Jason_Krall4

Level 2

Joined the community 01-02-2012

Level 2

Cincinnati, OH

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Using Sales Insights and Multiple SFDC Profiles

by Jason_Krall4 06-16-2014

Open to suggestions:We are an Enterprise company with Salesforce as our CRM. We have Sales Insights for our reps but are looking to restrict it for some of our representatives. Our Salesforce is set up with multiple profiles (+24) for our disparate sales teams and relationship managers. To add to...

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777 0 1

Sales Insight
Re: Tokens in Marketo Sales Insight

by Jason_Krall4 04-11-2014

Sofia,Do you mean tokens in the email? Or tokens in a program which uses MSI as the way to send the emails etc? Or tokens in the email for "Send Marketo Email"? Can you be more specific?Since the emails are "housed" in Marketo and referred to in the emails, if they are on the template they will def...

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1570 0 0
Re: Sync only selected SFDC leads

by Jason_Krall4 08-22-2013

Jep and others,A follow up question to your answer. We have SFDC contacts that we don't want in Marketo because they come from an external DB which causes a significant amount of duplicates. In addition we want to restrict those who do not have an email address. If I restrict Marketo to only allow ...

Discussions

1902 0 0
Re: Sync one marketo to two Salesforce instances with intent to merge ...

by Jason_Krall4 04-15-2013

Thanks for your responses and a big Ohio hello to you Kimi. While I would love to wait for the two SFDC systems to be merged, the timing is off in terms of contract end date for the E-system. It will end 6 months before the SFDC systems are expected to be merged. In addition, I believe that I will ...

Discussions

2228 0 0
Sync one marketo to two Salesforce instances with intent to merge sale...

by Jason_Krall4 04-12-2013

So here is the situation:We are using Marketo synced to SFDC. We bought a company using Eloqua tied to their Salesforce. IT is going through the process to merge the Salesforce systems and we are going through the process of merging MAS systems. In our analysis the SFDC merge will take more time tha...

Discussions

2399 0 5

Lead Management
Dynamic Website URL delivery through tokens

by Jason_Krall4 03-04-2013

I have a microsite in the process of being created. The site is for partners to come and "see" all of our content and have the ability to enter referrals for us. The current process to collect these leads is an individual Web2Lead form produced in SalesForce attached to their partner record.I am l...

Discussions

716 0 1

Lead Management
Re: Designer/Developer to create Marketo templates?

by Jason_Krall4 03-04-2013

Hi Gina,Feel free to message me. I might have a few options for you. jason.krall@vantiv.comJason

Discussions

936 0 0