Megan_Reed1

Level 4

Joined the community 04-01-2013

Level 4

Lexington, KY

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Sales Insights Trigger Campaigns Not Firing

by Megan_Reed1 07-27-2016

I've seen numerous discussions on Sales Insights and the need for improvement, but cannot seem to find an answer to setting up working campaigns to track sends, opens, clicks, etc. Being newer to using Sales Insights, I have a lot to learn. Currently I have campaigns set up like: Sent:Opened:Clicked...

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1487 0 2

Sales Insight
Inactivity Campaign for Engagement Program

by Megan_Reed1 07-15-2016

I would like to create a campaign that looks for members of my engagement program that are inactive.I'm thinking those that have not clicked on an email in my engagement program or visited a landing page related to the engagement program within the past 30 days and that were not just delivered an em...

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1482 0 1
Re: SFDC Leads vs Contacts Dilemma

by Megan_Reed1 06-06-2016

Jeff Coveney Were you able to solve this problem without using a 3rd party and adding a budget item? We are experiencing this issue right now. We just integrated SFDC into a 3-year old Marketo database. My original understanding was that the initial sync would create a duplicate of every lead. The ...

Discussions

3537 0 2
PPC/Remarketing/Microsite Partner

by Megan_Reed1 03-21-2016

Does anyone have experience with a good PPC and remarketing company that can also help build microsites for B2B companies? A partner with knowledge of Marketo would be ideal. Any advice would be greatly appreciated!

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895 0 0

Marketing: Digital Marketing (Social Mobile and more)
Re: Salesforce Implementation with 3-year old Marketo Database

by Megan_Reed1 02-29-2016

Wow! Lots to think about.@Greg - Salesforce is new to us and currently has no data in it. Marketo has 3 years worth. It sounds like Steven Vanderberg is right to upsert the data from Marketo to Salesforce for Leads but not Contacts and Accounts - is that right? Emily Dick - We currently have a custo...

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2685 0 2
Re: Salesforce Implementation with 3-year old Marketo Database

by Megan_Reed1 02-29-2016

Hi Lauren,Thank you so much for your insights. Based on your experience I believe our experience will be similar. We used Saleslogix years ago until we transitioned to Connectwise for our CRM (which was already used by our Operations dept.). Now we are looking to get Marketing and Sales on the same ...

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3825 0 2
Salesforce Implementation with 3-year old Marketo Database

by Megan_Reed1 02-26-2016

We just purchased Salesforce, but have been using Marketo for 3 years so we have a good amount of data in Marketo. We are in the initial planning stages for our Salesforce implementation and I am concerned with syncing our current Marketo database with Salesforce since I have never worked with Sales...

Discussions

4133 1 14
Re: Microsoft Dynamics + Marketo Integration

by Megan_Reed1 02-26-2016

Thank you so much for your input. We are going to fix it by investing in Salesforce. Now it's just a matter of getting started with the integration. Are there any resources you would suggest besides the Product Docs info in Marketo to get going?

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3907 0 1
Re: Microsoft Dynamics + Marketo Integration

by Megan_Reed1 02-26-2016

Paul - Thank you so much for sharing your insights. My company has decided to move forward with a Salesforce integration. Now it's just a question of how to start that process!

Discussions

3907 1 0
Re: Salesforce.com Resources

by Megan_Reed1 11-03-2015

Thanks Scott!

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1160 0 0