bcouture

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Joined the community 12-03-2020

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Re: Leads skipping revenue stages in Revenue Modeler

by bcouture 11-16-2020

Hey Katja, Thanks for your response, that's what I plan on doing as well. So it sounds like I will still need a transition from "Lead to MQL" as well as "Known to MQL" and just list the transition criteria as "Manual stage change"? Additionally, there shouldn't be an issue with a fast tracked lead s...

Discussions

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Leads skipping revenue stages in Revenue Modeler

by bcouture 11-13-2020

Hi All, Lifecycle Modeler newbie here. We've had a lifecycle program in place for quite sometime, but not the revenue modeler within Marketo, so I am starting to build the revenue modeler to match my lifecycle program to get the lead velocity metrics, avg time in each stage, etc.. This is what I ha...

Discussions

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Re: Marketo - Salesforce Sync Issue "Required fields are missing: [Com...

by bcouture 10-29-2020

Hey Tom, We are experiencing something similar. Were you able to troubleshoot on the SFDC and find a resolution?Brad

Discussions

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Re: Leads syncing too fast to SFDC and being assigned to the wrong rep

by bcouture 06-12-2020

ahh alright, I figured as such. Thanks so much for confirming, super helpful @JD_Nelson

Discussions

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Re: Set Global Delay on Program Member/Campaign Sync

by bcouture 06-11-2020

hey @Matt_Reilly1 I'm also facing the same issue, was curious if you and the team were able to find a different way of handling this? We're currently using the program<>campaign sync and I have wait steps before assigning acquisition program or program status to ensure that they don't get sync'd ov...

Ideas

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Re: Leads syncing too fast to SFDC and being assigned to the wrong rep

by bcouture 06-11-2020

Hey @JD_Nelson Thanks for replying, sorry for the delay here. I figured that I'd have to add delays to all my programs (before assigning acquisition program or program status) to allow for processing campaigns to complete before the program<>campaign sync adds them to SFDC. When you say folks prefe...

Discussions

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Leads syncing too fast to SFDC and being assigned to the wrong rep

by bcouture 06-08-2020

hey everyone, I'm running into some racing issues between Marketo <> SFDC sync. We have our programs and campaigns sync'd and SFDC is handling all assignment of leads. I'm having issues specifically where new leads are sync'd "too fast" from Marketo to SFDC and thus assigned to a rep before all the...

Discussions

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Re: Two programs with the same trigger...race condition?

by bcouture 06-01-2020

that's what I figured, thanks for your suggestions. I'll implement one of them!

Discussions

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Two programs with the same trigger...race condition?

by bcouture 06-01-2020

Hey everyone, So I recently built out a default program with a smart campaign to periodically nurture new content download leads with emails every couple of days, but I've noticed that all new content downloads are not being enrolled in my smart campaign? I'm wondering if it is because there is some...

Discussions

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Re: No source/reason for program status change in activity details

by bcouture 05-21-2020

Ok, good to know. Thanks!

Discussions

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