0 Replies Latest reply on Sep 12, 2017 2:25 PM by 513140160c7a9899bc210963c7b83732a4696dba

    Wanted:  Inside Sales Management Ideas

      Hi -

       

      We use Marketo and Salesforce but have no other tools to easily help our sales reps enter new leads along with their notes. For instance, the reps usually upload new leads manually in Salesforce, as they are making calls (maybe 20/day per rep). They have tried uploading their lists in bulk to Salesforce but this is also not working well (I am still getting the details on exactly how the bulk upload isn't working).


      Does anyone have a better process for this?  I was thinking of setting up form and landing page in Marketo so they could fill it out quickly, have it add to a list and then sync to Salesforce. 

       

      Any ideas or (low cost) tools that would help with this would be greatly appreciated!


      Thanks,

      Jennifer