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Marketo Sales Insight - Prioritize sales leads and close deals faster

Free

Rating

(180)

Listed On

6/26/2009

Latest Release

7/24/2019

Use Sales 2.0 to prioritize sales leads and close deals faster

Marketo Sales Insight is a 100% native Force.com sales application that helps sales teams understand, prioritize, & interact with the hottest leads & opportunities to enable smart selling & close business faster. Be a Sales 2.0 Genius with Sales Insight!

180 Reviews
66%
30%
3%
0%
0%
4.6
Average Rating
Share your experiences with the community.
Top Favorable Review

Marking Insight Watching Capabilities

I enjoy the face you can view: clicks, views, and downloads; this allows me to prioritize leads. The integration with SFDC is also helpful. At times I find that there are small errors in the system, between all the preferences and ratings, however with all systems it takes time to get everything set up in a way that will prioritize the needs of a company. Overall I’m pleased with the functionalities of this tool.


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Top Critical Review

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.


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Customer Reviews 180 Reviews Rating: Any Rating Sort By: Review Date

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.


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Josh Cramer
Feb 02, 2016 at 9:17 AM

Hi Stephanie, did you install the app in the sandbox or did you go straight to production?

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.


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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.


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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!


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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.


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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.


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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.


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Taking sales and marketing alignment to a whole other level!

I love the insights this app gives to sales and as a marketer I love that I can customize it so our sales people only see what they need to see in regard to the use of Interesting Moments. Awesome app!


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A must if you use Marketo

Before we pushed Sales Insight to our sales team, I was constantly getting emails about "Why did this lead convert?" or "Which web pages did this lead view?" from our sales team.####With Marketo Sales Insight the sales team has the dashboard data about each lead they are reaching out to, to learn more about the lead and see what efforts marketing exerted to get the lead into their queue. ####I know we don't use the plugin to the fullest extent of its capabilities (email templates are sitting there gathering dust...) but I'm sure when I put the time into setting it up, it will be great.####The lead hottness and urgency fields are a bit tricky to set up effectively. Its a cool idea, but despite spending time trying to dial them in, they just don't seem to be reflecting useful info for our sales team to start using them.


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Sales Insight Helps Sales Reps to Be In the Right Place at the Right Time

Sales Insight helps sales teams to have visibility of prospects that are actively engaging with you. That level of real-time data hasn't traditionally been available and deals were lost because of it. Having Sales Insight for your team will help reps see when someone needs outreach to keep the momentum going and further the relationship to revenue. It's intuitive for reps, not overcomplicated or hard to learn--and the benefits for the team are huge.


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