2 Replies Latest reply on Jun 22, 2015 6:41 AM by 1f8cac56d536d9d57c33a350d541616021fd85a2

    Less Clicks for Sales Insight "Send An Marketo Email"

      We would like to cut down on the number of click that it takes to get to a specific template in Sales insight for our Sales team in SF. Right now, it takes 5.  Our sales team typically starts out at the account object when they are working through a list. So they click through to the contact; then to Marketo Sales Insight; then to the template selection dropdown, then they have to select a template; then send.  I would like to be able to shorten this.

       

      Also, currently Marketo for Outlook doesn't work for us due to organizational restraints.

       

      Does anyone have any suggestions on how to make this a quicker process?