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This sounds positive. Currently our instance is in Marketo's data centre located in the UK will it continue to be located in the UK when it is moved to Google Cloud Platform? - I believe they do have servers located in the UK.ThanksGiles
If they have the little Marketo logo they are Marketo emails. MSI in MSD also displays sales emails - these can be sent from MSI in MSD using the Send Marketo Email button to contact/s or using Outlook and using the Marketo plugin.
Yes that will work but worth checking what scoring sales insight is using to determine flames and stars.
You could change the Account Owner of employees so they do not appear in Sales Team Best Bets and/or as you say remove them from any scoring and interesting moments that are used by Marketo Sales Insight.
Hi CameronI was in the same position with my sales team and found the following by Raul Fonseca really useful. "Emails sent via the Sales Insight plug-in are always regarded as normal emails, regardless if the email is Operational or not. Emails will NOT be sent if the email address is invalid, un...
We've also had some confusion with this area in the past.Jamie is correct when our Sales guys use MSI in our CRM (Dynamics for us but it is the same for Salesforce) it sends through Marketo and obeys any rules in place such as unsubscribed.As well as checking the leads are unsubscribed, as suggested...
We have a similar issue, it has just occurred, when we try view emails sent from Marketo we are prompted for a log in and get a Browser time out; log in again message. In our case I've noticed that we can preview sales emails - sent from our CRM MSD or Marketo Outlook plug-in. Be good to get some fe...
I agree this would be a useful feature. It is possible to use the smart list to add a constraint 'Sent by' is 'email address of the sales rep' and then use Set-up and Group Emails by Sales Rep. However if a lead received a MSI email from more than one MSI user during that time then they would both b...