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Hi Sarah,I highly recommend CRM Fusion - the product UI looks like something from Windows 95, but it works great. What I like best is that you can come up with your own matching criteria for catching dupes. It's a truly flexible and powerful platform.
Well that's a huge bummer. I wonder if it has to do with the munchkin 2.0 updates? I haven't tested it post-release, but I will now to see if we get a different result.
Hi All,Thought I'd chime in with our experiences, but first wanted to give some context of our program/goals. Our sales team has requested a tool that can send email cadences directly from their Outlook accounts (as opposed to the shared IP that Marketo uses) and would automatically remove prospects...
That would be fantastic if it's just a bug. I do see an option in the admin panel to select your desired "From Address" for MSI, but there are no options other than "Salesforce User Email Address".
Hi Justin,I'm sorry, but this is incorrect. MSI emails are always sent from the active user logged into SFDC, it ignores all tokens/values you put in the from name/email address. More on this here:https://nation.marketo.com/message/103396#comment-103396and vote for this idea too!One workaround is to...
Hi Dan,Change "is" to "in time frame" and you will have the option to select today.
Hi Dan,The timeframe option is dynamic - you don't actually have a calendar pop-up and choose a specific date. Instead, it's actually the word, "Today", and acts like a token to pull in today's date. You bring up a very good point about timezones, but it is based off of the time the activity was log...
Hi Venus,I set my smart list up in the opposite manner and it so far has seemed to catch everyone I've spot checked:Trigger: Clicks link in email is "abc.com"Visited webpage is "abc.com" in timeframe Today
Thank you for the thoughtful response Christina. When I logged into Salesloft, I was shocked to find that there were no unsubscribe rates. Then, I went to their site and found that there wasn't even an option to unsubscribe! I am planning to use the unsubscribe link, but I always appreciate the pers...
Hi All,I'm looking to get your take on unsubscribe links in outbound email cadences. Currently, our sales reps are using a system called Salesloft and send out emails to prospects in groups of 200 or so. The Salesloft website states that since emails are sent directly from your email server, they do...