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Hi Michelle,Happy to chat with you if a quick call would be helpful. Probably an easier way to address your questions. I've used three different automation platforms and several ESPs over the last 10 years.Cheers!Andy
Hi Michelle,Am I correct in assuming that you are looking at both automation platforms as well as more basic email platforms, Marketo being one of them, and that you're trying to make a decision about which one to pick?Having gone through this process several years ago, this is what I can tell you. ...
Hi Emma,I have been an Admin for Marketo instances with both CRMs. Can you give me a little bit more detail about some of the types of customization you did?Without the full use case, this is what I can tell you:Personally I've found the integration with Dynamics to be much more labor intensive and ...
Hi Felicia,I would start by asking what you're looking to do with that information?Couple thoughts here without the actual use case:1) Are you also using SFDC? Automating completed activities for "email sent / delivered" for the lead/contact is fairly easy to do as a part of your other workflows in ...
Hi Josh,I understand all that, and our scoring IS centralized, and we've told teams NEVER to modify lead scores in programs, and we also have a sales fast track central flow, but the visibility of those fields is what doesn't work for us. I'm not actually looking to hide the feature for Change Score...
My group of internal users (60+) are starting to get up to speed and they're discovering the change score flow step. We use this with our end users for some advanced programs like surveys. However, now that they have seen the change score flow step, they're asking about changing the lead score in pr...