Are you talking about in Salesforce, or in Marketo ABM, or both?In Salesforce, your Sales Ops team needs to set up triggers and routing. It likely involves accounts having a field ...
Global forms are the best! It makes it so easy to make changes. At my old company, for some reason we used all local forms. When we decided to add a new field to all our forms, I r...
Also, one thing I'm really not clear about is whether the email consent applies to 1:1 emails (from someone in Sales) or just marketing emails. Any thoughts?
We have a bunch of Slack webhooks set up for form fills. One for trial signups, one for demo requests, another for all webforms. Our Sales team monitors the trial and demo ones for...
Universal Tokens! It was something I meant to do at my old company but never did. When I started this job in June, we developed new email templates (they were still on Email Editor...