Level 10 - Champion Alumni
Joined the community 08-06-2016
Level 10 - Champion Alumni
Santa Barbara
Marketing Operations Manager
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Love the point about documenting what you're doing! So often we're asked to move so fast that documentation falls to the wayside, but it is incredibly important. That's my fave tip...
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We've really struggled with this, since our version is ABM is 1 account with a specific goal in mind for them so it's not scalable and with such a long sales cycle (2+ years) it's ...
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I agree with Sanford WhitemanI have a 'limited admin' role in my instance. If access to billing were part of permissions that could be restricted to certain admins it could be a r...
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Great episode! Bizible's founding story resonates and is something many of us are trying to solve now I'd like to see 1:1 interviews with the 'go to' people in Marketo, people we s...
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Filled it out
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Hi Matt Rodriguez, the first thing I would do is identify different areas of your database that you can target. Whether that's through what they've opted into / have implied opt i...
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Do you know if they did this in Marketo or some other system Pierce Ujjainwalla
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I have a process that works partially using native SFDC and Marketo functionality. My SFDC admin has a field that calls the 18 character ID of each lead and contact, he's shared th...
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Do you have MSI? If so and you have Email Add-On you can send emails from Salesforce.com or from certain email clients (Gmail, Outlook) and it's tracked in Marketo: MSI Plugin - Ma...
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I break training into modules based on areas that they will have access to or need to learn, for example some people need Analytics training but others don't. I made all of my own ...
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