David_Gaible

Chris Willis​ - great call updating program statuses.

Great piece Jessica Kao​! I'm going to start using the Library operational program - that will solve an issue that could have become a problem for us.

I'd caution against including a question like that on the form - if I'm a customer, seeing a question like that on a form signals to me that the company doesn't have a clear view of its customer base.Simpler solution: can you get a csv file of your customers from your product or billing team? You co...

I love Josh Hill​'s guides: Marketing Rockstar's Guide to Marketo - How to Use Marketo

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 sees the Interesting Moment, and can then go use MSI look at the particular emails that were sent/opened. We've got strict...

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 through Tableau dashboards. Some of my marketers use on-demand RCA reports to answer one-off campaign reporting questions...

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 in the Smart Campaign contains my Smart List logic, and then the Smart Campaign has a single flow step - add to list. I c...

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 Round Robin. Fortunately the Random Sample gives equal, or very near equal distributions even in small sample sizes. In ...

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 small amount of translation we needed), but I was impressed by the service.

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 it won't be a fire drill three weeks from now!