Amber_Hobson

Re: Calendar Files

by Amber_Hobson 03-11-2013

Another thing is that I cannot include text currently that has an apostrophe or quotes in the calendar email. In Outlook, it keeps coming up as all kinds of funky text for any time I use those. Our standard text would contain several of these. I find myself rewording everything...you'll is you will....

Discussions

2337 1 0
Channels & Tags

by Amber_Hobson 03-07-2013

If I add new steps for a channel (progression steps) in Marketo, will it automatically add them to Salesforce or do I have to go into Salesforce and add the steps as well? I'd love it to be able to add them once and then not have to worry about it again.

Discussions

2682 0 5

Lead Management
Re: Triggers for Progression Statuses- Sent v. Delivered

by Amber_Hobson 03-04-2013

What we do, actually, is that we load everyone with a status of "Pending" for our emails. Then we use the trigger for Email is Delivered to change the status to delivered. Anyone who doesn't change from pending to delivered is sent to our reps as a notification of a possible problem with their email...

Discussions

1604 0 0
Webinars

by Amber_Hobson 03-04-2013

We're looking at some of the other webinar providers out there. We've used WebEx and currently have GoTo. We want to make sure we're keeping our options open and need to ensure we're using one that integrates with Marketo. Does anyone have any feedback on any of the other webinar vendors out there? ...

Discussions

3211 1 6
Re: Merge leads without adding lead scores

by Amber_Hobson 02-26-2013

I'm working off of the "Possible Duplicates" list in the lead database. I select the 2 that I want and then merge them together picking the lead score that I want to keep. However, it is adding the scores together. I can see the activity from it within Sales Insight as well.

Discussions

1876 0 0
Merge leads without adding lead scores

by Amber_Hobson 02-26-2013

I think the answer is that this isn't possible, but is there a way to make it so that when I merge 2 leads together, it doesn't add their lead scores together? This is overinflating their scores when they didn't do anything to make them raise. Especially when they are adding together our demographic...

Discussions

1933 0 4

Lead Management
Re: Contact owner match Account Owner in SFDC

by Amber_Hobson 02-26-2013

Thank you!!! That works perfectly!!! Our sales reps don't always convert leads, but setting that up as a batch campaign that I can run weekly will work wonders for me!

Discussions

2701 0 0
Contact owner match Account Owner in SFDC

by Amber_Hobson 02-26-2013

Hey all! I tried looking for a way to easily keep this data clean in Salesforce, but I'm having difficulties with it. It seems when leads are converted or even with the way our admin does territory changes in Salesforce, the contact owner does not automatically update to match the account owner. Is ...

Discussions

3213 0 2

Lead Management
Re: GoTo attendees not syncing to SF

by Amber_Hobson 02-15-2013

I'm using the program SFDC campaign sync. I do not set up a separate flow action to sync these together. The current webinar that I'm looking at has 42 people that show the status of Attended in Marketo. That program is synced to a campaign in Salesforce, however that campaign in Salesforce shows on...

Discussions

1250 0 0
GoTo attendees not syncing to SF

by Amber_Hobson 02-13-2013

I'm trying to figure out why some of my attendees for a webinar are not syncing to Salesforce. I have my program set up very simply for this one. Basically, we have a program in Marketo that is synced to a Salesforce campaign and is also synced to our GoTo account. We don't sync any of the registran...

Discussions

1292 0 3

Lead Management