Eric_Nguyen2

Level 2

Joined the community 01-07-2013

Level 2

Palo Alto

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Re: Pulling Data from Google Sheets

by Eric_Nguyen2 03-26-2015

Thanks for the suggestion Sanford...I'm not familiar with Google Apps Scripting, but doing some Googling I came across a vendor called "itduzzit."https://www.itduzzit.com/connect/marketo-to-google-docsI think this could work! The use-case that they outline with their connector describes exactly what...

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Re: Pulling Data from Google Sheets

by Eric_Nguyen2 03-26-2015

Hi Justin,Thanks for the suggestion. We don't have an ETL tool at the moment, so that's not an available option. Do you think there is another method that will allow us to push/pull the data to Marketo without pulling the trigger on an ETL tool?Regarding SFDC, we're actually looking into options usi...

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5473 0 0
Pulling Data from Google Sheets

by Eric_Nguyen2 03-25-2015

Our inside sales team has established a workflow that uses Google spreadsheets to manage their initial prospecting efforts. They would like to move the data into SFDC, but want to avoid the manual upload process...not to mention that SFDC doesn't natively dedupe. It's not ideal, but it's reality.Has...

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Re: Account Scoring - What do you do?

by Eric_Nguyen2 01-20-2015

Hi Tara,Did you ever implement your Account Scoring model/system? I was just recently asked if we could develop an account scoring system and sketched out a simliar model to what you outlined...which gave me some confidence that I was on the right track.How did your system work? Were there other mea...

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Re: Possible to Customize RTP Report per Rep?

by Eric_Nguyen2 01-09-2015

Hi Josh,A belated thanks for your guidance. I'm revisiting this topic again.More specifically, I was interested in tailoring Organizations Email Report so that it would only show the target accounts of each of my respective reps. Do you know if that's possible? I believe the default is the "top 50",...

Discussions

1241 0 0
Map Opportunity Influence Analyzer dates to Opportunity create/close d...

by Eric_Nguyen2 11-23-2014

I recently added the Opportunity Influence Analyzer to our SFDC Opportunity view. Is it possible to change the default time frame from "last 30 days" to use the create and close dates of the Opportunity itself?This would be ideal so that the rep doesn't have to do it themselves.

Discussions

796 0 1

Reports & Analytics
Re: Tracking time between stages in the sales cycle

by Eric_Nguyen2 09-24-2014

Hi Birute,I was wondering if you could provide a little more detail with how you developed the time-stamp "method" of tracking time within each Lead Status state? Do I need to create a custom SFDC field for each state?For example:MQL Time-StampSAL Time-StampSQL Time-Stampetc...So the workflow in SFD...

Discussions

2752 0 0
Possible to Customize RTP Report per Rep?

by Eric_Nguyen2 09-03-2014

The daily Lead and Organization RTP reports have been, at first blush, "interesting" to my reps. But virtually all of them have asked to be able to customize/filter the reports so that the Lead and the Organization reports only show the prospects/prospect companies that they're committed to attackin...

Discussions

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Web Personalization
Possible to set up scheduled send with Sales Insight emails?

by Eric_Nguyen2 06-24-2014

I've been coaching them to use the Marketo Gmail plugin and they've been using it, but they're now asking if there's a way to schedule when the email gets sent. It turns out that they've historically used Boomerang to allow them to do this. That way, if they're working in the evening, they can sched...

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823 0 1

Sales Insight
Re: Marketo Sales Insight Question & Lead Feed Questions

by Eric_Nguyen2 02-27-2014

Hey David,Did you ever get your questions answered? I'm curious what you found out.Thanks,-Eric

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