1. Marketo Sales Insight Benefits and Overview Demo for Sales Teams

2. Marketo Sales Insight for Sales Teams
What can Marketo Sales Insight do for you?
Top 5 things you can do in Sales Insight
Content and Concepts Consolidated from Marketo Documents

3. What can Sales Insight do for you?
Prioritize and interact with your hottest prospects to close more business faster.
Know when prospects show buying signs such as visit our website, opening s or registering for events and webinars

4. Top 5 things you can do in Sales Insight1
Focus on and follow your hottest prospects with Best Bets and My Watch List.
Know what people and companies are coming to our web site by viewing Web Activity. 2 3
Gauge interest by following prospect behavior with Interesting Moments. 4
Interact with individuals or lists by sending trackable s directly from you. 5
Get instant updates wherever you are with Lead Feed.

5. 1
Focus on your Best Bets
Flames display degree of urgency, based on recent behavior.
Stars display degree of quality, based on lead score.

6. Follow hot prospects in My Watch List1
Follow hot prospects in My Watch List
Have a person or account you want to follow? Add them to your Watch List.

7. Know which people visited our web site2
Know which people visited our web site
From the Web Activity tab:
See which specific people visited site
Drill down on a name to see what pages they viewed.

8. Know which companies visited our web site2
Know which companies visited our web site
From the Anonymous Web Activity tab:
See which companies visited site
Define the states/territory you want to monitor

9. Gauge interest with Interesting Moments3
Gauge interest with Interesting Moments
From any record in SFDC, view moments such as:
Opened sales
Clicked link in
Became MQL
Visited key web pages

10. Send Trackable Emails 4 To send an email to an individual:
Select “Send Marketo ” from the lead/contact record
To send an to a list:
Create a view (Learn how) and choose recipients
Click “Send Marketo ”

11. 4
Send Trackable s
View results on the tab:
List of all sales and marketing s sent
s with Marketo logo bug were sent from marketing
Opens and clicks on all s
Number of times clicked

12. Get instant updates with Lead Feed5
Get instant updates with Lead Feed
Get Facebook-style updates for the people you follow; subscribe to set up alerts.
You can also subscribe via RSS to receive instant updates to your mobile device.

13. Additional Marketo Training Resources
On Demand
Sales Insight Overview (3 minute webinar)
Day in the Life of a Sales Rep (30 minute webinar with fast forward capability)
Sales Insight How-To Guide (11 page PDF guide with step-by-step instructions)  

14. About Elixiter
Elixiter is a specialized marketing consulting agency and Marketo Partner serving marketing professionals in fast-paced business-to-business organizations who seek an easier and more effective way to drive revenue via their Marketo investment.
Learn more at