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Hey Marketo! We're at it again with another two episodes of Krewe Chats! Two weeks ago, and also today we covered Lead Lifecycle and the Revenue Cycle Modeler. It was way too much to fit into just one episode, so we had to cut our first chat short and follow up on the next episode.

 

In these episodes, we cover a ton of useful lifecycle stuff! MQL, SQL, OMG!! (I just like saying that, but hey... who doesn't?!) Juli James, Sydney Mulligan, Jenn DiMaria, Rachel Egan, Geoffrey Krajeski, Joe Reitz and I get down into the nitty gritty of first steps to setting up the lifecycle modeler, who should be involved in the conversations, and then how you can actually get the ball moving, and what to do with the data once you're done.

 

Check out Episode 7 here: #KreweChats Episode 7: Lead Lifecyle & Revenue Modeler - YouTube

And Episode 8 here: #KreweChats Episode 8: The Revenue Cycle Modeler - YouTube

 

In these episodes we cover:

  • Our favorite random facts, and favorite beverages
  • Common stages that you might see in a lifecycle model
  • Who else should be involved in the conversations about setting up a lead lifecycle? (Hint: Not just marketing!!)
  • What are some of the key questions that you should be asking in these initial discovery conversations?
  • How do lifecycle stages translate and tie into Marketo's Revenue Cycle Modeler?
  • Now what in the world do we do with all of this data?!

 

Also, here's the lifecycle that we shared during the chat. This is basic, but can always be tweaked to your specific needs!

 

 

We look forward to our next chat, be sure to join us on November 4th, at 3:30pm ET for the next #KreweChats

 

 

Check out Episode 7 here: #KreweChats Episode 7: Lead Lifecyle & Revenue Modeler - YouTube

And Episode 8 here: #KreweChats Episode 8: The Revenue Cycle Modeler - YouTube

Originally Posted by Sanford Whiteman in New York User Group on Aug 16, 2016 7:17:30 PM

 

As a precursor to a longer series of Velocity posts, let's look at data types in the scripting environment vs. in the Marketo database. The rule (singular) is simple: in my tests every lead field is exported as a string into Velocity, regardless of whether it's a Boolean, Date, Number, Score, DateTime, or String type within Field Management and the individual Lead UI.

Read the full post on TEKNKL :: Blog →

Hey Everyone, Weeeeeee're back with the next episode of #KreweChats! This week we delve into Data Management best practices and welcome guest chatter Sydney Mulligan in addition to Geoffrey Krajeski, @Julz_James, Jenn DiMaria, Joe Reitz, and Enrico deLeon.

 

Check out Episode 2 here: Krewe Chats - Data Management - YouTube

 

In this episode we cover:

  • What is data management? What are some best practices?
  • What are some of the key data management components in your instance? Let's talk bounces!
  • To delete, or not to delete? That is the question. Keeping records out of Marketo to avoid database bloat.
  • Sending alerts for activities, as well as SLAs
  • Durable Unsubscribe: "You can't ***** it up". Also other unsubscribes
  • Email preference centers: Are they necessary? Let's talk about it!
  • Blacklists.
  • Tokens! (We love tokens )
  • Deduping master tip regarding lead scoring from Champion Sydney Mulligan
  • Also, don't miss each of our favorite words in our intro!

 

We hope you tune in for our next #KreweChat on August 12 at 3:30pm ET/12:30pm PT. Feel free to post any topics you'd like to see us cover in future chats, and thanks for tuning in!

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