Level 3
Joined the community 17-11-2016
Level 3
Kansas City
Client Strategy at MERGE
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I recently created a template for a sales person that had two tokens in the subject line and body. The "lead.first name" token rendered properly, but the other token was for a look...
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2006
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Is there a solution out there to remove someone from "in flow" revenue stage reporting? When we report on MQLs/SALs, I use the filter of changed revenue stage. There's been instanc...
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If someone is sending an email through Outlook, but uses the Send & Track button from the sales insight plugin, which IP is it sent from? Corporate IP or Marketo IP? If someone uns...
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We use the MSI plugin for Outlook and DCRM and I've had some conflicting information about what is included in our reporting. First, we use the sales email performance report to me...
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I have enabled personalized urls in my Admin > Landing Page settings and on the langing page I am trying to set up with personalized urls. When I'm testing the landing page, there ...
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We have some target accounts that have spam blocked our Marketo IP address. If the sales team sends them a Sales Insight template or email using the Marketo plugin in Outlook in CR...
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A sales person just asked if someone "clicks link in email", could this mean he clicked on the attachment of the sales email he "set regarding" to the contact with Marketo Sales In...
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Our Marketo instance syncs with Microsoft Dynamics CRM, which uses both lead and contact records for prospects. The way my sales team works out of CRM is the ISRs handle leads and ...
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I'm implementing ZoomInfo and creating a webhook to map the ZoomInfo data to the fields we've created i.e "ZI First Name" so we don't override the data they have inputted themselve...
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Has anyone implemented ZoomInfo and integrated with Microsoft Dynamics CRM? We are trying to create the new ZoomInfo fields for the FormComplete product where all new leads coming ...
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