Level 9
Joined the community 09-01-2015
Level 9
Marketing Operations Consultant
Houston, TX
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I think it's a good idea to allow people to upload files when creating a case. I always have to create it, view case details, and then upload; not efficient.
2893 5 6
Ideas -
I am putting together a presentation on Email Deliverability, mostly from notes I had down from Marketo Summit. I can't remember who presented on this subject! When I search the sessions list, I can't find the topic. Any one have a clue?Thank You!
3313 0 6
Discussions -
by
Amanda_Thomas6
05-25-2016
Not sure they're all possible, but here you go! 1. My Company & Groups2. Events3. Ideas4. Discussions5. Job Opportunities6. Getting Started7. Marketo University8. Find a Marketo Expert9. My Cases10. Bookmarks
3510 3 0
Discussions -
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Amanda_Thomas6
05-20-2016
Hey Mike Turner. I hear ya. It's a battle to make something required, but it's so much easier to get the contact role down then to back track it. I've had to go from opportunities to account to all contacts, to all activity, manually, to pull information. There is so much time wasted in that method ...
3718 0 0
Discussions -
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Amanda_Thomas6
05-20-2016
Hey Chris Willis! Great questions! We're a start up comprised of 3 outside reps one in WA, one in CO, and one in GA. That definitely makes it a little harder to implement things, but luckily, as a small group we work closely with the CEO.The CEO has a weekly sales review with them every Monday, whe...
3718 0 0
Discussions -
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Amanda_Thomas6
05-19-2016
By the way, I never know how to tag you, Greg! lol There seems to be a plethora of profiles to choose from.
7935 0 1
Discussions -
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Amanda_Thomas6
05-19-2016
Great additions! Thanks, Gregoire Michel! I really like the validation rules idea. I think I might set one up where they can't mark it closed won without having at least a primary contact.
7935 0 3
Discussions -
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Amanda_Thomas6
05-19-2016
This was a really good insight into how much effort goes into an event. (Love this landing page). This party was an awesome idea and was an all around awesome experience!!
1779 1 0
Blogs -
Hi All! After getting new and exciting report ideas from Marketo Summit, I ran back into a little issue that comes up for almost every marketing team. I needed more information in salesforce in order to make these new reports mean something! One of those salesforce things I needed was contact roles...
10216 13 21
Discussions
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