Josh_Hill13

Josh_Hill13

Contact Me
Online Status
Offline
Date Last Visited
‎09-12-2024 04:37 PM
Level 10 - Champion Alumni
Joined the community 03-09-2012
Rank Icon Level 10 - Champion Alumni
VP Marketing Operations
San Francisco, CA
  • Re: Sending Sales Insight email to a single lead

    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...

    image_type
    Discussions
    1051 0 0
  • Re: Importing List but NOT into database

    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...

    image_type
    Discussions
    1399 0 0
  • Re: Checklist or Best Practices in Marketo sync in Salesforce

    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...

    image_type
    Discussions
    1169 0 0
  • Re: trouble integration SalesForce / Marketo

    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 ...

    image_type
    Discussions
    914 1 0
  • Re: Implementing Marketo - what to tell your sales team

    Hi Richard,Try this free resource:http://www.marketingrockstarguides.com/sell-faster-with-marketo-sales-insight/

    image_type
    Discussions
    1215 3 0
  • Re: Multiple Scoring

    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.

    image_type
    Discussions
    2356 0 0
  • solved badge Re: Embed Slide Share into Landing Page

    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.

    image_type
    Discussions
    1059 0 0
  • Re: Best Practices: Sales Training/Onboarding on Marketo

    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...

    image_type
    Discussions
    1549 1 0
  • Re: Reporting off opportunities

    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...

    image_type
    Discussions
    1125 0 0
  • Re: First Interaction - SQLs

    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 ...

    image_type
    Discussions
    714 0 0

Top Badges Earned

Customize up to 8 badges at the top of your trophy case for all other Community members to see!Customize up to 8 badges at the top of your trophy case for all other Community members to see!
  • Expansion Expansion Earned on 4.23.21 Earned by 11 people Select to learn more
  • Contributor2 Contributor2 Earned on 4.23.21 Earned by 93 people Select to learn more
  • Prowess Prowess Earned on 3.02.21 Earned by 7 people Select to learn more
  •  Artisan Artisan Earned on 3.02.21 Earned by 7 people Select to learn more
  • Bedrock Bedrock Earned on 2.22.21 Earned by 82 people Select to learn more
  • Contributor Contributor Earned on 2.22.21 Earned by 280 people Select to learn more
  • Originator Originator Earned on 2.22.21 Earned by 21 people Select to learn more
  • Seeker Seeker Earned on 2.22.21 Earned by 681 people Select to learn more
Public Statistics
Date Registered ‎09-03-2012 08:39 AM
Date Last Visited ‎09-12-2024 04:37 PM
Total Messages Posted 8,623
Likes Received 4883