The Benefits Overview is intended for Sales Teams and covers: - What can Marketo Sales Insight do for you? - Top 5 things you can do in Sales Insight

1. © 2013 Elixiter, Inc.
© 2013 Elixiter, Inc.
Marketo Sales Insight
Benefits and Overview Demo for
Sales Teams

2. © 2013 Elixiter, Inc.
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

3. © 2013 Elixiter, Inc.
What can Sales Insight do for
you?
Know when prospects show buying signs
such as visit our website, opening emails or
registering for events and webinars
Prioritize and interact with your hottest
prospects to close more business faster.

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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.
Gauge interest by following prospect behavior with
Interesting Moments.
Get instant updates wherever you are with Lead Feed.
Interact with individuals or lists by sending trackable
emails directly from you.
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Focus on your Best Bets
Flames display degree of urgency, based on recent behavior.
Stars display degree of quality, based on lead score.
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Follow hot prospects in My Watch List1
Have a person or account you want to follow? Add them to your Watch List.

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Know which people visited our web site2
From the Web Activity tab:
• See which specific people visited site
• Drill down on a name to see what pages they viewed.

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Know which companies visited our
web site
From the Anonymous Web Activity tab:
• See which companies visited site
• Define the states/territory you want to monitor
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Gauge interest with Interesting Moments
From any record in SFDC, view moments such as:
• Opened sales email
• Clicked link in email
• Became MQL
• Visited key web pages
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Send Trackable Emails
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”
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Send Trackable Emails
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
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Get instant updates with Lead Feed
Get Facebook-style
updates for the people
you follow; subscribe
to set up email alerts.
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You can also subscribe
via RSS to receive
instant updates to your
mobile device.

13. © 2013 Elixiter, Inc.
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/SalesInsigh
tinSalesforce.pdf

14. © 2013 Elixiter, Inc.
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