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Thank you, Kenny. Your reasoning makes a lot of sense. My hunch all along was that the issue was in the system mod stamp. I'll speak with our Sales ops about option 1. Thanks again.
Sure, Nate. Here's a scenario: Marketo activity log shows: 2:58 pm - lead created in Salesforce 2:58 - Webhook calls InsideView to see if lead can be enriched 2:59 - Number of employees field enriched 3:01 - Lead synced to Salesforce by flow step "Sync to SFDC" 3:45 - Number of employees field valu...
Thank you, Josh. The workflow is that names are being created in SFDC as new contacts, not leads being converted. In that case, would you ever have earlier engagement values on the contact status such as "attempting contact" or "2 way conversion"?
As we move more towards account-based marketing, and names originate in Salesforce as contacts under accounts rather than leads, just wondering if people are creating a "Contact Status" to provide an indication to marketing as to what's happening with that contact prior to an opportunity being creat...
We're having issues with enriched data being overwritten. Neither InsideView, Marketo, or Salesforce knows why. If you are using InsideView, would love to connect so see how you have your enrich smart lists configured.
I'm wondering if anyone has suggestions or input on how to handle velcocity when opportunties are created. Say a lead is created June 1, and converted to opportunity August 1. So velocity from Names to SQL is 60 days. Then through course of sales process, on August 5, rep adds two additional new con...
Did the treasure chest feature that let you filter marketing activities to only show emails, or landing pages, or approved landing pages, etc. go away? I can't seem to find it.
We are working on setting up something similar. Eric, would love to hear any suggestions. Thank you.