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Elise_Hudson1
Level 3
December 7, 2018
Question

Champion Tips and Tricks with Chelsea Kiko


In this edition of the Champion Tips and Tricks series, we asked Marketo Champion, @Chelsea Kiko, to share her Top 3 Best Practices for using Marketo.

Let us know what you think in the comments below.

Check out the rest of this edition of the Fearless Forum here: [Holiday Edition] Fearless Forum.

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44 replies

Amber_Hobson
Level 8
December 12, 2018

Great points! It's always best to have sales onboard and working closely with you.

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Dan_Stevens_
Level 10
December 12, 2018

Great tips, Chelsea.  The subscription to reports is a huge time saver for my team.  EXCEPT, the lack of this capability (which you really wouldn't want an ongoing subscription for as it would quickly put you over the limit; and be irrelevant after the first week or so):

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Nicholas_Hajdin
Level 5
December 12, 2018

Dan, I've been getting the same feedback from my clients. Why can we not schedule reports and have the ability to auto-deactivate on a certain date? Definitely a missing basic feature.

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Level 7
December 12, 2018

Absolutely Amazing! Great tips to follow.

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Chelsea_Kiko
Level 4
December 12, 2018

Thank you for watching!

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Chelsea_Kiko
Level 4
December 12, 2018

Good point, @Dan Stevens.​ - you can end dates for smart list subscriptions, but not reports.

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Chelsea_Kiko
Level 4
December 12, 2018

Thanks @Nick Hajdin​!

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Chelsea_Kiko
Level 4
December 12, 2018

Thanks @Loren Posendek​!

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Chelsea_Kiko
Level 4
December 12, 2018

Totally, @JD Nelson​ - I have learned this the hard way

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ChristinaZuniga
Level 9
December 12, 2018

So true about having a sales person who is your champ in the ranks - love the mention about how different sales teams use data differently. There's often an idea that 'sales' uses things xyz way, but domestic sales vs. international, partnership sales vs. product sales, they're different! Great point

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