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Has anyone had a chance to try out Marketing Performance Insights? What are your thoughts on it? How does it compare to RCE?
Sorry Kristy, I should have been more clear. I want to alert them via another method of the latest activity in MSI Web Activity on a proactive basis.
I'm trying to figure out if there is a way to send our sales reps the latest Web Activity in Marketo Sales insight via either a link or a token of some sort. I find that unless prompted they don't take full advantage of it.
I wanted to see what the communities thoughts were on what the lead/person source should be for a lead that comes in because an existing lead from the same company gave us their information. Example: John Smith attends a webinar and is entered as a new lead with the lead/person source: Webinar.John ...
This has been a major issue for my team and I these last few weeks. Our goal was to reorganize our channels and update Acquisition Program for a bunch of records to reflect this. We ran data value change steps and even tried to do mass updates via SalesForce data loader to little success. Our Acquis...
Thanks for the link Keith, I think for the future this will be really helpful
Thanks for the help Josh, good to know before I start switching stuff around
Recently, we had a mini overhaul of our channels and thus the programs. Once I created the new channels and updated the statuses that needed updating I move members from the old program to the new one. I managed to move these members over to the new program with little issue, however what didn't pus...
I was curious about the communities best practices/insights on how I might handle tracking and reporting multiple lead sources.For example: a lead comes in from Lead Source A in 2015, the lead never pans out (and never become an opportunity). Then the same lead comes back into our system in 2017 fro...