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MSI | Salesforce1 Contact: Sindhu Amugothu | Atanasio Segovia Started: November 18, 2014 Last updated: April 2nd, 2015
| Date post: | 26-Dec-2015 |
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MSI | Salesforce1
Contact: Sindhu Amugothu | Atanasio SegoviaStarted: November 18, 2014Last updated: April 2nd, 2015
Page 2© 2014 Marketo, Inc.
Marketo Proprietary and Confidential
Date Designer Change11.18 Sindhu Amugothu First Draft
11.19 Sindhu Amugothu My Best Bets List
11.20 Sindhu Amugothu My Best Bets drop down
11.21 Sindhu Amugothu Making Contact and Account clickable / New Page ; Lead Feed
11.24 Sindhu Amugothu Lead Feed
11.11 Sindhu Amugothu Interesting Moments
11.11 Sindhu Amugothu Lead Actions
11.18 Sindhu Amugothu Add to Marketo Campaign
1.9.2015 Sindhu Amugothu Engineering Requests
3.18.2015 Sindhu Amugothu Add to Marketo Campaign Button Change
Log
Page 3© 2014 Marketo, Inc.
Marketo Proprietary and Confidential
Trying to Solve
• Customize MSI to match the style of Salesforce1
Page 4© 2014 Marketo, Inc.
Marketo Proprietary and Confidential
Feature Priority UX Completion
My Best Bets 1 ✓
Lead Feed 1 ✓
Sending Marketo Email 1
Add to Marketo Campaign 1 ✓
Lead/Contact Interesting Moments 1 ✓
Account Interesting Moments 1
Opportunity Interesting Moments 1
Star and flame 1 ✓
My Watch List 3
Web Activity 2
Anonymous Web Activity 2
Lead/Contact Web Activity 2
Lead/Contact Email History 2
Account Web Activity 2
Account Email History 2
Opportunity Web Activity 2
Opportunity Email History 2
Link to oppty influnce analyzer 2
My Email 3
My Teams BB 3
Custom Best Bets 3
Sending Mass Emails 3
Lead/Contact Score History 3
Account Score History 3
Opportunity Score History 3
Add/Remove to watch list 3
View in Marketo 3
Subscribe to interesting moment 3
Hide 3
Functionality Analysis
Page 5© 2014 Marketo, Inc.
Marketo Proprietary and Confidential
BEST BETS
Best Bets
My Best Bets ▾
Josh DavisFixote Inc.
Sales Email Opened: 3 days agoOpened message to Fixote Inc. – Marketo Lead Management from [email protected]
Status: Lead
Marc LakowskiEble Systems
Milestone: 3 days agoWatched YouTube video
Status: Open – Not Contacted
Jeffrey WaitsMarketo
Tapping on the name will take you to the contact/lead detail
page.
LEAD FEED
My Best Bets ▾
Josh Davis 3 days agoFixote Inc.
Sales Email Opened:Opened message to Fixote Inc. – Marketo Lead Management from [email protected]
Status: Lead
Marc LakowskiEble Systems
Milestone: 3 days agoWatched YouTube video
Status: Open – Not Contacted
Jeffrey WaitsMarketo
Lead Feed
This is a collapse and expand icon.
Not drop down!
My Best Bets ▴
STANDARD VIEWS
My Best Bets
Lead Feed
Lead Feed ▾
Darragh QuinnMarketo
Milestone: 11/20/2014 8:21 AM Requests Free Paper CCDarragh QuinnMarketo
Milestone: 11/20/2014 8:21 AMRequests Free Paper CC
Darragh QuinnMarketo
Milestone: 11/20/2014 8:21 AM Requests Free Paper CC
Darragh QuinnMarketo
Milestone: 11/20/2014 8:21 AM Requests Free Paper CC
Lead Feed ▾
There have been no interesting moments in the past two weeks.
Page 17© 2014 Marketo, Inc.
Marketo Proprietary and Confidential
INTERESTING MOMENTS
My Best Bets ▾
Josh DavisFixote Inc.
Sales Email Opened: 3 days agoOpened message to Fixote Inc. – Marketo Lead Management from [email protected]
Status: Lead
Marc LakowskiEble Systems
Milestone: 3 days agoWatched YouTube video
Status: Open – Not Contacted
Jeffrey WaitsMarketo
Interesting MomentsSindhu Amugothu
FEED DETAILS RELATED
Contact Owner
Varsha Neelesh
Name
Josh Davis
Engagement
The glasses icon tells us if
user is watched or
not.
FEED DETAILS RELATED
Marketo Sales Insight
Opportunities
Cases
Activity History
Activity History
Josh Davis
Interesting Moments ▾
Web: 11/20/2014
8:21 AM
Visited the Customer Testimonials page
Sales Email Clicked: 11/20/2014
8:21 AM
Clicked link in email Marketo Lead
Management from [email protected]
Web: 11/20/2014
8:21 AM
Heavy web activity (multiple visits)
Web: 11/20/2014
8:21 AM
Filled out Online Demo Form
Milestone: 11/20/2014
8:21 AM Recycled – No Active Evaluation
Marketo Sales Insight
Interesting Moments ▴
Interesting Moments
Web Activity
Score
ADD TO MARKETO CAMPAIGN
Contact
Sue Morber
Campaign Name *
Description
This is a description for the campaign.
BANT Nurture for Sales ▾
Add
If description isn’t
available, it shouldn’t be
visible.
