Andy_Paul

You can find it in the MSI visualforce page on leads, contacts, and opportunities.

The MSI plugin will work with the Outlook for Windows desktop client if you are a subscribed to O365. However, we do not support OWA or Mac at this point in time.Are many of your users using the OWA and Mac versions of Outlook?

Hi Stephany, Setting smart campaigns can be a great way to notify sales reps of engagement. However, if you want to put some of this power into the sellers hands, MSI is a great solution for this. I have added some screens below from MSI. 1. When a seller adds a lead/contact to their watchlist then ...

Hi Everyone,I am the product manager for Marketo Sales Insights and am interested to hear more from all of you on what MSI reports you would find useful for your team as well as for sales managers. If you would be interested in discussing this with me and my team, or have any sales managers we could...

Hi Guy,Thank you for providing this feedback. The product team will be looking into this issue to see what resolutions we can provide for this workflow issue.

Hi Melissa, When a sales user clicks on the Marketo tab to go to their Best Bets list they will see an option at the top that says "Create New View". This is where your MSI users can create a new view that filters on their Best Bets list.Hope this helps!

Hi Lori - could you tell us a little more about your use case and what action you would want to trigger a lead being added to a marketing campaign?Jay gave some great options on how this can be achieved through Marketo triggers, but I want to make sure there isn't more to this request that we are mi...

Hi Bonnie,We understand that building our applications to work with both versions of Salesforce is key to many customers success with our tools. We will evaluate this feedback and see what opportunities we have to build support for these features in SFDC Lightning. Thanks for your feedback!

Hi Timothy,Thanks for sharing this feedback with us. We appreciate you taking the time to let us know what enhancements would create a better experience for your team. We are currently not doing any work to support MSI in Salesforce Lightning. However, it may be worth checking out our new tool Marke...