Adam_Benitez1

Adam_Benitez1

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Date Last Visited
‎06-15-2020 08:08 PM
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Joined the community 01-10-2012
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  • Re: Revenue Cycle Explorer - Data Refresh

    What about within the channel? Did you check the Channel within the Admin section to make sure the selection isn't set to "Operational (hide from reporting)". If it's not that, I'm out of possibilities for now.

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  • Re: Revenue Cycle Explorer - Data Refresh

    In Setup in the Program, do you have "Analytics Behavior" set as "Operational (hide from reporting"?

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    2389 0 1
  • Re: Importing Leads into Marketo & Not syncing to sfdc

    We sync our entire database to SFDC via Lead Lifecycle flows. As such, to prevent certain leads from synching, we created a Smart List called "Do Not Sync" which I'll add leads to that have an Acquisition Program in any campaigns I don't want to sync across. There is a "Member of Program not in 'Do ...

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  • Re: Why Sales Needs To Use Contact Roles

    While at Summit, I heard about this SFDC free app that requires Opportunities to have identified Contact Role or Primary Contact Assigned at a certain stage in the Opportunity Selling Process. An easily customizable validation rule to fit your specific selling methodology.The app is calledOpportunit...

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    7545 3 1
  • Re: Multiple round robin in SFDC or Marketo?

    We use Distribution Engine for our routing. One of the reasons we went with them was b/c of the Round Robin piece. Now, however, we are going to be changing to LeanData b/c of their added ABM and dedupe functionality. One of Distribution Engine's downsides is that they don't deal with Named Account ...

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  • Re: Cut, copy and paste flow steps and smart list filters

    If ahead of time you know you'll need the Smart List criteria for multiple campaigns, you can at least in this case create a separate Smart List with all the criteria and then say "Member of Smart List in...". That said, even with that option, I feel I always come across this instance where I'd like...

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  • Open Admin Link in new tab

    Not sure if this is already an idea, but it would be helpful and time saving if we could open the Admin link in a new tab similar to how we can with the drop downs within the Marketo icon. When navigating to "Marketing Activities", "Design Studio", "Lead Database", "Analytics", etc. we have the opti...

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  • solved badge Re: Lead & Contact field under one Marketo field label

    As already mentioned by others, support is the only way to merge fields currently. It's a pretty quick turnaround though. They'll just want youto verify the mapping and which field should be the primary (in case there's any data in the fields). While I would love for this functionality tobe open to ...

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  • solved badge Re: Analytics Certification?

    If you need more information, you can always email the certification team as well: marketo-certification@marketo.com.Here's the preparation guide I was given: http://pages2.marketo.com/rs/marketob2/images/MCRCA-preparation-guide-2015-FINAL-5-7-15.pdf, though Scott's link gives a lot more detail.

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  • solved badge Re: What are you reading?

    I second this book. It's a good one. I also really enjoyed "Rise of the Revenue Marketer" by Debbie Qaqish of the Pedowitz Group.

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Public Statistics
Date Registered ‎10-01-2012 03:08 PM
Date Last Visited ‎06-15-2020 08:08 PM
Total Messages Posted 47
Likes Received 34