© 2013 Elixiter, Inc.© 2013 Elixiter, Inc.

Marketo Sales InsightBenefits and Overview Demo for

Sales Teams

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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

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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.

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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

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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