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Tammy_Chan
Tammy_Chan
Level 3
April 23, 2018
Question

RCM/Lead Life Cycle Model

  • April 23, 2018
  • 1 reply
  • 4055 views

Hi,

Does anyone know if the RCM molder is a standard feature when you purchase Email Marketing Bundle package? I have access to this and my sales rep is saying that I shouldn't have access to it?

Thanks,

Tammy

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1 reply

Grégoire_Miche2
Grégoire_Miche2
Level 10
April 24, 2018

Hi Tammy,

AFAIK, it does not. but the bundling have changed quite a few times, so....

Check you can approve you model, though, you might get a error message saying you are missing a license

Even if you have it, without a closed loop data flow that can feed Marketo with information about opportunities and won deals, it will not get you very far. Email Marketing bundle does not have the CRM connectors, as far as I know, so you would have to get a custom CRM integration or run frequent imports to update lead data (statuses mostly).

-Greg

Tammy_Chan
Tammy_ChanAuthor
Level 3
April 24, 2018

Gotcha- I had access to build and approve, but I don't have access for a way to report on it- which sounds like what you're saying. I was more curious if this is an known 'issue' where you can build the RCM model approve it, but not get reporting on it.

Grégoire_Miche2
Grégoire_Miche2
Level 10
April 24, 2018

Hi Tammy,

Not even a "success path analyzer" in the Analytics section of Marketo ?

-Greg

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