Marketo Sales Insight - Prioritise sales leads and close deals faster

Request for Impact Details on Marketo Sales Insight Upgrade

We’re planning to upgrade Salesforce Marketo Sales Insight from version 1.4369 to 2.7.0. Before proceeding, I’d like to confirm whether this upgrade could impact our existing Marketo integration in Salesforce. Could you share an impact assessment document or any relevant guidance on potential effects or required post-upgrade steps? Having that information in advance will help us plan and ensure a smooth upgrade.

Complicated and way to many clicks to get what you need for the sales team.

This app has potential but has not worked well for our team. It takes an enormous amount of setup to get what you need and is never simple enough for the sales team. Many times it takes multiple clicks to get to important information and the app can't be customized.

Lightning Enabled. ?

I do not find lightning enabled VF pages. Is it available ?

So far so good!

The install was easy. Our team loves the visibility and especially having the Sales Insight tab available in Salesforce. The only issue we have had is that one of the field mappings that is created by Marketo when you download the app was creating error messages that weren't allowing a sync. Once I found it and could disable the field in the Marketo Sync, everything ran smoothly.

Sales Insight Outlook Plugin - Installation Issues

Marketo Sales Insight is written is such a way you must either make your users a local administrator on their machine to install/upgrade the product (a major security risk) - or have an administrator coordinate with each user a time to work with them to grant the administrative rights at install time - going to each machine and user It cannot be pushed with automation tools to the users machine - and of course you must be logged in as the user to the machine and have access to their email. It must be manually installed and upgraded. Seems pretty archaic in this day and age.

Powrful Marketing Automation & CRM Tools

I have used Marketo and Salesforce for about 3 years now. Both are very user friendly, intuitive, and work well together to get great insight on the sales cycle. Marketo simplifies the process of prioritizing marketing channels and leads.

Superior visibility with Sales Insight

This tool aligns marketing with sales and provides transparency into lead activity. Allows for prioritization of leads and development of a more strategic approach. A must have, user-friendly application!

Self-sufficient Sales with Sales Insight

Sales Insight is a great solution for sending real-time updates to Salesforce users on the marketing activities that their leads/contacts are responding to -- great for marketers that want to spend more time on program execution and less on answering: "What email did you send?", "What asset did they click?", "Why did their score change?", "Can you add this person to your campaign?"... All provided through the Sales Insight window on the SFDC record without having to create custom fields/objects to house the same data.

Best sales insight tool out there!

Our sales reps LOVE Marketo's Sales Insight in SFDC. They rave about the information they have access to and how simple it is for them to view their best bets and anonymous visitors. Great tool and none of Marketo's competitors have anything similar that's this robust and easy to use.

Give Sales what they need to create conversations that matter

I've installed MSI and trained sales teams at a few firms now. MSI works very well and delivers the right information on scoring, campaigns, and website behavior. When a rep uses this tool to shape conversations, they do very well. When a rep just refuses to modify their habits, they miss out. I was at a firm where the Sales people were ASKING for the data MSI provides and I couldn't do it without Marketo. I can only imagine how much better that team could have done with MSI. I only gave it 4 stars because there are some missing reporting features that would help Marketers.