Richard_Wasylyn

Level 4 - Champion Alumni

Joined the community 16-12-2013

Level 4 - Champion Alumni

Sr Director, Marketing Operations

Vancouver

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Lead owner mobile phone mapping

by Richard_Wasylyn 03-05-2014

Is this something we can implement with a custom field mapping or is this generally not available?

Discussions

706 0 1

Sales Insight
Re: Handling Webinar Questions

by Richard_Wasylyn 03-03-2014

Custom fields in SFDC is one option, however with the volume of webinars we run these fields would have a high potential of being overwritten. We also do a fair amount of polling and surveys around our webinar which we would like to push the data onto the record so sales can better understand the le...

Discussions

1433 0 0
Handling Webinar Questions

by Richard_Wasylyn 02-28-2014

We run webinars on a fairly consistent basis and as part of the process have our sales team call to answer any unanswered questions that we aren't able to address during the webinar. Right now we have the information in xls and use that to pass it over to sales but I'm curious if there is a better s...

Discussions

1478 0 3

Lead Management
Lead create data is not in the past 90 days

by Richard_Wasylyn 02-18-2014

I'm trying to run some filtering so that I only pick up leads that were created longer than 90 days? The filtering lets me select "in the past" but I want "not in the past.Is there any way to set the filtering to say lead created is not the past 90 days?

Discussions

943 0 1

Lead Management
Re: sales alerts on form completion

by Richard_Wasylyn 02-17-2014

Thanks Jeff, I did exactly that.

Discussions

1715 0 0
sales alerts on form completion

by Richard_Wasylyn 02-17-2014

We currently have an alert to set up when a visitor completes a form on our website. The problem we are seeing is when one visitor comes to the site and has multiple form completions the sales rep is getting bombarded with sales alerts.Has anyone found a successful way to limit the sale alerts from ...

Discussions

1779 0 4

Sales Insight
Re: Videos on Youtube??

by Richard_Wasylyn 02-11-2014

I like the thinking around setting up the known lead/contact bypass. I might try and play around with that to see if I can get it working.

Discussions

2141 0 0
Re: Videos on Youtube??

by Richard_Wasylyn 02-07-2014

Hi Rodney,Are the videos you have posted on youtube private? My concern is that if we post publically with no form on youtube we will lose the lead gen capability of gating those resources on our website. I have set up a similar scenario of placing the youtube video behind a form on a marketo landin...

Discussions

2141 0 0
Videos on Youtube??

by Richard_Wasylyn 02-07-2014

We are currently having a conversation in our organization about moving our videos onto youtube. Right now we have a number of on-demand video webinars that are gated on our website and the suggestion is that we move them on to youtube so the sales team can distribute the videos.My concern is that w...

Discussions

2238 0 7

Lead Management
Re: Sync leads to SFDC and assignment rules

by Richard_Wasylyn 01-31-2014

Net new would mean that the lead does not exist in SFDC and hasn't been assigned.We had a sync to SFDC step on our flow and simply had it set to use auto assignment rules. The problem is we are moving data that is our target market and updating data values and adding to SFDC campaigns. We only want ...

Discussions

934 0 0