Badges
Accepted Solutions
Likes Received
Posts
Discussions
Ideas
Blog Posts
Hi Tim, It is worth noting that interesting moments are visible in the Opportunity Influence Analyzer. if you use this report. Like Dory and Josh suggest, talk to sales to see what they deem interesting. Then, if you use the Opportunity Influence Analyzer, consider what interesting moments will high...
Hi Jeff,This line "Click Conv % to graph the conversion rate from this to the next stage" from Using the Success Path Analyzer - Marketo Docs - Product Docs seems to imply that the conversion is from one stage to the next, hence it is my understanding it is B. I wonder if a custom Lead Flow report ...
The main issue with wait steps is that once someone is in it, they remain in it even if the campaign is deactivated and then proceed through the rest of the flow steps.
That totally depends on what you want to measure and how records proceed through the lifecycle. You could instantly MQL records who request a trial and measure what percent MQLd for what reason within the bucket itself. If leads that come in from the partner channel follow a different path, it does ...
I like the fact that lead assignment can also be triggered in Mkto. I needed to put leads through a round robin only under certain circumstances and Mkto gave me that flexibility - I set up a two-tier round robin in Mkto (two separate triggered campaigns based on two sets of actions) and it is work...
Heather, note that an SFDC queue will work fine if the records you send to it are SFDC Leads. If Marketo sends an already existing SFDC Contact to a queue, SFDC will create a new lead, hence a duplicate.
I tend to favor syncing all leads to SFDC (and it also helps preventing duplicates). When I sync pre-MQL records to SFDC I try to assign to a non-sales user that owns them until they MQL. Do you have a full lead lifecycle (with model) set up?
I would open a case on this one - it looks like something going on in the back end.