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- Sales teams are sending emails through outlook or gmail and you have no visibility over those. I think trust is your best solution here! If an email is published to MSI, you don't have much control over restricting it. At least for now.
- Run a Sales Insight Email Report. If you need to see it by individuals, add a smart list to the report and filter by "Lead Owner."
- 200 is still the limit.
- If it's published to MSI, I don't see why not.
We've recently implemented MSI on our SFDC instance and my answers are based on a relatively short experience. Hope this helps
Thanks, Hussam! Yes, this is helpful.
In regards to your first point, having a rep send an email through Outlook or Gmail is up to them and their sales managers. Marketo emails fall under me, though, and while trust is always preferred, it doesn't make for a great excuse when/if things go awry. It would be great if there were a few checks in place. I'm guessing that MSI doesn't watch for communication limits, either...? It sounds like creating a recurring report might best. Anyway, thanks for your insight. I appreciate it.
Jeff, Hussam is correct.
If you are concerned about sales reps changing emails, you could instead have them add leads to Marketo Campaigns/Emails you control using the Campaign is Requested by Sales Insight trigger.
otherwise, just do a lot of training with Sales on the correct way to use your emails. See marketingrockstarguides.com for a sales tutorial. It's on the top menu.