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Andy_Penkalski
Andy_Penkalski
New Participant
August 17, 2016
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Employees displaying in SI "Best Bets" tab

  • August 17, 2016
  • 1 reply
  • 2762 views

We've been receiving some complaints from our sales team that our employees are populating the "Best Bets" section of their Sales Insight plugins. I'm looking for some input as to how to remove them from it.

Some additional input I can provide is that while we have systems in place to keep them from entering our lifecycle funnel, we do not have anything in place to keep them from being scored. Would adding parameters to reset their scores and remove them from further scoring campaigns solve the issue or does the Best Bets tab function off of web page visits even outside of scoring programs?

Any input would be great. Thanks.

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Best answer by Giles_Crease1

You could change the Account Owner of employees so they do not appear in Sales Team Best Bets and/or as you say remove them from any scoring and interesting moments that are used by Marketo Sales Insight.

1 reply

Giles_Crease1
Giles_Crease1Accepted solution
New Participant
August 17, 2016

You could change the Account Owner of employees so they do not appear in Sales Team Best Bets and/or as you say remove them from any scoring and interesting moments that are used by Marketo Sales Insight.

Andy_Penkalski
Andy_PenkalskiAuthor
New Participant
August 17, 2016

All employees are left defaulted to our "Marketo User" account owner, yet they still seem to show up for some individuals. Assuming lead scoring resets and exlusions will work, it sounds like we'll go that route.

Giles_Crease1
Giles_Crease1
New Participant
August 17, 2016

Yes that will work but worth checking what scoring sales insight is using to determine flames and stars.

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