Megan_Reed1

Megan_Reed1
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Date Last Visited
‎01-28-2020 02:06 AM
Level 4
Joined the community 04-01-2013
Rank Icon Level 4
Lexington, KY
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  • Sales Insights Trigger Campaigns Not Firing
    by Megan_Reed1 name dot 07-27-2016 quickview

    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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    Discussions
    1473 0 2
    Sales Insight
  • Inactivity Campaign for Engagement Program
    by Megan_Reed1 name dot 07-15-2016 quickview

    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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    Discussions
    1466 0 1
  • Re: SFDC Leads vs Contacts Dilemma
    by Megan_Reed1 name dot 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 ...

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    Discussions
    3469 0 2
  • PPC/Remarketing/Microsite Partner
    by Megan_Reed1 name dot 03-21-2016 quickview

    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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    Discussions
    885 0 0
    Marketing: Digital Marketing (Social Mobile and more)
  • Re: Salesforce Implementation with 3-year old Marketo Database
    by Megan_Reed1 name dot 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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    Discussions
    2603 0 2
  • Re: Salesforce Implementation with 3-year old Marketo Database
    by Megan_Reed1 name dot 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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    Discussions
    3743 0 2
  • Salesforce Implementation with 3-year old Marketo Database
    by Megan_Reed1 name dot 02-26-2016 quickview

    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...

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    Discussions
    4045 1 14
  • Re: Microsoft Dynamics + Marketo Integration
    by Megan_Reed1 name dot 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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    Discussions
    3858 0 1
  • Re: Microsoft Dynamics + Marketo Integration
    by Megan_Reed1 name dot 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!

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    Discussions
    3858 1 0
  • solved badge Re: Salesforce.com Resources
    by Megan_Reed1 name dot 11-03-2015

    Thanks Scott!

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    Discussions
    1151 0 0
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Date Registered ‎01-04-2013 02:10 PM
Date Last Visited ‎01-28-2020 02:06 AM
Total Messages Posted 119
Likes Received 16
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