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That makes sense. Unfortunately, our Demographic scoring isn't fully fleshed out at this time, so I'd hate to use that for Stars and have everything be at 0.
Yes, and I have configured our Interesting Moments to be used in this way. I was just hoping there would be a digestible (non-duplicated) way to show exactly what activities were earning what points. I think Interesting Moments will work for us at a high-level.
Thanks Chris! I definitely think this is our issue - I'll look into the padding.
That's what I was afraid of. It does seem to be information overload (especially for a sales rep), but I suppose it's better than nothing.I'm not sure what is the limiting factor on the Score changes shown. I'm seeing somewhere between 7-9 line items. What's odd is that if there's not a large number...
Can sales reps expand the Score tab in the Marketo Sales Insight section on a SFDC contact/lead to get a more detailed picture of that person's activity? It seems like only a few line items are visible, with no option to expand or view the full list of activities.
Our scoring system has three Score fields: Demographic Score, Behavior Score, and Person/Lead Score, where Demographic Score + Behavior Score = Lead Score. When a person completed a scored activity, those points are added to both the Behavior and Lead Score fields. This is somewhat redundant, but in...
Is there a way to limit my smart list attributes to return values that only match a whole word? For example, I'm attempting to pull job titles that contain "OT" (as seen in "Director of OT" or "OT Supervisor"), but keep returning titles like "Director of Emotional Learning" or "Motor Services Coordi...