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Anonymous
July 18, 2017
Question

Salesforce EDM notification

  • July 18, 2017
  • 1 reply
  • 1699 views

Hello.

I'm new to Marketo so this may be a stupid question. Is there a way we can set up a notification for the sales managers to know which emails have been sent to their Contacts and leads?

I know that in salesforce we have the Marketo sales insights area which shows you which emails were to sent to that contact, but is there a way of automating a report or similar that lets the manager know so that they can follow up? Can these be set up in Salesforce or Marketo?

Any help would be great.

Many thanks

Sam

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1 reply

Grégoire_Miche2
Grégoire_Miche2
Level 10
July 19, 2017

Hi Samantha,

Please move this question to the Products section where it belongs. Champion Program is for question about the program itself.

In Marketo you can create reports or smart lists and subscribe people to them.

But honestly, I am not sure I would do this, this will overload the sales managers with reports

-HGreg

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