Example chapter
Possible Solutions
When working to figure out what would be the best and most efficient way to share information between Marketing & Sales, a few solutions were considered. Marketo Sales Insight was a potential option; but the customer did not have a SFDC / MSD integration. This would hinder its viability in this case, as it would not work out of the box. The next option was a custom integration which would send data to their CRM system; however, this would be a very costly investment for a pilot project. Therefore, utilizing an external tool, OneInsight, was selected. This tool would enable the Lead Qualifying team to have access to the necessary Marketing information, as well as allow them to send emails from Marketo Engage. This solution would best fit their needs as well as fit within the boundaries of a pilot project.