Amber_Hobson

GoToWebinar

by Amber_Hobson 12-03-2013

Has anyone seen the new GoToWebinar/GoToMeeting integration with Salesforce? Any thoughts on if it's worth it to use both the Salesforce & Marketo integration with GoTo? We currently do our webinars using GoTo and Marketo by using a Marketo landing page and Marketo emails for the confirmation and re...

Discussions

857 0 2
Ignore our admin list for communication limits

by Amber_Hobson 11-13-2013

Is there any way to have specific email addresses always ignore the communication limits? We have a smart list of people that are all internal that we have that receive every email that goes out from Marketo. Is there any way to have people in this list ignored in our communication limits?

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936 0 2

Lead Management
Re: A way to see email with merge fields within SFDC

by Amber_Hobson 10-28-2013

I put in the idea to have tokens previewed within Sales Insight. The other work around is great for those of us with Marketo access, but for the sales reps, it's just too difficult for them to actually use it. We all know that in order for a rep to do something, it can only take 2 steps max! 🙂http:...

Discussions

1249 1 0
Re: Blank

by Amber_Hobson 10-25-2013

To change it to blank or to pull a list with blank? If you're changing a field to show as blank, you need to use NULL (in all caps).

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1058 2 0
A way to see email with merge fields within SFDC

by Amber_Hobson 10-25-2013

Hello! We recently sent out our customer appreciation campaign which included a lot of merge fields showing various items (credit amoutns, eligible products, etc) that were very customized per contact record in Salesforce. I have had a lot of the reps ask for copies of an email for a particular cont...

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1275 0 3

Lead Management
Re: List Import Mode

by Amber_Hobson 09-23-2013

We constantly are uploading lists that are already in the system and then letting a duplicate catcher merge them together. Instead of using smart lists from our Salesforce database, because of our complexities, I have to pull a list out of Salesforce to do some manual cross-reference and then split ...

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1906 0 0
List Import Mode

by Amber_Hobson 09-23-2013

All of a sudden, my list import mode is defaulting to "Optimized for new leads" which is messing up every import that i do. Is there some way that I can switch it back to have Normal as the default? I'm our admin, so making changes isn't an issue. I just don't know where to look and I'm not sure ho...

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2004 0 4
Re: SFDC User for Marketo Sync: Best Practice?

by Amber_Hobson 08-01-2013

I'd love to hear others thoughts as well. We only have 1 sync for the various programs that we use, but at least it is only 2 apps currently. We use the same sync for both Marketo and Cvent. Our sales people treat anything that has our database user's ID as something from a "marketing program" since...

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888 0 0
Re: DeDuplication tools

by Amber_Hobson 07-16-2013

The event app that we use is called Full Contact Card Reader. It's really nice. The only downfall is that it doesn't update the campaign in Salesforce so I have to run a report and change the status of the campaign members which triggers Marketo to send out our event follow up emails. So, it's an al...

Discussions

3925 0 0
Re: DeDuplication tools

by Amber_Hobson 07-16-2013

I'll check with our events manager. I can't remember the name of it, but I do know that when they take a picture, you also have the option of requiring your reps to fill out a few fields as well that get entered based on your SFDC fields. The only downfall that we've found is that unless we create a...

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3925 0 0