InsightSquared

MARCH 4, 2019

But starting this spring, Salesforce will start enforcing a policy that limits client access to their Field History data that is older than 18 months. By default, Salesforce captures history on certain standard Opportunity fields. We want to be able to track and preserve the data on custom fields to Opportunities as well.

Marketing Attribution 209

Marketing Attribution Forecasting Opt-out Opt-in 209

Customer Experience Matrix

OCTOBER 10, 2012

I originally saw SetLogik as a tool to associate marketing leads with sales opportunities, even when they are not connected directly within Salesforce.com. This has been sadly lacking in most B2B marketing automation systems, which supplement the Salesforce.com database with barely-extensible lead profiles and contact histories.

Enterprise Management 120

Enterprise Management Work Management Lead Ranking Marketing Management 120

Adobe Experience Cloud Blog

OCTOBER 3, 2011

In August, QlikView was awarded the “Most Successful Global RPM Execution” at the 2011 Revenue Performance Excellence Awards. Henry, who is the VP of Global Field and Industry Marketing, opened with an explanation of why QlikView needed marketing automation and why they chose Marketo.

Lead Scoring 48

Lead Scoring Lead Ranking Lead Nurturing Sales Qualified Leads 48

Online Marketing Institute

MARCH 13, 2011

Applications such as Salesforce.com already let sales staff keep track of existing customers or potential customers, but Demandbase Stream falls into a newer category of tools designed to help them find new customers in the first place. These fields are required. 6) ERP (17) Internet Cust. Schedule a time for us to talk.

Enterprise Management 40

Enterprise Management Marketing Automation Services Work Management Marketing Management 40

Customer Experience Matrix

JANUARY 24, 2015

CRM includes opportunity tracking, unlimited user defined fields, and automatic search of Facebook and LinkedIn when new contacts are added; algorithms can automatically estimate the right number of points for different events to build a predictive lead score. Hatchbuck was founded in 2011 and launched its product in 2013.

Marketing Automation Services 120

Marketing Automation Services Small Business Marketing Paid Search Agency Marketing Report 120

Hubspot

APRIL 2, 2013

Looking at a real world example, in Q1 2011 Google's Marketing and Sales expense was $1.01 Most public companies like Salesforce.com, NetSuite, etc. We have a “Reason for Response” field to get a qualitative reasoning from our customers for their score, which can often provide actionabel feedback for our team to make improvements.

Work Management 28

Work Management Lead Scoring Lead Ranking Marketing Management 28

Customer Experience Matrix

FEBRUARY 17, 2011

(Other entry points: accounting software like Intuit Quickbooks, email clients like Microsoft Outlook, personal productivity suites like Microsoft Office, Web hosting companies like GoDaddy , and of course CRM like Salesforce.com.) Rather, it means that there are plenty of other partial solutions in place at most firms.

Marketing Automation Services 120

Marketing Automation Services Marketing Management Vendors Contact Marketing 120