Interesting moments are the key to communicating with your sales team through the Marketo Sales Insight app.
These are available to Marketo Sales Insight and Marketo Sales Connect customers only.
That’s up to you! You decide what information is relevant to your sales team. Your sales team might want to know when a lead:
Choose a smart campaign, preferably one your sales team would find interesting if triggered.
Drag over the Interesting Moments flow step.
Select a type (Email, Milestone, or Web).
Write a message to your sales team in the Description field that explains why this action matters.
Marketo will also add the date it occurred and how the interesting moment was added (i.e lead action > flow step, SOAP API).
Tokens! Add them in the description field to provide your sales team with more specific information like the subject line of the email the lead opened, or who was it sent by. Check out which tokens are available for use in the Tokens for Interesting Moments glossary.
Start with five interesting moments, then work with your sales team to determine what information they are interested in seeing.
Interesting moments will be displayed in a lead’s activity log.
Once you’ve installed the Marketo Sales Insight App, interesting moments will display on the lead, contact, account, or opportunity pages. They also appear in the Sales Insight dashboard in the Lead Feed, Best Bets, and Watch List.
After you’ve installed or updated Marketo Sales Insight for Salesforce1, interesting moments will display under the lead’s related links.
You can subscribe to an Interesting Moment by clicking the Subscribe button either in the Interesting Moment tab or in the Lead Feed. The steps below are the same for both.
Click the Subscribe icon. You will then be navigated to the Email Subscribe tab.
You can choose the type of email alert you’d like to receive based on Name, Account, Type, or Description.
Choose which email address(es) you’d like to send the alerts to (yourself/team members)