Rachit_Puri2

In my past organization, we got PFL but it was managed by a central team. The sales reps or account owners would send their request to the central team, who would go ahead and set up the marketing campaign within PFL. If your volume of direct mails is low, it would be ok to have a central group mana...

Apart from the suggestions from Amy, you can also look at Original Referrer. Based on the value of the original referrer, you can identify the source for the lead. As an example, if original referrer contains facebook or twitter, it would be ok to mark the source = Social Media. Similarly, you can d...

Yes, raised a support ticket with them for this one. Not sure why this is still happening.

Can someone please share some snapshots of dashboards that have been created using Power BI? We are currently exploring data dashboarding tools like Tableau, Qlik etc.

+1 to Denise's response. Opened email is not a reliable metrics since many email protection apps and anti-virus applications scan the emails, causing them to be marked as open for the person. To be safe, create a smart list that has the following logic: 1. Not Opened Email X2. Opened Email X3. Click...

What kind of integration are you looking for? Do you want to create custom audiences in your FB Ad Manager or are you looking for something more advanced?

+1 for Full Circle Response Management. I have used it for several clients in the past, and it is adequate to manage most of the complicated sales flows. As you already know, intentionally creating duplicates can cause numerous problems in your marketing and sales system. If your sales team gets pus...

Done!

Just a random thought - could we have 2 separate send alert steps in the campaign flow. The first send alert will send the alert email to the account owner as default. The next step will send an alert to the person owner. However, the second will have a choice that if the alert was sent for the lead...

Additionally, we have set up an internal alert in our system which is sent to our team when the first name, or the last name changes for a record in Marketo via list import. Someone from our team manually reviews it to ensure that the new values are in the proper format, and without any typos. This ...