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A
Anonymous
November 28, 2018
Question

Marketo Sales Insights Reports

  • November 28, 2018
  • 2 replies
  • 6425 views

Hi All, I am rather new to Marketo so apologies if this is a bad question. I have MSI installed in Salesforce, and noticed that on an individual lead record I can track email clicks and opens as seen in the screenshot below. Is there a way to report on this in mass for all leads I own?

I tried using the Marketo tab, but it only includes a view of my emails which does not include the emails sent from email programs. Any help is greatly appreciated.

Thanks!

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    2 replies

    Tara_Petre
    Tara_Petre
    Level 4
    November 28, 2018

    Hi Mark,

    Are you a Marketo User or do you only have access to SFDC? There's not a really easy way to view this information from MSI but you'll have more options reporting on this out of Marketo. Do you need to see the specific engagements for each record, or are you just looking to see email engagement across your territory? If it's the latter, you can pull an email performance report in Marketo and use the smart list to only report on your leads.

    A
    Anonymous
    November 28, 2018

    Hi Tara, thanks for the quick reply.  I am a Marketo user, but most of sales does not have access.  I am looking for a repeatable process for all of sales so we can report or have visibility to opens and clicks across a reps territory.  I am assuming that since I can do this in Marketo I could setup email alerts to the reps on a weekly basis, correct?

    Gerard_Donnell4
    Gerard_Donnell4
    Level 9
    December 11, 2018

    Hi guys,

    Vote for my idea that is kind of around this and will hopefully include some of these features if its rolled out. Its marked as coming soon at the moment. More vote might help speed up dev.

    Thanks,

    Gerard

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