Valerie_Whitin2

You're welcome, happy to help!! Let me know how it goes for you.I've also found the community to be incredibly valuable over the years!! I have learned a lot from reading through other people's posts as well as posting my own questions.

You can also restrain the filter by the number of visits - that way you can score people based on how many pages they visit rather than just one visit. You can also certain exclude web pages from being scored i.e. Career pages, support pages. We also scored higher for specific pages that we wanted p...

Hi Shelly Wilson​,I've totally been down this road - and for those of us not blessed to have RCE are forced to follow slightly more complicated paths. This is what I would do and have done in the past for quick monthly reporting. Once you set it up once you don't have to do it again in the future.Se...

I would like to just add to Jep Castelein's comments - we did go through with the project with Marketo and it worked great for us! Sounds like they are still in a "beta" phase with it. But if it is something you are going through definitely explore this option. From our end we had pretty minimal wor...

Hi Jasmine,I've always used separate streams for either different stages of the buyer journey (i.e. Awareness, Consideration, Decision) or by lead funnel stages (i.e. Suspect, MAL, MQL etc) or by product/topic interest. That way you are able to serve up more relevant content to your leads at differe...

I felt like this was the case at my last company too. I tried convincing my boss that we needed to switch our focus to web visits and form fills, but unfortunately those number didn't look nearly as good, so we stuck with the standard clicks and opens. To me that says we no one was actually consumin...

Hi Lisa,Is this what you're looking for?Thanks,Valerie

Not sure why I didn't know this one before, but this year I learned how you can add custom columns to People Performance Reports. This has saved me so much time on exporting several smart lists and running pivot tables!

I'm interested!

Hi Brittney,I've had experience using both, MSI and several sales automation tools (Outreach is my favorite one that I've worked with!). If you are looking for your team to just send a few ad hoc emails, I think sticking with MSI would be fine. But, as you have probably already experienced, using a ...