Jason_Krall4

Jason_Krall4
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Date Last Visited
‎07-22-2020 12:04 PM
Level 2
Joined the community 01-02-2012
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Cincinnati, OH
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  • Using Sales Insights and Multiple SFDC Profiles
    by Jason_Krall4 name dot 06-16-2014 quickview

    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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    Discussions
    790 0 1
    Sales Insight
  • Re: Tokens in Marketo Sales Insight
    by Jason_Krall4 name dot 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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    Discussions
    1581 0 0
  • solved badge Re: Sync only selected SFDC leads
    by Jason_Krall4 name dot 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 ...

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    Discussions
    1951 0 0
  • Re: Sync one marketo to two Salesforce instances with intent to merge ...
    by Jason_Krall4 name dot 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 ...

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    Discussions
    2255 0 0
  • Sync one marketo to two Salesforce instances with intent to merge sale...
    by Jason_Krall4 name dot 04-12-2013 quickview

    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...

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    Discussions
    2426 0 5
    Lead Management
  • Dynamic Website URL delivery through tokens
    by Jason_Krall4 name dot 03-04-2013 quickview

    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...

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    Discussions
    733 0 1
    Lead Management
  • Re: Designer/Developer to create Marketo templates?
    by Jason_Krall4 name dot 03-04-2013

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

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    Discussions
    967 0 0
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Date Registered ‎02-01-2012 12:29 PM
Date Last Visited ‎07-22-2020 12:04 PM
Total Messages Posted 23
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