Rachel_Bryan

Okay, I am going to do my best to explain the issue we are experiencing. Feel free to ask for more clarification if needed.We have a very robust database already prior to Marketo, and many of the people in our database are already an SFDC type of contact. In many cases, "leads" that are delivered ...

Hi all,I am trying to build a workflow that will align the contact owner with the account owner when a lead is converted. I found a thread that had suggested I build a workflow that changes the owner based on account owner email address (thread here: Contact owner match Account Owner in SFDC ). Ho...

Hi everyone, I work for a company that offers SaaS products, and one of the challenges we have been facing with our lifecycle model is how to treat upsell opportunities. Currently, our success path ends at client - but in many instances, we have people who have become a client, but there is an oppo...

I am looking to build a report that will allow us to see the advancement of leads from lifecycle status to lifecycle status (or even revenue stage to revenue stage) by sales person. The question we are trying to answer is if salespeople are actually changing the the statuses as they work contacts/le...

I have been trying to find information on how to create tokens for sales insight emails that would pull through the sales person's signature line. Does anyone know how this can be accomplished, and is this something that can not be used in the outlook plugin for MSI?

Is there a way to remove unqualified prospects from the best bets dashboard? When we unqualify someone we do not want them to appear in our sales people's best bets view.

I know that Marketo recognizes duplicate records based off of email address, but I am wondering can they recognize alternate email addresses as well? For instance if a lead comes in via a contact us form and the email address on the form is example@test.com, and there is a record in salesforce that...