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Aqeel_Akbar
Aqeel_Akbar
Level 4
August 21, 2015
Question

Alert for new MSI activity

  • August 21, 2015
  • 2 replies
  • 3368 views

Hey guys,

Our sales teams have been looking at a lot of sales enablement tools outside of MSI because of the limited flexibility it provides. In an effort to drive adoption for it, one of the things they really want is to be notified of new MSI activity for a lead/contact. What they would like is something at the top of the lead/contact record that convinces them that scrolling down the lead/contact record to check MSI is worth their time (rather than doing this for everyone they interact with, and not knowing whether there's something new or not).

This will prompt them to see what new interesting moments, web acitivity, and marketing emails have populated for that lead/contact.

Are there any creative ways of accomplishing this?

Thanks,

Aqeel

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2 replies

Scott_Daily
Scott_Daily
Level 3
August 21, 2015

Hi Aqeel - my SDR team using Salesforce Lead/Contact Views and sorts by the Last Interesting Moment date to point them in the right direction. This way they have a good overview of recent interactions and can go to the Lead or Contact record of anyone who has a recent Interesting Moment.

You can also suggest they subscribe to types of Interesting Moments (high web traffic, downloaded content, etc.) and they will receive email alerts any time one of their leads takes this action. It's an easy way for them to manage alerts and pick and choose which actions are valuable for them to take action.

ChristinaZuniga
ChristinaZuniga
Level 9
June 15, 2016

Hi Scott,

How does someone subscribe to an interesting moment? I looked in marketo docs and there are no instructions.

L
Liliana_Cheng1
Level 4
June 21, 2016

Hey Christine, I had a similar question the other day. Here's the thread. You can subscribe to a lead's interesting moments from the lead feed OR you can go to the lead's MSI section of their Salesforce record and subscribe from there.

Jenn_DiMaria2
Jenn_DiMaria2
Level 10
June 15, 2016

Could they just subscribe to the Lead Feed that shows all interesting moments as they happen? They'd have to put the rss into a feed reader, but this was the recommended practice when we first started using it years ago.

You could also create an SFDC task to check the record when certain interesting moments are performed.

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