Level 7 - Champion Alumni
Joined the community 05-02-2015
Level 7 - Champion Alumni
Toronto
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Hi Lauren Sandheinrich What is your CRM? Is it SFDC?Generally, I prefer to use the native auto-assignment rules in SFDC over using Marketo to assign leads in SFDC, I also don't li...
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Hi Lauren Sandheinrich Have you considered performing a Persona Exercise with your current behavior/demographic scoring program? If you have certain types of leads that you know y...
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HI Emily Dick - As John Clark mentioned above, Marketo can't see the update in SFDC formula fields. Best solution I've seen to this would be some kind of Salesforce trigger that u...
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Hello Alex Buckles Is it the same group of people looking for the same data? Often you can determine what a Salesforce user can see by taking advantage of Page Layouts in Salesfor...
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Hi Marisa RybarI had the same question when I first started using Marketo! Program status' seem extraneous especially the Email Blast channel because you could just pull a SmartLi...
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Hi Naor Chazan Yes if you can keep these leads in a separate queue that the inside sales team isn't looking at, that would be a good way to keep them from being overwhelmed and st...
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Hi Naor Chazan Generally not best pratice to silo leads iin Marketo because of the duplicate issue. Until the leads are merged, it's possible your Sales Team is missing out on ins...
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Hi Tomoe Morimoto - Did you give the Marketo Sync User the access it needs to see all the records in the contact object? Definitely warrants a support ticket I think. Step 2 of 3:...
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Hi Keri Ferguson-Smith!Here is a Marketo Docs article on Programs you can import from the Marketo Program Library - Identify Pre-Built Programs in the Marketo Program Library
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Hi Nancy Demers - In the past, I have used a counter field that updates every day by +1 for a campaign similar to this. You can then run a batch campaign for your email to send ba...
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