Dan_Stevens_

Dan_Stevens_

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Date Last Visited
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Level 10 - Champion Alumni
Joined the community 10-06-2013
Rank Icon Level 10 - Champion Alumni
Sr. Director, Global Demand Center
Cleveland, Ohio
  • 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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    2177 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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    1834 1 0
  • 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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  • Re: Running tag-based reports across workspaces

    Cheryl, I guess this is where the confusion lies: During our Discover workshop, the Marketo consultants stressed the use of tags for slicing and dicing the analytics within MLM. For example, we need to run analytics - both at the global level and within each country/workspace - by service line, ge...

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  • Running tag-based reports across workspaces

    We are setting up separate lead partitions/workspaces by country across our global organization. In Europe, we are organized by REGION (e.g., the Nordics region consists of Norway, Finland, Sweden and Denmark - each will have their own workspace). If we use country TAGS, will we be able to run rep...

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  • Re: Where is Marketo's Program Exchange located?

    Emily, that's true for some, but like I mentioned, when I import "Data Management" there is no description. The Marketing Nation page just made it sound like there was this formal "exchange" that existed for its customers. So another questions is, how does one share programs with others?

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  • Re: Where is Marketo's Program Exchange located?

    Thanks Jeffrey. Is there somewhere that explains what each of these programs do? For example, when I click on "Data Management", there is no description.

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Public Statistics
Date Registered ‎06-10-2013 06:23 PM
Date Last Visited Friday
Total Messages Posted 4,485
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