Dan_Stevens_

Dan_Stevens_

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Date Last Visited
‎11-20-2025 08:21 AM
Level 10 - Champion Alumni
Joined the community 10-06-2013
Rank Icon Level 10 - Champion Alumni
Sr. Director, Global Demand Center
Cleveland, Ohio
  • Re: Discrepancy in email campaign results

    If they're viewing it in the preview pane, that will trigger an "open". The only time this won't register an "open" is if they are reading it in plain-text mode or they have images turned off. So what's happening here is the user has viewed/opened the email in one of these two instances and has cl...

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  • Re: Lead Scoring Help

    Here are some related links:http://www.marketo.com/small-medium-business/marketing-automation-software/customer-engagement.phphttp://www.marketingrockstarguides.com/category/marketo-user-guide/http://community.marketo.com/Marketodeepdive?id=kA5500000008QlPCAU

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  • Re: Migrating to Dynamics? Key Learnings from a Marketo Enterprise Cus...

    Thanks Shad - I know Jep, he was our consultant when I integrated Marketo in 2011 with my prior company. We're now working with Kristen Carmean, who has Dynamics knowledge (she deployed Marketo with Dynamics 2011 (on-premise) with her previous company). In fact, she directed me to this post yester...

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  • Re: Migrating to Dynamics? Key Learnings from a Marketo Enterprise Cus...

    Our CRM team at Avanade (we, too, are a Microsoft shop - in fact, our business is a joint venture between Accenture and Microsoft) was asking if there is anyone at Marketo who they can talk to to get a better understanding of the requirements and lessons learned (this original post was certainly a h...

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  • Re: Migrating to Dynamics? Key Learnings from a Marketo Enterprise Cus...

    Thanks Shad - this is good to know. Were these daily calls included in your Support package (we have Premier Support) or did you require a separate professional services engagement on top of the original SOW?

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  • Re: Migrating to Dynamics? Key Learnings from a Marketo Enterprise Cus...

    Thanks for posting Shad. I feel a bit nauseous knowing now what we may be up against - especially since our sync to Dynamics has been delayed due to other major customization efforts taking place in CRM. Our plan was to continue to move forward with the Marketo implementation and start realizing ben...

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  • Re: "Gotchas" of delaying CRM integration with Marketo

    Thanks so much Kimi! This is top priority for us (and also has become a major concern). BTW, you're not too far away from me (I'm in Macedonia).

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  • "Gotchas" of delaying CRM integration with Marketo

    Our IT/CRM team (MS Dynamics CRM) cannot support the integration requirements until the November timeframe. Given the significant investment we made in Marketo (along with Sales Insight, RCA and Social suite), we are moving forward to setup our environment (most of August) and will begin developing...

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    2436 1 4
  • Re: Running tag-based reports across workspaces

    Thanks Cheryl. Sounds like a serious limitation for global organizations like ours where each country will require their own workspace of localized assets. I would love to hear how others setup their Marketo environment who are in a similar situation. If we don't use workspaces - and instead crea...

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  • Re: Running tag-based reports across workspaces

    TJ, are the other 5 reporting features that you list out available across different workspaces?

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Public Statistics
Date Registered ‎06-10-2013 06:23 PM
Date Last Visited ‎11-20-2025 08:21 AM
Total Messages Posted 4,485
Likes Received 4388