Jason_Alford1

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Joined the community 17-04-2018

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Re: Convert Person (Lead) Activity

by Jason_Alford1 05-06-2019

I'm not using the convert person flow step. The sales rep is converting this record from lead to contact in SFDC.So are you saying you don't see the sales owner in the detail? You see the contact?

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Convert Person (Lead) Activity

by Jason_Alford1 05-06-2019

Hi,Quick question. In your activity log; what do you see for detail on a "Convert Person" Activity Type? We use SFDC as a CRM. I see the sales owners name in the detail.

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2119 0 2
Marketing Operations Specialist - Sebastopol, California

by Jason_Alford1 02-25-2019

We are an innovation-driven organization and work in a highly collaborative environment—our clients and community are at the center of everything that we do. We are O'Reilly. Behind every O’Reilly offering stand hundreds of employees and a community working together to develop products that transfor...

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1319 0 0
Re: What to do with leads sales doesn't want (small company size)

by Jason_Alford1 11-27-2018

Anne Angele Floyd AlvaresHmm. Maybe we'll explore the this separate nurture idea. So given this idea what is the end game here? If they purchase you just attribute them success from within the nurture program?

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2811 0 2
What to do with leads sales doesn't want (small company size)

by Jason_Alford1 11-26-2018

I like coming to the board to see how other people do things, and see if someone is doing something similarWe don't want to pass leads with a small company size off to our sales team, and we'd prefer to encourage those under a certain "Num Employees" to do a self service type of deal where you can g...

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Alternatives to a long wait step

by Jason_Alford1 11-07-2018

Hi,Putting records in a 3 month wait step for some reason kind of makes me uneasy (maybe I'm overreacting), but is there a good alternative I could use instead?Maybe I could do something like set a date field for {{system.date}} + 90 days. Then have something run based on the date that field shows? ...

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Re: Leveraging Demographic Score for lifecycle

by Jason_Alford1 10-18-2018

Thanks Grégoire. I think the thought is people are hoping we get demo information on repeat form fills using progressive profiling. In my experience it's only been the overall person score that we deemed important. I think the thinking is people want to make sure the right people are getting through...

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Leveraging Demographic Score for lifecycle

by Jason_Alford1 10-17-2018

Hi,So for our lifecycle we're thinking we're not going to allow leads to be pushed to the sales team unless they have some type of a demographic score (we haven't determined how high of a demo score yet). Looking for opinions as to what people think of this way of thinking. For those of you that do ...

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2247 0 5
Re: Fear of updating contact information

by Jason_Alford1 05-03-2018

Thanks Jay. So essentially when they get to a form, or if someone imports their records (from an event or something); they can fill out the fields that you've blocked, but the change only happens on the Marketo side right? Because the fields are blocked to the sync user in SFDC?Yeah I thought about ...

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2963 0 0
Re: Fear of updating contact information

by Jason_Alford1 05-02-2018

Hi Josh Hill,Thanks for following up. You're correct in the data flow you set up. For contacts in the DB and in SFDC they would like to keep the information the same. They're trying to have a mirror image between the DB and SFDC contact information. The information in the DB is for billing, company ...

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2963 0 0