Valerie_Whitin2

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 ...

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 ...

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...

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...

This is awesome, thanks!

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 ...

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 ...