My organization is moving to more of an account based Marketing approach for 2019. Our execs have identified large target account lists, think fortune 1000 and top 200 law firms lists. I need to figure out the best way to tag these contacts under the target accounts in our database so we can track our baseline engagement with these accounts now, and obviously how our marketing campaigns increase that engagement when we start them. What is the best way to find and tag contacts already existing in the database that are part of these target accounts? Best way to tag lists we upload? Moving forward, how do you manage this from a forms perspective? do you set something up on your forms that is hidden that will identify a contact that fills out the form as a part of one of these target accounts? We also have Marketo synced with Salesforce and RCE as well, so will want to go with the best option that will also have visibility in Salesforce as well as being able to report on it.
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We have RCE as well to use for reporting, has anyone run a report for the below and if so how? What is the level of effort to pull a report/view of the balance of open Leads MQLs SALs Opps That have been created in 2018? Would be even better to see what that balance looks like month by month throughout the year.
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