James_Glavin

James_Glavin
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Date Last Visited
‎08-27-2020 03:37 PM
Level 5
Joined the community 02-10-2014
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Boston
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  • solved badge Re: Best way to share email campaign activity with Sales team
    by James_Glavin name dot 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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  • solved badge Best way to share email campaign activity with Sales team
    by James_Glavin name dot 01-22-2015 quickview

    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...

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    Discussions
    2107 0 6
    Lead Management
  • Re: Sales Alert Token for Web Form Fill Out
    by James_Glavin name dot 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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    1299 0 0
  • Sales Alert Token for Web Form Fill Out
    by James_Glavin name dot 01-05-2015 quickview

    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...

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    1390 0 4
    Lead Management
  • solved badge Re: Sales Alerts including Previous Data and New Data
    by James_Glavin name dot 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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  • Re: Custom Field Types
    by James_Glavin name dot 12-23-2014

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

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    1406 0 0
  • solved badge Sales Alerts including Previous Data and New Data
    by James_Glavin name dot 12-22-2014 quickview

    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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    1312 0 3
    Lead Management
  • solved badge Re: Inactive Leads in MS Dynamics
    by James_Glavin name dot 12-03-2014

    Thanks Christina - both very helpful answers!James

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    2450 0 0
  • solved badge Inactive Leads in MS Dynamics
    by James_Glavin name dot 12-03-2014 quickview

    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...

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    2587 0 5
    Lead Management
  • Re: Dynamics 2013 lead qualify functionality - anyone using custom plu...
    by James_Glavin name dot 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

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Date Registered ‎10-02-2014 01:33 PM
Date Last Visited ‎08-27-2020 03:37 PM
Total Messages Posted 119
Likes Received 61
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