Level 7
Joined the community 16-03-2015
Level 7
Eastsound, WA
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Hi Nathan, I've run into a similar conundrum, and solved it with interesting moments. I flag an interesting moment anytime a lead enters a mid- to bottom-funnel nurture. The rep se...
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Hi Lissette Melo - we're running RCA, plus Bizible for greater insights into our leads before they become known!. All of the data is dumped to a warehouse on AWS, then published t...
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Hey Justin Berger - here's a trick I use for my monthly reporting that utilizes some crazy, crazy smart list logic: I create a static list, then a Smart Campaign. The Smart List i...
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Hi Jasmine Kyles - something I haven't seen asked yet - are you assigning the leads in Marketo or in SFDC? If it is Marketo, you're going to have to use the Random Sample and not ...
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Hi Janet Vito,I looked at a few vendors, but liked Smartling's solution (https://www.smartling.com/ ). We didn't end up using Smartling (just used an in-house resource for the sma...
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Patricia Lalisan - thanks for the reminder! We've had some turnover on our team, so this was a good kick to get the conversation started. Not sure what we're doing, but at least i...
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Hi ayca Yuksel - what do you currently use Lead Status for? In the Marketo instances I've managed, Lead Status was a field that sales reps would update. We'd then use those update...
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In a past role I found some good results sending on Sunday evening. This was B2B marketing to real estate agents. These weekend sends worked best for events - we saw a statisticall...
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Hey Ajay Sarpal sorry for the delay. Cascading assignment rules would look something like this! These smart lists would just be the logic that determine which reps get which leads...
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Sure thing. It was at a company I'm no longer at, so I'll mock up something similar this afternoon and post some screenshots.
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