Valerie_Whitin2

Valerie_Whitin2

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Date Last Visited
‎07-20-2021 11:22 AM
Level 5
Joined the community 28-05-2015
Rank Icon Level 5
Marketing Operations Manager
Dallas, TX
  • Re: Moved from SFDC to NetSuite

    Hi Katy,Currently we are using Marketo forms to capture the inbound leads on our website. Once they fill out the form, they pass through Vertify into NS to create the customer record, if new. It passes back into Vertify and into Marketo to pass the Company information (ids, territories, lead owners ...

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  • Re: Moved from SFDC to NetSuite

    Hi Megan,I think the number one thing I wish NS had was a native integration between NS and Marketo. Most of the issues we have stems from data getting lost/messed up during the data transfer process Marketo-->Vertify/Muv-->NetSuite, and back. Sometimes it can take several hours for leads to flow fr...

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  • Email Fatigue Measurement

    Does anyone have a recommendation for a good way of measuring email fatigue? We are trying to look at the count of emails a person has received over a set amount of time and whether that has any impact on their engagement levels. I think the next level of this would be to see if there is an average ...

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  • Re: Moved from SFDC to NetSuite

    Yep, I feel your pain. I think I say at least once a day something about how much better SFDC is than NetSuite and that we wouldn't have nearly as many challenges if we were on SFDC. But like you said, it's not really my decision so I try to make do with what we have Let me know if you have any add...

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  • Re: GDPR Workshop From TrustArc

    This is awesome, thanks!

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  • Re: Moved from SFDC to NetSuite

    Hi Megan,I'm happy to know there will be another Marketo person on NetSuite! Yes, we are currently integrated with NetSuite and have been for a couple of years now. Unfortunately I wasn't here during the initial cut over, but here are a few things I will note just from being a previous SFDC user at ...

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  • Quick way to standardize drop downs in forms

    I think I already know the answer to this, but wanted to make sure there wasn't something obvious I'm missing. Is there a quick way to update the drop down selections in forms, rather than one by one? For example, we are working on standardizing our Country field so it matches our CRM system list (d...

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  • Re: Moved from SFDC to NetSuite

    Hi Zak,Yes, that pretty much sums it up. I was thinking we were going to have to move instances, but I just found out yesterday that apparently Marketo recently released a "desync" tool that can remove the SFDC connection from our Marketo instance. I haven't been able to scope that out with Marketo ...

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  • Moved from SFDC to NetSuite

    I'm curious if there is anyone out there that has experience moving their CRM from Salesforce to NetSuite, while integrated with Marketo. Would love to ask a few questions about that process if there is anyone out there.The background is that my company used to be on SFDC but moved to NS a couple of...

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  • Re: Email Preview & Testing Tool?

    Also note that, with Marketo's Email Delivery Power Pack there is a limit to how many emails you can run through it every month. I think the cost goes up with additional emails, so you may want to ask your account manager for that break down and make sure it meets your needs. But we used it at a pre...

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Public Statistics
Date Registered ‎05-28-2015 01:49 PM
Date Last Visited ‎07-20-2021 11:22 AM
Total Messages Posted 74
Likes Received 56
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