I look at a number of things to determine how my database is doing. Usually I record the data quarterly but check it more often than that to keep an eye on things, especially after...
Are you interacting digitally? If so, and you can't entirely trust a prospect's stated country field, use inferred country. If you dont do business in Afghanistan, set a filter for...
My company usually designates a temporary internal 'replacement' to take over a former employee's accounts (opportunities, email) so any notifications sent to FormerWorker will for...
I love getting to hear about Marketo employees we wouldn't otherwise meet. I really wish Sterling had shared the meatball and sauce recipe! I might look into that book for my SIL, ...
Hi Julie - ah, I haven't run across that issue in the past because the events I host in CVENT have all been large national customer events instead of more limited ones.
What worked best for me was to send invitations through Marketo (which resulted in no uploads of contacts to CVENT) and then have registered contacts roll back into Marketo program...
So true about having a sales person who is your champ in the ranks - love the mention about how different sales teams use data differently. There's often an idea that 'sales' uses ...