Erik_Eaton

Level 3 - Champion Alumni

Joined the community 28-09-2016

Level 3 - Champion Alumni

Portland, OR

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Re: Alternate CRM solutions for cold leads

by Erik_Eaton 04-03-2018

Hank,How I built it out was.Cold, Unqualified Sales Leads Imported.Full Sync (for interaction and scoring if they visited pricing page, etc)Rigorous data hygiene, typically if lead didnt interact with any contact or fill a optin form I would scrub them out after the sales cadence / outreach. If they...

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3932 0 0
Re: Alternate CRM solutions for cold leads

by Erik_Eaton 04-02-2018

Agree with Greg,You should sync to avoid duplicates.Depending on how your SFDC is set up, you could assign all lead initially to a marketing user or into a "cold lead queue" when they initially sync over. Once a lead moves to a new status such as "Qualified - Hot" or "MQL" you can then process the l...

Discussions

3932 0 1
Nurture Success Verification

by Erik_Eaton 01-04-2018

Hey team,Want to verify that this nurture success flow is correct (need someone to bounce the idea off of).To define success we want to ensure that the person or lead has at least clicked on two separate links and opened at least two emails within the engagement program. Below is a screenshot.Thanks...

Discussions

1883 0 3

Email Marketing Lead Management lead scoring Marketing
Re: GDRP, Sales Imported Leads, and Salesforce Sync

by Erik_Eaton 12-11-2017

Awesome, I think this may be the way we go! Thanks for the feedback

Discussions

1813 1 0
Re: Using Marketo Form and Requiring Unique Company and Email name

by Erik_Eaton 12-08-2017

Sanford, at tad late in my reply but thank you! We ended up using a similar method

Discussions

3216 0 1
GDRP, Sales Imported Leads, and Salesforce Sync

by Erik_Eaton 12-08-2017

Team,Im hoping to gain some insight in to how other Marketo admins are bracing for GDRP compliance.We currently have a complete two way sync between Marketo and Salesforce for leads from all sources, including sales imported leads from prospecting tools.I have recently staged our double-optin proces...

Discussions

1966 1 2

Email Marketing Integrations Lead Management Marketing
Re: Revenue Cycle Model - unable to edit

by Erik_Eaton 10-24-2017

Alright finally got it to work with intern explorer!

Discussions

3393 0 0
Re: Social Influence report

by Erik_Eaton 10-18-2017

Josh is spot on. I would highly recommend using UTM parameters, in my opinion they provide greater insight. Cheers,Erik

Discussions

2055 0 0
Revenue Cycle Model

by Erik_Eaton 10-18-2017

Hey Marketo Team!I am updating our revenue cycle model to match that of salesforce and I am running into some trouble. I am trying to add some rules between the stages.Example:Lead to MQL - Data Value change: Score is greater than 50MQL to Stage Zero - Trigger: Added to Opportunity, Opportunity is ...

Discussions

2409 0 2

lead scoring Reports & Analytics
Re: Revenue Cycle Model - unable to edit

by Erik_Eaton 10-11-2017

Hey Gerard, I am currently using a Mac with Safari. I have tried using Chrome too with no luck. Let me see if good old internet explore will work. ?Thanks for the input.

Discussions

3393 0 0