Shari_Horton

Level 2

Joined the community 22-07-2014

Level 2

Silicon Valley

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Cloudingo and Sync Errors

by Shari_Horton 02-03-2016

We are implementing Cloudingo on the SF side to reduce the incidence of duplicates. One issue we are seeing is the Cloudingo agent consuming resources that result in sync errors. We aren't getting a lot of help from Cloudingo figuring out how to avoid this, although they acknowledge it happens. Ha...

Discussions

914 0 0
Re: What are your Thanksgiving Traditions?

by Shari_Horton 11-18-2015

Christmas Tree Day - The day after thanksgiving we pack the leftovers into a picnic, head for the mountains and find our Christmas tree.

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3331 1 0
Re: Cumulative vs Normalized Lead Scoring Strategies

by Shari_Horton 11-05-2015

This gets viewed often, so I thought to circle back and post that we have moved away from the "always recalculating normalizing score" to the cumulative score that caps interest scoring and degrades score for inactivity. Our sales folks are thrilled. We think this will have a most positive impact ...

Discussions

2995 2 0
Segmentation - Based on SFDC Type

by Shari_Horton 09-04-2015

We recently learned that the use of SFDC Type in segmentations is not supported. We have discovered segmentations rely on data value changes in order to move from one segment to another within a segmentation. Therefore segments built that call on sfdc type are only correct when they are first buil...

Ideas

2599 20 3
Re: Cumulative vs Normalized Lead Scoring Strategies

by Shari_Horton 09-02-2015

No... It means that every time scorable data values change - it triggers the lead to be completely rescored. (e.g. Visits website, triggers a set of 10 interest campaigns to run). The scoring campaigns are all based on activity within the most recent 30 days. Maybe this is not often used. The...

Discussions

2995 0 0
Re: Cumulative vs Normalized Lead Scoring Strategies

by Shari_Horton 09-02-2015

No, by normalized, we mean that ever time scorable data values change - it triggers the lead to be completely rescored. As in it runs through all the scoring campaigns again. The scoring campaigns are all based on activity within the most recent 30 days. It creates so much clutter in the activity ...

Discussions

2997 0 0
SFDC Accounts - Major Changes are pending to our accounts and hierarch...

by Shari_Horton 09-01-2015

Our account data is a mess - dirty data, duplicate accounts, no standardization etc. To fix that, our IT team has purchased a clean set of accounts and account data they plan to load. Once installed, they will be editing existing accounts and by extension the associated contacts. The good news is t...

Discussions

1340 0 1
Cumulative vs Normalized Lead Scoring Strategies

by Shari_Horton 08-19-2015

We have been using a normalized lead scoring system whereby changes in scorable data values initiative the lead to run through the set of scoring campaigns. It has a lot of pluses, but a major downside is that it creates loads of scoring entries into the activity record making it complicated for s...

Discussions

3225 0 5

lead scoring Reports & Analytics
Re: Is it possible to "hide" leads that are in Salesforce from Marketo...

by Shari_Horton 03-02-2015

I have a similar challenge, for a given set of leads - not all of them and need to "hide" those leads from Marketo for a very short period of time. Is there a way to make this work in only a particular use case and for only a specified period of time?Thanks in advance for your thoughts.

Discussions

1724 0 0
Re: Transition to new RCM Model

by Shari_Horton 02-27-2015

I am not an expert, but we just made a pretty major change to our model. We cloned the existing model, made the changes, then built some campaigns to level set leads to the new proper place, then turned on the new model. We archived the old one so as to 'document' last year's plan.

Discussions

1936 1 1