Hi Doug. We currently use parent-child relationships in SFDC for our accounts. Since many named accounts or target accounts are global, they have regional coverage with deals typically tied to a specific region, line of business or subsidiary. This structure in SFDC provides the link for more holistic, rolled up view. We would be very excited about that ability/functionality being part of the ABM product as right now the only way to do this is basically creating an account list to roll them up. Which is manual and extra work. Would would also be fab would be to have ABM recognize leads in the account from the CRM (SFDC in our case). ABM reads the contacts but not the leads. Traditionally leads have not been associated with an account, but we were able to make this connection so we can see leads and contacts connected to the account in SFDC... Right now we have to manually reconcile this in ABM in order for them to be pulled into the ABM product view for that account. Hope that helps! P.S. Super excited for the Chrome plug in!
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When setting a segment and adding the data points/rule and the condition statement use is "OR", will RTP run the rules in order of which they are listed? For example if I have IP address = Financial Services OR Marketo Database field named Main Industry = Financial Services. Will it stop at IP address if it matches and not look at the second condition? Does it look at both even with the OR condition? OR The order is important if I want known folks in the Marketo Database to be served up based on what is in the database? Thanks for assistance or insights.
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