Influence over opportunities

Forum|Forum|1 year ago
November 26, 2024
2 replies
857 views

Hello, I am trying to build an influence over opportunities report but it's kind of complex. What we are trying to do is to create a report that is more "Account oriented" rather than "person oriented", it means that we would like to consider as influenced all the opportunities associated to an account whenever a person from that account reaches the status of "Success" in any marketing activity, regardless of whether they are existing contacts in our CRM (Dynamics) or new leads. Does anyone has any idea if this is doable or not?

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Jo_Pitts1

Community Advisor

@matteodu1,

in this instance, I'd be looking to do regular exports to SQL of this data using the API and report from SQL rather than Marketo.

Cheers

Jo

SanfordWhiteman

Level 10

Following on Jo's answer, one of your requirements tilts this firmly toward 'export and report': a Marketo-only person won't be associated with your CRM accounts/companies (let alone CRM oppties) so you can't possibly find a route through the account to affect all people.

That said, you could build such a setup with Marketo Custom Objects – but you'd be essentially duplicating the account + opportunity schema all within Marketo. Unlikely to be worth it.

M

MatteoDu1Author

Level 1

Got it. Have another question: let's assume that we upload a list of people in Dynamics (making them contacts) then we create a Marketo program and we upload there the same list with all the people marked as success, do you think this workaround can work? Didn't mention that we are using the implicit model of the influence over opportunities. Do you think in this case it can work?

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