David_Gaible

Hi Stephen Schimmel​ - get the vendors to append a small segment of your data. I've gone through that process at two different roles. In each case I evaluated several different vendors and ReachForce came out on top. Give the vendors a small slice of your customer database with the info you'd like a...

Anytime!

Well, the article isn't 100% garbage, but it is misleading. Consider the source of this article - the author is using scare tactics to get you interested in her product. If you're using good database processes - not using bought lists from unsavory sources, sending can-spam compliant emails - you c...

Hi Justin, Thanks for the great ideas. Josh's idea actually works for me because my marketers do want to see lifecycle stage that the leads are in right now (its a long discussion on how we got there). Great call on the process that you outlined. I actually hacked together something very similar to ...

Yup, that was the small thing I was missing! Program Membership will work fine when I add the field. Thanks Josh.

Very close. These programs that move people from Prospect>MQL>SAL>SQO

Hopefully you're time stamping the first paid date. Then you just put a filter on the Smart List First Paid Date in past before 30 days.​

Hi Danielle - I had a similar situation at a previous role. We sent out a large volume of automated sales 'from-rep' emails with CTAs of 'contact me'. To report on these direct responses I simply had our Salesforce team create a custom field Direct Reply on the lead/contact record in Salesforce that...

I'd get around it by funneling all leads into this one program - that way they can only be in one campaign at once. Campaigns then can have logic to push to other campaigns.