supposed to happen. And it sometimes works, sometimes doesn't. Sometimes it takes a few minutes sometimes it takes several hours. We have been attempting to work with Vertify to understand why there are so many differences in the way the data flows and why we have errors for no apparent reason. Even when our translation tables (translation tables are not my friend) are all set up correctly we still get errors for that. We actually pretty heavily looked at BedRock data to replace Vertify just a few weeks ago, and I was really impressed with them. They seemed to be a better and easier solution to use, but you never know until you go through implementation so we decided it may not be worth the effort of moving platforms at this time. Hopefully this was helpful and kind of what you were looking for. Happy to chat with you more if you want to DM me Thanks, Valerie ... View more

Hi Megan, I think the number one thing I wish NS had was a native integration between NS and Marketo. Most of the issues we have stems from data getting lost/messed up during the data transfer process Marketo-->Vertify/Muv-->NetSuite, and back. Sometimes it can take several hours for leads to flow from one system to the other - which clearly is a concern for inbound demo requests. This is something we are working on, but when you have to introduce a whole other system, it makes things more complicated. Also, building reports and searches in NS is about 10x harder than in SFDC.  Thanks, Valerie ... View more

Yep, I feel your pain. I think I say at least once a day something about how much better SFDC is than NetSuite and that we wouldn't have nearly as many challenges if we were on SFDC. But like you said, it's not really my decision so I try to make do with what we have Let me know if you have any additional questions! ... View more

This is awesome, thanks! ... View more

Hi Megan, I'm happy to know there will be another Marketo person on NetSuite! Yes, we are currently integrated with NetSuite and have been for a couple of years now. Unfortunately I wasn't here during the initial cut over, but here are a few things I will note just from being a previous SFDC user at previous companies. We are in the process of fixing our integrations. 1) There is no native integration, which prevents a lot more room for error in data transfers. I would highly recommend spending time with your integration partner and making sure everything is set up exactly how you want it, and that you understand how to edit the integration should you need that. We are in the process of cleaning this all up because previous managers of the two systems didn't really pay attention to it, so now we have a lot of issues of the data not passing correctly. DOCUMENT EVERYTHING! If you document everything now, it will pay off in the long run. Do you know which integration partner you are planning to use? 2) One draw back, in my opinion, is the lack of a good tie between Marketo Programs and NetSuite campaigns. It makes it hard to work with the sales team on helping them identify what leads are in marketing campaigns. 3) The architecture and vernacular of how leads, contacts, companies, opps, etc  are classified is different in NS vs SFDC. Which can impact how your lead scoring and lead funnels is operating. I would think if you are doing ABM, NS actually has a pretty nice architecture for that strategy. 4) Make sure to ask Marketo about their new de-sync tool. Apparently it isn't very well known yet, but that is what we are using to remove our SFDC integration from Marketo. It will save you a TON of time rather than having to also migrate Marketo instances at the same time. Luckily, you are starting from scratch so you can help shape what it is from the beginning! It is much harder to go into a messy system and try to slowly clean it up without breaking a bunch of other workflows Let me know if you have any additional questions, I'm happy to chat about it. Thanks, Valerie ... View more

Hi Zak, Yes, that pretty much sums it up. I was thinking we were going to have to move instances, but I just found out yesterday that apparently Marketo recently released a "desync" tool that can remove the SFDC connection from our Marketo instance. I haven't been able to scope that out with Marketo yet, we heard this from our integration provider. So I'm curious to learn if it is easier than migrating instances, stay tuned I guess for how this turns out. Thanks, Valerie ... View more

Also note that, with Marketo's Email Delivery Power Pack there is a limit to how many emails you can run through it every month. I think the cost goes up with additional emails, so you may want to ask your account manager for that break down and make sure it meets your needs. But we used it at a previous company and liked it. It was fairly easy to use once you have it all set up (set up was easy too!). ... View more

It depends on who I'm talking to and how much time I have. Option 1: I tell them that I manage our email marketing and database management. Then 90% of the time they follow up with "Oh, so you send spam." I then respond by saying that it is actually my job to make sure we don't send spam Option 2: The analogy approach...I ask them if they've ever shopped online and put things in their shopping cart without buying the items. Then a few hours/days later they get an email saying "Hey, did you forget to check out?". I then tell them I coordinate and build the programs needed to make all of that happen. Even though, no company I've ever actually worked for used e-commerce, it is a way for them to understand on a very high level what I do.  ... View more

Christina Zuniga​ Thank you so much for all of this, this is a helpful good start. Our CRM manager is working concurrently with me to get the sales and finance reporting set up. We unfortunately aren't using SFDC as our CRM, we are using NetSuite. I am assuming part of this process is going to be getting our Marketo campaigns in line so they make sense with the reporting in Domo. When I came on board a few months ago the Marketo campaign strategy was a little scattered and isn't something I have been able to tackle quite yet. But I'm thinking we will definitely have to get that in line to make Domo work the way we want in the long run. I would say our number 1 priority at this point is to get a better view into our lead funnel metrics. Something like you have above would be exactly what we are looking for, I will look into the Marketo Quickstart package as well.  We aren't using a consultant right now <insert famous budget argument here>, but we do have strong connections into Domo so we can get additional support from the team there if needed. I have about 20-30 reports I'm pulling weekly using a mix of smart lists, excel, NetSuite and Marketo reports. So, I'm really looking forward to getting away from having to do all of that manually. Thanks for your help! ... View more

We are using Attend and are really happy with them. We also looked at atEvent very closely, which I thought they were a very solid option as well. If you do a lot of events, I would highly recommend looking at another option. They are fairly inexpensive (obviously this depends a lot on your own budgets), but I feel like they are fairly priced for what you get. ... View more

Unfortunately, if I remember correctly (we stopped using their app about a year ago and moved to a more robust app), you are only able to use two statuses within the actual app itself. Registered (pre-checkin status) or Attended (post-checkin status) are the two options you have. You could maybe remove those people not allowed to attend from the program before the event starts, or move them into a status outside of Registered, that way if they don't show up in the app your team can know they are not allowed to attend the event.  ... View more

Hi Gregoire, We're actually not entirely sure why it makes us hit those limits either. The triggers used to force the sync are based on lead activities (clicks email, visits web page, form fill, interesting moments etc.). We have removed all interesting moments tied to email activity to see if that would help mitigate the issue, but it hasn't. And as awesome as I think our emails are, we aren't getting that many email clicks or visits off our email blasts. So, we aren't exactly sure why the full email list is being synced when we send email blasts. Marketo support hasn't been much assistance in figuring this out, other than telling us we could buy more API calls. Oh also, I should mention that we are using Muv as our integration partner (between Marketo and NetSuite). Valerie ... View more

Yeah...it is rough. NetSuite is a very "special" and "fun" tool to integrate with Marketo. And yes, we have explored purchasing extra APIs but unfortunately likely won't be able to swing that in the budget until next year some time (hopefully!). ... View more

We have a very similar issue, although we are hitting those limits at least once or twice a week, every time we send a large email blast (~70k). We are currently using NetSuite as our CRM system so every time we send an email or make mass updates to leads in Marketo we will hit our API limits for the day. It sometimes can take 2-3 days to clean out the back log of leads waiting to sync to NS or other technologies we have synced with Marketo. The only solution we have found that works for now is breaking up our large email sends over two days and aim for Saturday and Sunday sends as well. This prevents the API limits from blocking our inbound leads from getting to our sales team on working days. I would be curious if you are able to come up with any other solutions as this is something we are constantly struggling with as well, and Saturday sends are definitely not ideal for us.  ... View more