I agree with Julie Colwell. I would suggest moving partners, clients, etc. to a tag type. It would also help from a reporting standpoint.Best, Brittney
Hi Christine,The "Campaign is Requested" is for very granular flows in your campaigns. For example, we used it for one of our web forms because depending on the lead's topic criter...
Hi Kevin,This falls under our lead status in SFDC. Below are the lead statuses we use:OpenWorkingQualifiedNot ReadyDisqualifiedWe ask our sales reps to enter a reason why they are ...
Yes, I heard about the acquisition at the Summit in April. Since we are already using Outreach, we may just use that for now and look into Toutapp once the integration to Marketo i...
Hi Leila,I actually did this recently and below is the steps I took:Leads:Removed invalid email addressesDisqualified leads (dependent on the reason)Leads with empty email addresse...
Hello,We want the Sales team to be able to send out template emails to prospects introducing them to a new product we are launching, but we want to be able to track the overall eff...
We are going to use SuccessFactors for our LMS, which will help educate our channel partners. We haven't implemented yet, so I have no first hand experience.