Josh_Hill13

Yes, Analytics works.You can create Roles with different permissions. Usually you can click on the Role and press Edit to view the specific permissions. Standard and Marketing usually have the same options, but can't access Admin. Web Designer can only view Design Studio. Analytics can only see Repo...

Hi Margaret,You are not missing anything. There isn't a report like that. Sales Insight reports may be coming soon!What you can do is send alerts as you are doing. You can also create smart lists based on behavior history or even Interesting Moments. You should setup interesting moments because Mark...

I agree with Jeff and Elliott on the general approach to tracking people as they move to new firms. If they are at a new firm, they may have a completely different set of responsibilities and needs that their previous history will not tell you about.For data cleanliness, you must keep the old record...

Did you update SFDC or Marketo with those 600K leads?Typically Marketo sync checks every 5 minutes. My understanding is that it can take 1-5 days for larger databases to sync, especially for a first sync...which is why I always do this over a weekend.You can check the Notification logs or any Lead A...

Emily,I think that is the approach - run a list using Ends With or CONTAINS "@mydomain.com", then sort it and decide how to break up the list. Random sample might help, but there's a chance it'll bring in several leads from the same firm.I know someone asked a similar question a few months ago. Try ...

Cathal is right, we need a bit more to help you.That being said, Marketo does pick up new fields in SFDC very easily. The difficulty you'll have is if you make changes to existing fields. Make sure your Marketo User can see the fields you want to sync (and avoid the ones you don't sync).I'd take a d...

You will need several reports and possibly some smart lists:Email Performance:Email Click Performance: filter by link and email.Landing Page Performance: page (or look at the page itself).Smart List would also show you the Leads themselves; Email Was Opened Clicked Link in Email Visited Landing P...

Sam,That's a great idea. You can run two parellel streams that way to speed up the flow. You might want to do this:Stream 1: Slow, with a Transition to pull in Stream 2 leads that stop responding.Stream 2: Fast with a Transition to pull in Stream 1 leads that hit 2 opens in a row (or other engagemen...

Sure, happy to chat. Email me at jdhill@marketingrockstarguides.com.

Do you have the metrics in the database already?To show velocity you'll need several fields monitoring the time entered and time exited from each stage.To show the Revenue Stage or whatever stage you need, it should be easily to create a Leads by Status report and then add a funnel chart.To add Reve...