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Marketo Experts,Problem Statement/SituationWe have a business requirement where we measure sales rep productivity in part by "offline" activity. We've enabled via LinkPoint in Outlook for a rep to click "track in Saleforce" when they send an e-mail to a customer/prospect and this logs an activity th...
Sydney Mulligan You might have answered the issue that we are having. We don't allow reps to own contacts. They are assigned to account teams and within that team they have contacts. So if they aren't assigned to contacts directly but are assigned to contacts by way of leads or opportunities then I ...
Sydney Mulligan Do you know how the contact logic works for Best Bets? We have reps that are saying that they don't own a percentage of the contacts that are appearing for them in Best Bets. Any insight?Your answers above were super helpful!
Best Practice Ideas RequestedSituationWe have an agency partner that purchases lists for us. They then blast on those lists via the list broker from their platform. e.g We buy a list from BestListInc and they blast the e-mail from their platform.IssueThe e-mail is coming from the list broker because...
Joy,It looks like based on my last reply w/attachment that it doesn't lock it down for plugins.Kristy
Katie,I just read that you'll have the ability to do it at the individual email level or in mass if you elected to go that route. That is positive news for sure.I just got this from my PS consultant. See attached.Kristy
Terrific news!!! Will this lockdown happen only in emails sent from Salesforce or will it also lockdown those sent by of the outlook plugin? Just curious!
If you click "subscribe" in the lead feed you are presented with the visual below...Question(s)1.) If I click the "web" radio button am I only subscribing to web activity for Lisa or all of my contacts? The same with "Visited multiple web pages in 1 day".2.) I understand that by clicking the radio b...
In my experience we just needed the API field name to be the same. You could have a field description that was whatever you wanted in Marketo or conversely in Salesforce as long as the API name was the same.Kristy