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Our leads basically come from 3 areas - Marketo, sales rep entered directly into Salesforce and then for events, we have an app that allows the rep to take a picture of the business card and it converts that data directly into a lead record in Salesforce (saves so much time from having to scan!)Some...
We're in the process of evaluating de-duplication tools for our SFDC environment. Since not everything comes through Marketo, we want to have something in place in that database as well. Does anyone have any suggestions? I know that we've heard DemandTools is great, but I wasn't sure how well it wor...
On a side note to go along with this, is there currently a way to get notified when new things are added to the library? I don't check regularly and was surprised the other day to find the mobile and responsive emails in there.
If you put something after the "default=" then it will add that whatever copy you put there. For instance, we put for our client communications default=Valued Client so that when we do not have a first name, it puts Hello Valued Client,I'm not sure if there is a way to have it with nothing for when ...
We want to turn our newsletter into a pdf to post on LinkedIn. Is there an easy way to do this?
I wondered about calling it folder because I kept thinking that perhaps we finally got the ability to clone into a folder within a program! I hadn't seen it in the release notes but when I saw clone to folder, I did get a little excited until I realized taht this was just how programs were labeled n...
Some of our webinars are done through a portion of our company that does not natively sync with Marketo. So, what we do is when they send us the registration list, I upload that list into the event. Then I run a campaign to change the program status to show as Registered for everyone on that list. T...
I just want to make sure that I'm not crazy... with the newest release, is it more clicks now to create a new email? Normally, I'd right click on the folder within my program and create a new email having to only type a name and pick a template. Now, even if I do that, I have to pick the program (no...
I will say we've used Marketo's EasyMerge to dedupe our Marketo and in turn clean up our exisitng SFDC database while we're searching for the perfect SFDC dedupe tool. I would definitely recommend EasyMerge. It works really well and once it's done, we've discovered as long as we stay on top of it, t...
We are starting our annual customer satisfaction survey and we currently use SurveyMonkey. We really want to send the emails out of Marketo to our clients simply because it is much easier to brand and get the look that we want. But, we want to take advantage of being able to send a unique URL to eac...