Sean_Richards

Sean_Richards

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Date Last Visited
‎12-05-2023 01:59 AM
Level 5
Joined the community 17-02-2017
Rank Icon Level 5
Co-Founder and Director
Camberwell
  • solved badge Ability to link a device to are marketo "cookie" through another email...

    Hi Everyone,Does anyone know of a way to have a 3rd party email system "link" the device to the marketo person, without sending the email from Marketo?For example, Gmail, or in our case we use Salesloft for our sales team to do outreach.I can't think of a way to do this myself.The way Marketo does i...

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  • Re: Marketo is lagging behind

    Yeah this one really shocked me. When SSL is now free, how can they charge us for it. We provide all our customers SSL for free, in a fully automated way.

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    25162 11 0
  • Re: Using Custom Salesforce UI to Drive Lifecycle Stages

    Great conversation here and thank you for your detailed response Justin. Loving it.However, I find it more flexible to update relevant lead/contact fields in Marketo with the various data points you want included in the task, then update a date stamp field that triggers a process or apex in SFDC to ...

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  • Re: Using Custom Salesforce UI to Drive Lifecycle Stages

    Hi Justin,When you talk about using tasks to inform sales, can you share a little more about how this process works? We currently promote a lead to MQL status and assign it into a Lead Queue call "MQL Queue" which then get manually triaged by our SDRs. How do you do it? Also, this process we have is...

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  • Re: Using Custom Salesforce UI to Drive Lifecycle Stages

    Thanks so much for coming back to me on this Grégoire.So in the case of the "qualify lead" wizard, what fires off this Flow to execute? Or is it more that from an MQL lead queue (or contact list) the reps can open the lead/contact then press a button to launch that wizard?Any chance you have any scr...

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  • solved badge Re: Converting Lead to a Contact

    Just getting back to you on this Justin Norris‌, my outcome and solution is documented here: https://nation.marketo.com/thread/49771-unknown-cause-of-lead-merge-leaddb-expert-knowledge-required

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  • solved badge Re: Merge contacts in SFDC

    We use Ringlead to handle these merges, which adds some additional options for how this is handled.

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    3204 0 0
  • Using Custom Salesforce UI to Drive Lifecycle Stages

    I read somewhere in a thread that some people were using Salesforce UI (e.g. buttons and apex) to drive their lead lifecycle progression via the user experience, as opposed to relying on field values being changed by reps.Can any one who has had any experience implementing this kind of thing let me ...

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  • solved badge Re: Unknown cause of lead merge (leaddb) - Expert knowledge required!

    I think I just spent a lot of time testing different things. Veronica kept pointing out that it must be a "non standard conversion", but I had no specific Apex or Workflows hooked on to conversions. But when I found this setting which related specifically to conversion and what is executed on it, I ...

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  • solved badge Re: Unknown cause of lead merge (leaddb) - Expert knowledge required!

    Hi Matt,I've been holding off bothering to reply to this thread. Yes, I found a solution. After my ticket spent months in Marketo's top tier support channels, they didn't have a solution. Well, not entirely true. They did, but it was not the actual solution. Here was there response.-----------------...

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Public Statistics
Date Registered ‎02-17-2017 01:24 AM
Date Last Visited ‎12-05-2023 01:59 AM
Total Messages Posted 133
Likes Received 33