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Hi Lisa, Welcome to the community. What I will say is every organisation is different and you have to make it work for you which I am sure you will do. Some of the things to consider 1) Make sure you align it with your CRM and the way your business works. The relationship should be seamless and whic...
Afternoon everyone, We are looking to refresh and add some new elements to our email templates. I was looking for anyone who can offer a recommendation on someone they have used and feedback on what we should be looking for when narrowing down the selection process. ThanksRob
Hi Edem, We have had this issue and built a "do not sync" to marketo process. In which we update the lead/Contact in SFDC and then it pushes the update to Marketo, once the "do not sync" box is ticked in Marketo it runs through and process and is deleted. This will not sync back into Marketo as SFDC...
We are having the same issue. Some of emails did not even send and now we are having a real delay in a wait step and it has taken 3 days to send half of what should be sent.
Hi Michelle I am booked on and looking forward to the session. See you next week
Hi Becky, There are a couple of different options available, but you will need create some mandatory fields in SFDC and also ask you team imputing contacts to change the way they work. Hopefully the below is helpful: 1) Managing contacts can be done by creating mandatory fields in SFDC that match t...
Hi Michael,It depends on how your lead life cycle process is set up. Our marketing and inside sales team work a lead until it is ready to become an MQL and then we convert the lead to a none forecastable marketing opportunity which is handed to sales to work. The sales team can then change the stage...