Hi Jean,In the past, I've done initial trainings with sales tooffer a high level overview of the lead lifecycle and scoring model, and how it applies to them. This should definitel...
Hi Anel,While you can report from either Marketo or SFDC, I have seen lifecycle data most commonly reported in Marketo. Assuming you have a lead lifecycle up and running, you can c...
Hi Roy,One solution you can look into implementing is inserting a Honeypot link into your email templates to catch bot clicks. A Honeypot is essentially a hidden link that is only ...
I think you're asking specifically about Sales Insight templates, and sales should be able to send these from your CRM rather than have you send them if you publish to Sales Insigh...
Hi Dan, thanks for your response! We use the account name token {{company.company name}}, which is a lookup field, in our MSI emails and have haven't had problems with that token. ...
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...
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...
She said she wanted to alert BDRs for when people visit a certain number of pages on the website. If they visit other pages, the UTM parameters won't be on the other pages.