Etumos

Imagine you just sent 100,000 emails to your list. But the email had the wrong date and time. People are already registering for your event. Or the white paper link is a test page and people are clicking and bouncing off your site. Don’t Panic! You can save face and help people at the same time!…

One thing I noticed on the Marketo Community is how hard it is to explain how to write out a Smart List using filters just using alphanumerics. Images explain what is going on so much better because Marketo is such a visual tool. Yet, there is no agreed notation method for writing out a Flow…

Lead scoring is one of the first systems new marketing automation users want to build in Marketo. Building a great lead scoring system is easy once you take the time to do these four main steps: Find out what demographics and behaviors matter to Sales. Translate those preferences into relative ranks. Translate those ranks into…

When you have launched your scoring system, you should have a meeting or two with the sales team to review the scores and the process for handing off leads. You will accomplish two things with these meetings: Acknowledge Sales’ role, input, and help to improving the lead process. They will clearly see how your survey…

Lead scoring is a necessary and important part of automation, yet it too often operates in the background or is hastily prepared during an implementation. Lead scoring should be an active process where you continually evaluate scoring thresholds, new behaviors, and where the lead ultimately ends up: Win or Loss. Once you have your initial…

Here’s a template for a simple subscription management system using Salesforce.com and Marketo. Ultimately how you do this is based on your business, your audience, and what messaging you think they will want. Step 1: Establish privacy rules internally as well as in compliance with CANSPAM, GDPR and other local laws. Step 2: Translate these…

Need a global list of personal email address domains so you can filter them out of your lead flow? Here you are: [Google Doc] (it’s nearly 1,000 domains, but use at your own discretion. I make no guarantees on this). As a bonus, there are a few extras such as Spam Traps names. Remember to…

After working with a few companies now, I have seen various Salesforce and Marketo combinations. Each one has its unique characteristics, workflows, and record types. In the end, few things are truly unique, except in how each is managed. I am continually surprised at how few firms are taking advantage of SFDC Campaign Hierarchies. Even…

Country and State Picklist Value Help for Marketo If you’ve ever made a form anywhere, then you know how hard it is to fill in state and country values in just the right way. Fortunately, we’ve done some of the hard work to save you time. These lists can be used to copy and paste…

Marketing automation is helping firms transform marketing teams into fully accountable, revenue generating groups.  Revenue performance management  discussions envision a complete revenue funnel with marketers handling larger groups and relationship professionals (sales) handling the personal interactions. I get excited by the possibilities, but it is too easy to forget to ask, “How will this help…