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We've been struggling in this area, especially as we go through growing pains with Inside Sales (which is in Marketing). We've tried to preserve a few people who jump to help Sales whenever they need reports, information, etc. so that those people have a great relationship and can help influence Sal...
I've found bucketing scores works best for me. Then when we add a new technology or a new activity to score against I'm asking "is this an A or a C type of score" instead of some range like -5 to 35.
Hi Valerie Whiting, do you have Marketing Qualified date stamped in your instance? If so, you can set up this report right now.Just create a new card that's a single bar, put "Marketing Qualified Date" (or whatever you call it) in the X and Y axis (Y should be count of that date).Under Chart proper...
Thanks Rajesh! Do you have your daughter working on Marketo with you?
Hi Valerie Whiting, Darrell Alfonso tagged me because I have DOMO. I launched it at the beginning of the year for Marketing/Sales tracking specifically (with intention to eventually move to Finance and other areas).I am using Salesforce Campaigns maybe 65% of the time, but I've found for my purpos...
Karina Guerra, great summary of everyone! Can you add my linkedin to this? https://www.linkedin.com/in/christinazuniga/
Sheila Madrigal, I did my set up but it's nothing scalable. I work in a smaller org with more lead time between content projects that require me to update my operational campaigns, so I'm basically updating with the new campaign name each time. I don't recommend it.You can upvote this idea:
Chirag Agarwal we don't have any de-duping tools added to SFDC, just out of the box functionality.
My job does not give bonuses directly for certifications, but they will provide it indirectly. For example, my MCE needs to be renewed in August. I put it on my quarterly goals (tied to my quarterly bonus). When I pass, I'll get 100% for that line item, so a small portion of my quarterly bonus is pa...
This week I had a lead into my system using a Gmail address but quite a bit of information (registered for my upcoming event). I got a notification saying there was a sync error: "Failed: DUPLICATES_DETECTED: Use one of these records?"I looked for a dupe by email, but couldn't find it. Eventually I ...