The questionnaire gets the client to put down on paper some details about their current strategy, what their goals are, how they approach lead personas, and what content they have and are working on.
How do you get the data to flow correctly into the analyzers, so you can reap the reporting benefits?
Here’s how it works: The Opportunity Influence Analyzer gets information from your Marketo Programs, from the Opportunities in your CRM system such as Salesforce, and from Interesting Moments as part of Sales Insight.
The Program Analyzer depends on Marketo Programs, Opportunities in your CRM, and as an option for more advanced metrics, the Revenue Cycle Model.
Please ensure that your Marketo programs are set up correctly with cost periods, progression statuses and success defined.
Contacts need to be attached to opportunities in your CRM for closed-loop reporting.
Lastly, as a reminder, the data in the Analyzers are updated nightly.
Marketo Creating a Smart Campaign - https://docs.marketo.com/display/public/DOCS/Create+a+New+Smart+Campaign