James_Glavin

Level 5

Joined the community 02-10-2014

Level 5

Boston

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Re: Best way to share email campaign activity with Sales team

by James_Glavin 01-22-2015

Thanks for the replies.Dan - we have Sales Insight. How would a sales rep use it to pull a list of everyone who opened email X?(We're very new to Marketo, so thanks for responding to the newbie questions!)

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Best way to share email campaign activity with Sales team

by James_Glavin 01-22-2015

Hi everyone,How do you share details of marketing emails open/clicks with your Sales Team? My sales team would like to be able to see within the CRM everyone who has opened or clicked on a specific email so that they can follow up with them. What's the best way of doing this? The only way I can thin...

Discussions

2106 0 6

Lead Management
Re: Sales Alert Token for Web Form Fill Out

by James_Glavin 01-06-2015

Hi Josh,Thanks for your comments. I did try using Last Interesting Moment which worked about 90% of the time, but sometimes the Last Interesting Moment was "Visited multiple web pages in 1 day", so that didn't always work. Similarly, last visited page isn't always the page that they filled out the f...

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1297 0 0
Sales Alert Token for Web Form Fill Out

by James_Glavin 01-05-2015

Hi there and Happy New Year!I've set up a Sales Alert for our sales team when a new lead is created. I wanted to include details of where the new lead came from, but I'm struggling to make this work with tokens. I can see that there's a token to say that the new lead was created through a Web Form F...

Discussions

1388 0 4

Lead Management
Re: Sales Alerts including Previous Data and New Data

by James_Glavin 12-23-2014

Thanks Josh - that's a useful work around. As Gunjan says, it's not ideal if you want to do this over a number of fields. I might add this as a new idea to see if there's a wider need for this feature in Marketo.Thanks,James

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1300 0 0
Re: Custom Field Types

by James_Glavin 12-23-2014

There's also this article which may be useful:https://community.marketo.com/MarketoArticle?id=kA050000000LOmJCAWJames

Discussions

1406 0 0
Sales Alerts including Previous Data and New Data

by James_Glavin 12-22-2014

Hi there,I'm trying to set up a Sales Alert that tells our sales team when an existing lead fills in a web form with new contact data. When this happens, the sales owner needs to look at the changes in data to decide if it requires them to take action in our CRM.I was hoping there was a way to use t...

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1310 0 3

Lead Management
Re: Inactive Leads in MS Dynamics

by James_Glavin 12-03-2014

Thanks Christina - both very helpful answers!James

Discussions

2448 0 0
Inactive Leads in MS Dynamics

by James_Glavin 12-03-2014

Hi there,I'm a new Marketo User, working with MS Dynamics CRM. Does anyone know what happens if you deactivate a lead in Dynamics? I know that inactive contacts aren't loaded into Marketo on the initial sync, but I wonder what happens if a contact is deactivate once it's already in Marketo. Is it au...

Discussions

2585 0 5

Lead Management
Re: Dynamics 2013 lead qualify functionality - anyone using custom plu...

by James_Glavin 11-06-2014

Hi Shad,We're use Dynamics and have just started working with Marketo. We're currently working through the best way of handling the lead qualification process and wondered if you had any learning from your own experience that you'd be willing to share?Thanks!James

Discussions

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