Hi Megan, If you've not already begun your journey on how to do this, let me suggest the following: Target Accounts/Named Accounts are typically "Sales" dictated, owned and managed - and updated by Sales. So first, see how your Sales team is flagging Named Accounts in SFDC. Do they have a dedicated field in SFDC called "Named Accounts" or "Named Account Target?" If so, and your Marketo instance is synced to SFDC, then look for that field in Marketo first. You also need to ensure that this SFDC field syncs upstream to fields on Leads, Contacts, Accounts and Opportunities. Secondly, you'll want to ensure that you have some sort of data normalization in place (in either Marketo or SFDC) to be able to identify your named accounts by the Company Name field. (ex. Nabisco Inc. LLC. is identified as the same as Nabisco.) Before we had ABM Management tools, I would set up Listening Campaigns in Marketo, that placed categories of these leads into a dedicated static list. Logic would be something like this: New Lead is Created and company name "contains" or "starts with" XYZ, Add to List "Named Account List." Once you get the first few points sorted out, the Program Performance Reports in Marketo can show Opportunities and you can also customize those reports to show Named Accounts. Hopefully this can help get you started! suzanne
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I've recently encountered some email templates that include both "Global Variables" and "Tokens." I am trying to understand why someone would use a Global Variable over a Tokenized Program/Email etc? (The content that is in the Global Variables *could* be tokenized!) I am not seeing alot of documentation in the Community re: Global Variables so I appreciate anyone's input.
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