Best Practice for Sales Alert on Email Send | Community

Spencer_Philli1

Level 3

Question

Best Practice for Sales Alert on Email Send

Forum|Forum|7 years ago
August 17, 2018
2 replies
3510 views

Hi Community,

I am wondering how people are alerting there sales team when an email goes out for an event, or any other live event invite. My sales team wants to know when we send invites out so they can follow up with their key prospects.

Most obvious would be to create an alert using the "send alert" flow step or just add the sale person to the campaign so they are on the invite. I'm curious to hear what others are doing or if there are other ways to alert sales.

Thanks,

Marketo

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Level 10

Send Alert will send an Alert for EACH lead that flows through, which will flood your sales team.

Having good sales-marketing alignment and schedules is probably the best method.

You can add Sales to a seedlist as well.

Spencer_Philli1Author

Level 3

Thank you, Josh. Going the seed list route!

Level 10

I gave a presentation at Summit on this exact topic:

Strengthening Sales & Marketing Alignment: Developing Real-Time Alerts with Rich, Actionable Insights

Spencer_Philli1Author

Level 3

Thanks for sharing your presentation Dan. Tokens are our friends.