Erin_Olsen2

Erin_Olsen2
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Date Last Visited
‎01-11-2021 05:17 PM
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Joined the community 29-10-2015
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  • Re: Drop ship direct mail vendor
    by Erin_Olsen2 name dot 10-10-2016

    HI Carlyn, I have used Print For Less at my previous company. They have a pretty nice integration with Marketo. The set-up was cheap (from what I remember). The printing is actually not that inexpensive (despite their name) but it was great quality and they were really flexible with us. I don't beli...

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    2614 0 2
  • API Limits Reached w/SFDC
    by Erin_Olsen2 name dot 10-10-2016 quickview

    I am doing a bunch of clean-up in Salesforce to re-associate leads with the correct SFDC campaign, and I hit my daily limits (argh!). If the update fails due to limits being reached... any chance it will update later once I have calls available?Or do I have to go back and find out what failed (not e...

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    Discussions
    1276 0 1
  • Re: Changing Contacts Back to Leads in SFDC
    by Erin_Olsen2 name dot 10-10-2016

    I did a test of this with one lead, and it seems it works fine. The only things I lose are...- Activity History (emails sent back and forth)- Campaigns they are associated with in SFDC. (which I can batch update if I want to).Erin

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    4337 0 3
  • Re: Changing Contacts Back to Leads in SFDC
    by Erin_Olsen2 name dot 10-09-2016

    Hi Josh- I had a thought about this. I was planning to just delete the leads from SF and Marketo and start-over (knowing I would lose a lot of the data history - but since we are an early company and it's only 1K leads, it's not a huge deal). Then I wondered, would it be possible to just delete the ...

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    4337 0 5
  • Re: Re-surface MQLs (that were previously nurture)
    by Erin_Olsen2 name dot 10-07-2016

    Gotcha - I have decided on two fields. MQL First and MQL Last. MQL First is blocked field and MQL last will be the last time it turned MQL (and can be overwritten). I am thinking of also doing a counter to indicate how many times the MQL last date has changed. Not sure.Thanks helping me think it thr...

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    Discussions
    2751 2 1
  • Re: Re-surface MQLs (that were previously nurture)
    by Erin_Olsen2 name dot 10-07-2016

    Thanks Zach - This is helpful. Yes, we do date stamp the MQL date. Do you have multiple fields then for MQL Date Stamp, Disqualified Date Stamp, Sales Accepted Date Stamp...? When a lead becomes MQL for a second time, do you overwrite that one MQL date field, or do you populate a new field? Seems li...

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    Discussions
    2751 2 3
  • Re-surface MQLs (that were previously nurture)
    by Erin_Olsen2 name dot 10-05-2016 quickview

    I am working on refining my lead lifecycle and am curious how others have implemented a process to identify MQLs that get marked as "nurture" as MQL again once they have either re-engaged (and hit a score threshold) or complete a specific activity (requested a demo, signed up for trial, filled out a...

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    Discussions
    2947 0 5
    Marketing: Lead & Demand Generation Marketing: Marketing Operations (MOPS) & Data
  • Re: Changing Contacts Back to Leads in SFDC
    by Erin_Olsen2 name dot 09-15-2016

    Yeah - after doing more research I realized that I can't take a contact back to a lead. I am leaning towards just deleting them from salesforce and marketo and then just importing them again into marketo and then routing them to salesforce as leads. Doing it this way, I will lose the original create...

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    Discussions
    4337 0 0
  • Changing Contacts Back to Leads in SFDC
    by Erin_Olsen2 name dot 09-15-2016 quickview

    Hi everyone - I am trying to do some clean-up in salesforce and would like to revert a batch of accounts/contacts back to leads. These were people who were converted up to accounts based on our previous process, but now we have SDRs that are working at the lead object. From what I am reading on SFDC...

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    Discussions
    4491 0 8
    Lead Management
  • solved badge Re: Demographic Scoring
    by Erin_Olsen2 name dot 08-18-2016

    Thanks for this! I am just working on redoing my scoring and this has been helpful. One question though - why would you want someone to be able to run through the trigger campaign every time? Also, do you set criteria like: Trigger: Data Value Changes: Attribute: Company Size Old Value = EmptyNew Va...

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Date Registered ‎10-29-2015 02:32 PM
Date Last Visited ‎01-11-2021 05:17 PM
Total Messages Posted 33
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