Sherry_Hale

Level 4

Joined the community 02-01-2013

Level 4

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Marketo Reports & Salesforce

by Sherry_Hale 01-25-2013

I am looking for a way (and have been unsuccessful) to have the Marketo web activity report data in Salesforce so I can create a static report that our sales reps can run at their convenience. Any ideas?

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1770 0 3

Lead Management
Re: Queues in Salesforce and Sales Alerts in Marketo

by Sherry_Hale 01-23-2013

thank you I appreciate that response. The problem is how do I get the alert to go to the sales reps in that queue? Same with using Insight...who will see the information? Me since I'm the lead owner? Is there a way that every member of that queue sees the insight information as well as gets an e...

Discussions

2042 0 0
Queues in Salesforce and Sales Alerts in Marketo

by Sherry_Hale 01-23-2013

We are fairly new to Marketo but my boss would like to have leads NOT assigned to one person, but rather be sent into a queue where sales reps can then "work" the leads and not take ownership until an opportunity is created. The problem is that he also wants to utilize sales alerts in Marketo. How...

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2162 0 4
Re: Import notes to Marketo: Appear as Activity in SF

by Sherry_Hale 01-23-2013

Are you using Data Loader to import the notes? You could also create a custom Field (Tradeshow Notes) and then download the list of attendees using Salesforce so the salesforce ID was included. Once you have the list, then add the comments to that custom field and use data loader to reimport just t...

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947 0 0
Re: WebEx Integration - Training Center

by Sherry_Hale 01-02-2013

Here is the information you need Traci https://community.marketo.com/MarketoTutorial?Id=kA250000000Kyt7CAC

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1967 0 0
WebEx Integration - Training Center

by Sherry_Hale 01-02-2013

I was told in the demonstration process that there is integration with WebEx. We use WebEx training center for our events. Is there a way to integrate using training center?

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2051 0 5