jace_brendle

Level 3

Joined the community 13-09-2021

Level 3

Product Lead - Marketing Automation

Minneapolis

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MSI for Dynamics Send email limit

by jace_brendle 06-23-2023

I know for SalesForce there is a limit of 200 emails that can be processed in a batch with MSI, but from what I can tell that is a SFDC limit, not a Marketo limit. The Dynamics documentation doesn't have the same information. It doesn't state there is a limit. Does anyone have any info on this? Is t...

Discussions

1621 0 3

marketo sales insight MSI Sales Insight
Re: Creating a new lead for a customer that is already a contact/ Lead...

by jace_brendle 06-09-2023

I'd love to know if you figure something out. We're going to be evaluating middleware in the next few months to accomplish this, and I'd really rather not bring in another piece of technology.

Discussions

6231 0 0
Re: Marketo certification

by jace_brendle 06-05-2023

Marketo certification is now rolled into the Adobe Certification programs. They now offer business practitioner, expert and architect levels of certification. You can find info here: https://experienceleague.adobe.com/docs/certification/program/how-to-get-certified.html?lang=en You can find some go...

Discussions

2123 0 0
Can I create a task in Dynamics CRM based on the MSI user triggering t...

by jace_brendle 06-05-2023

Our pipeline developers and Account Managers may work on contacts they don't own, but are part of a team. Consequently, these reps may use MSI to send an email to contacts owned by several different reps. Additionally, we track our PD/AM activity in CRM based on completed tasks, and often associate ...

Discussions

608 0 0
Re: Scoring all records vs only sales potential contacts

by jace_brendle 05-25-2023

Thanks all - I'm going to start making some changes today. It's always good to have a sounding board like this community! I appreciate the feedback.

Discussions

2515 1 0
Re: Scoring all records vs only sales potential contacts

by jace_brendle 05-25-2023

Thanks Beth. We're literally 4 weeks into a scoring contacts and have a lot planned for development. Some as simple as high-value activities, others more complicated like intent models across business lines. Lots to do! I appreciate all the feedback.

Discussions

2518 0 0
Scoring all records vs only sales potential contacts

by jace_brendle 05-24-2023

We've just recently launched our initial lead scoring program and are working to refine the processes. Currently about 10% of our overall Marketo data set consists of contacts we want to keep in Marketo so we can message, but would never actually create a lead. These could be employees, partners, al...

Discussions

2539 0 5

lead scoring
Re: Show Value of Lookup Fields NOT GUID for Dynamics CRM Integration

by jace_brendle 03-10-2023

This is such a beneficial piece I'm surprised we're still struggling after 7 years...

Ideas

3445 0 0
Improved Microsoft Dynamics 365 Marketing list integrations

by jace_brendle 03-10-2023

Issue: Marketo is able to create a marketing list in CRM. That list is created with a standard naming convention based on the last 12 digits of the campaign ID the list is being related to:Mkto-Leads-Last12DigitOfCampCrmIDMkto-Contacts-Last12DigitOfCampCrmIDUnfortunately, this is causing confusion b...

Ideas

692 1 0
Re: Creating a new lead for a customer that is already a contact/ Lead...

by jace_brendle 03-10-2023

We have this issue as well. We actually turned off the native lead sync and built a custom webhook. we use the standard "sync to CRM" to sync the new records to CRM as a contact, then attach that contact to the lead when it's created by the webhook. It's not too complicated and the Marketo documenta...

Discussions

6664 0 0