Add to Marketo
Campaign
ADD TO MARKETO CAMPAIGN
Contact
Sue Morber
Campaign Name*
Description
Choose a campaign
Cancel
ADD
Select Campaign ▾
Done< >
Select Campaign
BANT Nurture for Sales.1 – Budget
BANT Nurture for Sales.2 – Authority
BANT Nurture for Sales.3 - Need
Page 25© 2014 Marketo, Inc.
Marketo Proprietary and Confidential
ARCHIVE
Interesting Moments ▾
Web: 11/20/2014
8:21 AM
Visited the Customer Testimonials page
Sales Email Clicked: 11/20/2014
8:21 AM
Clicked link in email Marketo Lead
Management from [email protected]
Web: 11/20/2014
8:21 AM
Heavy web activity (multiple visits)
Web: 11/20/2014
8:21 AM
Filled out Online Demo Form
Milestone: 11/20/2014
8:21 AM Recycled – No Active Evaluation
Web: 11/20/2014
8:21 AM
Visited the pricing page
Send Marketo
Send Marketo
EmailCanc
elSend
To:
Subject:
New Message
Select Template ▾
How to do a tree structure
in a drop down?
Where to show the template
description?
Send Marketo
EmailCanc
elSend
To:
Subject:
New Message
Select Template ▾
Cancel
Send
To:
Cc/Bcc:
Subject:
New Message
Cancel
Send with Marketo
Send Test
STEP 1: Enter View Information
View Name *
Show Only
Max Pages
Filter By Owner
Cancel
Save
First Name
Last Name (required)
Contacts ▾
5 ▾
All Contacts ▾
Show records with negative score
STEP 2: Filter by Additional Fields (Optional)
Account Name
Fixote, Inc.
Marketo Sales Insight
Opportunities
Cases
FEED DETAILS RELATED
Interesting Moments ▾
Web: 11/20/2014
8:21 AM
Visited the Customer Testimonials page
Sales Email Clicked: 11/20/2014
8:21 AM
Clicked link in email Marketo Lead
Management from [email protected]
Web: 11/20/2014
8:21 AM
Heavy web activity (multiple visits)
Web: 11/20/2014
8:21 AM
Filled out Online Demo Form
Milestone: 11/20/2014
8:21 AM Recycled – No Active Evaluation
Web: 11/20/2014
8:21 AM
Visited the pricing page
My Best Bets ▾
Sue MorberFixote Inc.
Sales Email Opened: 3 days agoOpened message to Fixote Inc. – Marketo Lead Management from [email protected]
Status: Lead
Marc LakowskiEble Systems
Milestone: 3 days agoWatched YouTube video
Status: Open – Not Contacted
This is a collapse and expand icon.
Not drop down!
My Best Bets ▴
STANDARD VIEWS
My Best Bets
My Team’s Best Bets
My Watch List
Web Activity
Anonymous Web Activity
My Email
Account View
Additional Watch List
CUSTOM VIEWS
My Best Bets ▾ Sue MorberFixote Inc.
Sales Email Opened: 3 days agoOpened message to Fixote Inc. – Marketo Lead Management from [email protected]
Status: Lead
Marc LakowskiEble Systems
Milestone: 3 days agoWatched YouTube video
Status: Open – Not Contacted
My Best Bets ▾
Jeffery WaitsMarketo
Sue MorberFixote Inc.
Rosa SimonichSimonich Family
Dennis GuentherBsize Associates Create a new
view!
Page 52© 2014 Marketo, Inc.
Marketo Proprietary and Confidential
My Best Bets ▾
Sue MorberFixote Inc.
Sales Email Opened: Opened message to Fixote Inc. – Marketo Lead Management from [email protected]
3 days agoStatus: Lead
Heidi RamichMarketo
Status: Open – Not Contacted
Sue MorberFixote Inc.
Web: Visiting the pricing page1 week ago
Status Header: Needs Analysis
Notice the icon change!
This view contains Last Interesting
Moment and Status
Header.
Jeffery WaitsMarketo
Web: Searched for “Marketo Pricing”3 days ago
Status: Lead
My Best Bets ▾
Jeffery WaitsMarketo
Sue MorberFixote Inc.
Rosa SimonichSimonich Family
Dennis GuentherBsize Associates
Clicking on expand icon will expand the list to
show more information.
My Best Bets ▾
Jeffery WaitsMarketo
Sue MorberFixote Inc.
Rosa SimonichSimonich Family
Dennis GuentherBsize Associates
Heidi RamichMarketo
My Best Bets ▾
Jeffery WaitsMarketo
Sue MorberFixote Inc.
Rosa SimonichSimonich Family
Dennis GuentherBsize Associates
Heidi RamichMarketo
Create New View
Edit
My Best Bets ▾
Jeffery WaitsMarketo
Last Interesting MomentWeb: Searched for “Marketo Pricing”
Status Header: Lead
Heidi RamichMarketo
Status Header: Open – Not Contacted
Create New View
Edit
Sue MorberFixote Inc.
Last Interesting MomentWeb: Visiting the pricing page
Status Header: Needs Analysis
My Best Bets ▾
Jeffery WaitsMarketo
Sue MorberFixote Inc.
Rosa SimonichSimonich Family
Dennis Guenther
Bsize Associates
Heidi RamichMarketo
Create New View
Edit
My Best Bets ▾
Jeffery WaitsMarketo
Sue MorberFixote Inc.
Rosa SimonichSimonich Family
Dennis GuentherBsize Associates
Heidi RamichMarketo
Create New View
Edit
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