Marketo Sales Insight for Sales Teams • What can Marketo Sales Insight do for you? • Top 5 things you can do in Sales Insight Content and Concepts Consolidated from Marketo Documents
What can Sales Insight do for you? Prioritize and interact with your hottest prospects to close more business faster. Know when prospects show buying signs such as visit our website, opening emails or registering for events and webinars
Top 5 things you can do in Sales Insight 1 Focus on and follow your hottest prospects with Best Bets and My Watch List. Know what people and companies are coming to our web site by viewing Web Activity. 2 Gauge interest by following prospect behavior with Interesting Moments. 3 Interact with individuals or lists by sending trackable emails directly from you. 4 5 Get instant updates wherever you are with Lead Feed.
1 Focus on your Best Bets Flames display degree of urgency, based on recent behavior. Stars display degree of quality, based on lead score.
Follow hot prospects in My Watch List 1 Have a person or account you want to follow? Add them to your Watch List.
2 Know which people visited our web site • From the Web Activity tab: • See which specific people visited site • Drill down on a name to see what pages they viewed.
Know which companies visited our web site 2 • From the Anonymous Web Activity tab: • See which companies visited site • Define the states/territory you want to monitor
Gauge interest with Interesting Moments 3 • From any record in SFDC, view moments such as: • Opened sales email • Clicked link in email • Became MQL • Visited key web pages
Send Trackable Emails 4 • To send an email to an individual: • Select “Send Marketo email” from the lead/contact record • To send an email to a list: • Create a view (Learn how) and choose recipients • Click “Send Marketo email”
Send Trackable Emails 4 • View email results on the Email tab: • List of all sales and marketing emails sent • Emails with Marketo logo bug were sent from marketing • Opens and clicks on all emails • Number of times clicked
Get instant updates with Lead Feed 5 You can also subscribe via RSS to receive instant updates to your mobile device. • Get Facebook-style updates for the people you follow; subscribe to set up email alerts.
Additional Marketo Training Resources • On Demand • Sales Insight Overview (3 minute webinar) • http://micro.marketo.com/demo/sales-insight-demo/ • Day in the Life of a Sales Rep (30 minute webinar with fast forward capability) • http://pages2.marketo.com/Website-MSITrainingVideo_ty.html • Sales Insight How-To Guide (11 page PDF guide with step-by-step instructions) • http://pages2.marketo.com/rs/marketob2/images/SalesInsightinSalesforce.pdf
About Elixiter • Elixiter is a specialized marketing consulting agency and Marketo Partner serving marketing professionals in fast-paced business-to-business organizations who seek an easier and more effective way to drive revenue via their Marketo investment. • Learn more at www.elixiter.com