What is the best way to send notifications to your sales team in real time about form fills/site visits? Are there browser notifications you can set up? | Community
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February 11, 2016
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What is the best way to send notifications to your sales team in real time about form fills/site visits? Are there browser notifications you can set up?

  • February 11, 2016
  • 3 replies
  • 2390 views

What is the best way to send notifications to your sales team in real time about form fills/site visits? Are there browser notifications you can set up? I'm used to Pardot's 'lead deck' and was wondering if there was any similar functionality that Marketo offers. I know that the marketo/gmail plug in offers a window pane that shows lead activity, but is there any way for the these notifications to 'pop-up'?

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Best answer by JohnCl9

Hi Jamie,

Sales Insight is a good tool, as Kristen suggested.  You could also set up a trigger campaign to send emails directly to your salespeople as soon as a lead takes a specific action you're trying to track.  The Send Alert flow step would ever allow you to send the alert to multiple people at once, and once you get the campaign set up it would all be automatic.

John

3 replies

February 17, 2016

Might want to consider --

Integrate Desktop Notifications with Marketo | Cloudpipes

JohnCl9Accepted solution
Employee
February 17, 2016

Hi Jamie,

Sales Insight is a good tool, as Kristen suggested.  You could also set up a trigger campaign to send emails directly to your salespeople as soon as a lead takes a specific action you're trying to track.  The Send Alert flow step would ever allow you to send the alert to multiple people at once, and once you get the campaign set up it would all be automatic.

John

Kristen_Malkov1
New Participant
February 16, 2016

Marketo Sales Insight allows for information to be show inside of CRM. Are you using Salesforce?