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Unanswered questions

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rjuniNew Participant
asked in Company announcements
October 2024 Product Update

🎉We’re excited to announce the following feature updates for October! 🎉 New Features: Auto-archive ListsWe are introducing auto-archive controls within the Database section that relocates unused account, people, and opportunity lists to an archived Database page. This helps to clean up the database and reduce the active lists to the ones most relevant for customers.  The benefits of this feature include: Improves platform usability: Old and unused lists can be archived, improving overall list organization  Reduces customer confusion: Less active lists allow marketers and sellers to focus only on the lists they access most often. Improves overall list management: Allows MOPs to more easily manage lists in the database.  Increases marketing and sales efficiency: There are fewer lists to sort through to find the list you need for campaigns and prioritizationCustom Activities - Import API (Available 11/1/24)This feature allows customers to define and import any generic activity from othe

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26 days ago
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rjuniNew Participant
asked in Company announcements
September 2024 Product Update

We're excited to announce the following product features releasing in September! New Features:  View Management update - Default JourneyWith the release of multiple journeys in May, we are now supporting the ability to define a default journey within the view management section, under settings. Prior to this release, only the Global Journey was available as the default journey. With this release, Admins can select different default journeys for different views. This allows customers to make better, informed decisions on their target accounts. Customers can view and analyze data on account performance relevant to a journey funnel they care about by setting their default journey to one that is more relevant to their role or workspace. Segments UpdateWe are improving the usability and location of segments in the platform. For those unfamiliar, a segment is a group of accounts, people, opportunities, or activities that share common characteristics. Segments represent your target markets an

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2 months ago
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rrobertsonNew Participant
asked in Demand Generation
Orchestrating sales actions in a Marketo/SFDC integration

Hi! Does anyone have a success story for how they’ve orchestrated sales intelligence into SFDC (without an iframe integration)? We are solutioning for a Demandbase/Marketo/SFDC integration and looking for the best way to get people/account interactions orchestrated into Salesforce most efficiently and with getting the right intent and engagement insights into the rep’s hands. 

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K
4 months ago
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katie_rayCommunity Manager
asked in Company announcements
Vault Challenge

We are hosting a Vault Challenge this week!Between June 17-21, post as many new ideas for the vault as you can (Playbooks, Email Templates, Surveys, Reports, and Rules).Whoever posts the most ideas by June 21 at 7pm CT will receive a $100 gift card!Winner will be announced next week.

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K
5 months ago

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