Our organization recently rolled out MSI to our entire Sales Team, this was a significant investment, therefore we wanted to be sure we could monitor usage so that we had some way of proving ROI come review time next year.
Before rolling out, we'd been running trials with various Sales Reps for about 9 months. We know we can track usage of the 'send marketo email' action via the Sales Insight Email Performance Report, however, this is only one specific feature that we're able to monitor. It's very difficult to understand the larger picture and get a sense of which users are adding records to watchlists, monitoring best bets, utilizing the lead feed, etc. In order to address this issue it was extremely helpful to request the raw API data from Marketo Support. Though it still doesn't get us exactly what we were looking for, it is very close and incredibly helpful for determining relative usage across our user base.
You can see from below that we were now able to compare usage across MSI users and determine some of the actions they were taking, whether it be viewing MSI data for a lead, visiting best bets, creating an activity alert, etc.
We'd been requesting and receiving this data multiple times over the past few months with no problems. We'd requested and received this data from Support as recently as early July. Unfortunately, over the past couple of weeks, we've hit a roadblock where Marketo is now stating that, "per our security policies, we are not able to provide an export of the raw API data for MSI".
I'm wondering if anyone else has received this data in the past and currently having the same problem? Alternatively, how are other people proving ROI of MSI if only limited to using the MSI Email Performance report?
Please upvote this idea: Marketo Sales Insight Sales Team Usage