Less Clicks for Sales Insight "Send An Marketo Email" | Community
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A
Anonymous
June 19, 2015
Question

Less Clicks for Sales Insight "Send An Marketo Email"

  • June 19, 2015
  • 2 replies
  • 1055 views

We would like to cut down on the number of click that it takes to get to a specific template in Sales insight for our Sales team in SF. Right now, it takes 5.  Our sales team typically starts out at the account object when they are working through a list. So they click through to the contact; then to Marketo Sales Insight; then to the template selection dropdown, then they have to select a template; then send.  I would like to be able to shorten this.

Also, currently Marketo for Outlook doesn't work for us due to organizational restraints.

Does anyone have any suggestions on how to make this a quicker process?

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2 replies

Josh_Hill13
Josh_Hill13
Level 10
June 19, 2015

Why wouldn't they use a Contact View instead? There is a button for Send Marketo Email (unless it wasnt put on that page).

A
Anonymous
June 22, 2015

Thanks. It wasn't added but I can discuss with my SF Admin to get the button placed on the page and see if that helps usage.

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