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See this documenthttp://www.marketingrockstarguides.com/sell-faster-with-marketo-sales-insight/What you can do is one of two things:Select Lead > Scroll to Marketo SI > Send Marketo Email (I believe you can make this a button too if you know what you're doing).ORLead View > Select the Lead(s) with t...
Not really.You can upload the leads as a list (which it does), then send the email. Then delete the leads in the static list from Marketo.But be careful because if it is a much larger blast than you normally run, your spam rate might be higher. It might be worth breaking up the list to send over a p...
This may help a bit on the Marketo sidehttp://www.slideshare.net/jdavidhill/06-managing-your-marketo-102Breno's link is the best one.The other thing I'd point out is to make sure your lead lifecycle is ready on the SFDC side. If you make changes before integration, things will go more smoothly in th...
Karl, I'm assuming Fluido is your consultant? Or is that a tool? So you have a smart list for the invitation that attempted to exclude Competitors and Unsubscribed? Your Unsubscribed people should be fine because Marketo always blocked people with Unsubscribed=True. Can you pull a Smart List that ...
Hi Richard,Try this free resource:http://www.marketingrockstarguides.com/sell-faster-with-marketo-sales-insight/
One option is to do this:Change Score = Lead Score +2Change Score = Demographic +2in the same scoring workflow to achieve what you want.Then in the behavioral system, do the same thing, but with the Behavioral field.I like Adam's solution as well, which will take more time to setup.
Just pull in the Slideshare embed link from the Advanced Settings of the slide share you want.Copy and paste. It should show up automatically without any changes. If not, look into the above.
You won't be able to get every sales person onboard, some just don't like new tech or tech at all.I do like Mark's program. I also like to add some "carrot and stick" to the game, otherwise you won't get anywhere.I like to monitor Read/Unread leads transfered to Salespeople. If they meet certain mil...
This sounds like it needs some research. Are you using RCA by any chance? I do recommend syncing Programs to SFDC Campaigns whenever possible. I think you could constrain a Lead report to a time frame so that older Opps don't show up. Use the smart list feature and the Setup feature to do somethin...
Kelly,Are you using Lead Status to track SQLs? If so, you can pull that from the CRM or from the Leads by Status report. You could then add the first touch as a field, assuming you are already tracking that.Some firms use a "First Touch" and "Last Touch" field that fills in the SFDC Campaign ID# or ...