Hank_Hansen

Hank_Hansen

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Date Last Visited
‎04-22-2025 06:42 PM
Level 5
Joined the community 01-08-2014
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Berkeley, CA
  • SFDC Activity filtering

    When I use filters for "logged" or "updated" within the last 60 days, my matches include the correct records but also include records with _open_ activities that were not logged or updated within the last 60 days. Has anyone else run into this?

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  • GoToWebinar Recurring Events and Marketo Integration

    Has anyone found a way to set up a single Marketo Webinar program that can intelligently handle a recurring event? So far I have had to clone my webinar program for each upcoming recurrence, change the GTW event the program is synced to, and manually update the Marketo form used on our site with the...

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  • Re: Alternate CRM solutions for cold leads

    Good insights all around - thanks for sharing! If we decide to keep them out of SFDC until they engage, I was hoping to find a sales acceleration service (along the lines of LiveHive) that would enable sales to pass a lead into SFDC & Marketo once the lead has engaged and is qualified for further nu...

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    4133 0 0
  • Re: Alternate CRM solutions for cold leads

    So my Marketo database would increase with lots of cold, unqualified leads that convert at a low rate, increasing my Marketo pricing tier. I don't the numbers would make sense. How do you guys justify the cost, presuming we're talking about the same thing - cold, unqualified leads.

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    4133 1 2
  • Re: Editing templates

    It's a shame Knak changed their plan options with the cheapest now being $250/mo paid annually. I was going to be a client at $99/mo but they killed that option from what I can see.

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  • Alternate CRM solutions for cold leads

    We'd like to keep cold lead lists out of Salesforce/Marketo until they have been qualified at which point they would be eligible for Salesforce/Marketo. I'm curious what solutions other Sales/Marketing Ops folks are using for this approach. Services such as LiveHive seem to offer the feature set we'...

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  • Re: Capture failed sync record to Salesforce

    I occasionally see sync failures that result in sales not receiving a new lead because owner isn't assigned. I'd like to get the owner assigned and into the hands of sales ASAP rather than wait for a cleanup operation that only happens once a day.What's the recommended approach for handling these ca...

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    2089 0 0
  • Re: How fast IS Real-Time Personalization (RTP)

    By your comment "reporting in the Web Personalization application" - does this mean the list of Segments and their matches within the RTP control panel can take 24-48 hours to update? (although campaigns will fire immediately)If I am testing a web page match segment, for example, and I visit the spe...

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  • Re: PPC attribution

    Thanks Margaret! Somehow I neglected to reply to this. We're looking at Bizible and others.

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    3192 1 0
  • solved badge Re: MSI and Salesforce Email Tracking

    Thanks Darrell! We're also looking at tools outside of MSI to record in Salesforce all email activity outside of Marketo-sent email (we would continue using MSI for that). I'm digging around other threads here for candidates. If you have any that are top of mind please let me know!

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Public Statistics
Date Registered ‎08-01-2014 03:41 PM
Date Last Visited ‎04-22-2025 06:42 PM
Total Messages Posted 163
Likes Received 27
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