Kelly_Schmid3

Level 4

Joined the community 03-11-2014

Level 4

Raleigh

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Re: SDR outbound calling campaign success

by Kelly_Schmid3 01-16-2015

Yeah we had talked about member status, but it's not ideal to go from the lead record into the campaign member list and change each one as they get ahold of them.If we used a special status on the lead, what trigger would we use for success in Marketo?

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959 0 0
SDR outbound calling campaign success

by Kelly_Schmid3 01-16-2015

HI all - wondering how people are handling any outbound calling campaigns for SDRs. We currently have a few SDRs that make outbound calls to qualify leads. We want to be able to track anyone that they actually talk to as a success (not lvm). I tried pulling - Activity is logged as call and Type = ca...

Discussions

1010 0 3

Lead Management
Re: Revenue modeler needs min 5 stages?

by Kelly_Schmid3 01-14-2015

Leads that become MQL are coming from the success path, which is why I don't understand why I'm receiving this error. I have 4 stages after anonymous, with another 4 detours. I removed the MEL stage, since we have an SDR team that vets all new leads and moves them manually into the MQL, Unqualified ...

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2762 0 0
Revenue modeler needs min 5 stages?

by Kelly_Schmid3 01-14-2015

Can someone confirm this is my issue here - I'm currently finalizing our revenue model/lead lifecycle and recently removed one of our stages. Now when I go to approve it, it gives the error, "At least one success path stage must be assigned to phase 'Marketing Qualified'. I was reading a document ab...

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2927 0 7
Sending email with Marketo Sales Insights

by Kelly_Schmid3 12-08-2014

How many records can sales send an email to via Marketo Sales Insights? I found an old article that said 200, but wanted to see if that has since increased?

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964 0 2

Sales Insight
Leads falling into multiple segments - how to set up email?

by Kelly_Schmid3 11-04-2014

We are trying to send an email that lists multple values - username, password, etc. We have fields set up for these, however, people have multiple fields populated so using segmentation won't work since they fall into multiple segments. Is there a way to build out our email so there aren't big line ...

Discussions

643 0 1

Lead Management