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Megan_Reed1
Megan_Reed1
Level 4
June 26, 2015
Question

Setting up Sales Insights for the First Time without CRM Integration

  • June 26, 2015
  • 1 reply
  • 1467 views

We are going to be building a Sales Insights program for our sales reps. We do not use Salesforce (or any out of the box CRM that integrates with this). So it will just be the Outlook Add-in and Marketo. I want to be sure everything records accurately. Are there any step-by-step guides of how I should set these up?

I started using campaigns like "Sales email is received" but I can't type in the email like usual for campaigns, it wants the subject line (which mine isn't displaying even though I've published it to Sales Insights).

Should I use multiple programs for different types of emails, i.e. one program for Left Voicemail emails, one for Thanks for Chatting, etc.?

Any guidance would be greatly appreciated.

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1 reply

Josh_Hill13
Josh_Hill13
Level 10
June 29, 2015

Sales Insight items like Interesting Moments work independently of the installation.

If you setup Outlook, you can then trigger based on Sales Email X. But if that doesn't exist yet, or has been used yet, Marketo won't know about it. You can try to type it in, but it may not save it.

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