Leah Miller

Segmentation is a must. Here to echo the same challenges. We rely on our Marketo comms limits (3 per 7 days) as a forcing function for prioritization. But even with segmentation it’s a big mental puzzle every week. Similar to mason, we also meet bi-weekly to review the calendar with frequent requestors. mason I would love to learn more about the creation and rollout of your governance committee.

Yeah, I think that’s the right approach and the better use of time might to make sure that I have the understanding I need in what’s available and how to use to make more effective recommendations.

Yeah, that’s definitely an approach we are working towards. I think that will help a lot. There have just been cases where that question is met with, well what’s available? OR what do you think?

Shannon Howard In this case, it would be someone coming to my team with a request and either a loose sense of who they want to target, no idea at all and just want to send to everyone, or attributes that aren’t available within Salesforce/Marketo. I’m just finding that these conversations are more difficult than they need to be because there isn’t a shared understanding of what is available. Which I believe falls firmly on our team to solve for, I’m just not sure where to start 🫠