Jessica_Kao3

Jessica_Kao3

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Date Last Visited
‎08-31-2022 11:55 PM
Level 10 - Champion Alumni
Joined the community 15-01-2016
Rank Icon Level 10 - Champion Alumni
Senior Director, Demand Operations
San Francisco
  • solved badge Re: Finding first "engagement" date

    I have handled this by creating a date field called Engagement Date. This is triggered on behavioral score. So when the behavioral score changes to something greater than 0, I stamp the system date into Engagement date. You can also use the lead score field if all your scores are purely on behavi...

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    2858 1 0
  • Re: LeanData vs. Ringlead

    I believe Lean Data has gotten out of the deduplication game. Ring Lead would be used for deduplication.

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    3693 0 0
  • Re: Connecting social accounts to lead/contact records

    I've used Socedo and I think they can do what you are asking for.

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    2061 1 1
  • Re: Favorite List Appending + List Creation Tool

    For List appending and sourcing new names. I have used Lead Space, Zoom Info, Social 123, Data.com and ReachForce. They vary across the board in quality and price and you really get what you pay for so it depends on your needs.

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  • Re: How do you target known leads & customers?

    I agree with the above. But I also want to add that you should provide them ungated offers. In both those cases, you know who they are. There is no need to gate the content at this point. Drive consumption of your website. Offers of white papers, infographics etc. Sometimes its hard to come up...

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    1365 0 0
  • Re: How do we handle unsubscribe requests from an external list?

    You can provide to the vendor, your unsubscribe link to the your Marketo instance. Depending on the verbiage in the contract with the vendor, if the person who receives the email is unsubscribing, are they unsubscribing from the vendor or from you. There is no harm in using your unsubscribe link. ...

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    1896 4 1
  • solved badge Re: I am not coming up in the Find an Expert search tool.

    Hey Liz Courter​, I am having the same issue. I search for Champions in the area and I don't show up for the bay area. Any thoughts? I double checked that the city, state, and country are filled out. Any help would be great

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    2418 0 0
  • solved badge Re: B2B Lead Database Providers - DiscoverOrg, ZoomInfo, etc...

    Hi David Blake,I've used a lot of different vendors for list purchases that connect into SFDC. Feel free to message me. The most important thing though no matter which list vendor you use is to check for email hygiene (i.e. spam bots, traps, and invalid emails). Event the highest quality lists w...

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    2320 3 0
  • Re: Moving from Opportunity to Win or Lose in Revenue Lifecycle

    To Add to Jim's comment above, typically this is reflected as a specific opportunity stage. These are typically designated as closed won or closed lost.

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Public Statistics
Date Registered ‎01-15-2016 03:08 PM
Date Last Visited ‎08-31-2022 11:55 PM
Total Messages Posted 298
Likes Received 337