Giles_Crease1

Giles_Crease1

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Level 2
Joined the community 25-09-2014
Rank Icon Level 2
Digital Marketing Manager
Poole, UK
  • solved badge Re: Sales Insight capabilities for MS Dynamics

    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.

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  • solved badge Re: Employees displaying in SI "Best Bets" tab

    Yes that will work but worth checking what scoring sales insight is using to determine flames and stars.

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    2935 0 1
  • solved badge Re: Employees displaying in SI "Best Bets" tab

    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.

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  • Re: Sales Insight and Blocked Emails

    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...

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  • solved badge Re: Sales Insight Email Unsubscribe

    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...

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  • solved badge Re: Email preview not available in sales insights

    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...

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Date Registered ‎09-25-2014 06:35 AM
Date Last Visited
Total Messages Posted 9
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