Improvements to Marketo Sales Insight (MSI) | Community
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Josh_Soffe2
Level 2
June 6, 2018
New

Improvements to Marketo Sales Insight (MSI)

We are using MSI on both lead/contact objects and feel for the tool (MSI) to be useful on the account object the following improvements would be useful;

Ability to categorise interesting moments, this would be especially useful under the account view - What I mean here is specifically being able to 'roll-up' specific interesting moments under certain campaigns/programs that have been launched AND/OR the ability to filter and 'roll-up' certain categories of interesting moments perhaps using tags or key words

Ability to segment  data on a date range

3 replies

New Participant
February 4, 2020
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Ambika_Shetty
Level 2
August 13, 2019

Hi Josh, I'd like to hear more about the intended use case of rolling up specific interesting moment. Would you be interested in hopping on a call to discuss this further? 

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Dan_Stevens_
Level 10
June 6, 2018

Some additional ideas well:

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