Caryl_Mostacho

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 like to silo leads in Marketo until MQL, I like them to sync right when they are created, that way the DemandGen/SDR team ...

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 you want to MQL come up with those different profiles and score them - see what they add up to (eg. based on Demographic...

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 updates the value of another custom field (say Territory Text field) in Salesforce with the value of the Territory Fo...

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 Salesforce so this might be one way to only show relevant information to the user that is looking at the record. All the data i...

Hi Marisa Rybar​I 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 SmartList or use the Email performance report to determine delivered, opens, clicks, unsubscribes etc. It's when I started to ...

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 stilll keep them focused on the MQLs. But if they do have someone that they want to enter, they can search for them in the...

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 insights into web activity, or interaction with the Marketing campaigns your are running. Is there a way that you can assi...

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: Create a Salesforce User for Marketo (Enterprise/Unlimited) - Marketo Docs - Product Docs

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

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 based on when this counter field is = 40.