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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 criteria and state, the alert should be sent to a different email. In this case, we couldn't say If 'Topic' is 'Example' and ...
Hi Allison,We also utilize Smartling for translating the content. It automatically syncs into Marketo once the translation is complete.Best,Brittney
Thanks Sanford! I did not know Marketo had that feature. Good to know!
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 disqualified from a drop-down list. If someone is disqualified, it usually means they are a competitor, not looking fo...
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 is complete.Thanks for your help!
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 addressesNo Activity in the past 2 yearsNow Contacts are trickier because Marketing does not own the Contacts, Sales does. Ther...
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 effectiveness of the emails as well. Do you suggest using MSI or a Sales Automation platform? We have actually tested a Sa...
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.