1. MSI | Salesforce1 Contact: Sindhu Amugothu | Atanasio Segovia Started: November 18, 2014 Last updated: April 2nd, 2015

2. Page 2 © 2014 Marketo, Inc. Marketo Proprietary and Confidential DateDesignerChange 11.18Sindhu AmugothuFirst Draft 11.19Sindhu AmugothuMy Best Bets List 11.20Sindhu AmugothuMy Best Bets drop down 11.21Sindhu AmugothuMaking Contact and Account clickable / New Page ; Lead Feed 11.24Sindhu AmugothuLead Feed 11.11Sindhu AmugothuInteresting Moments 11.11Sindhu AmugothuLead Actions 11.18Sindhu AmugothuAdd to Marketo Campaign 1.9.2015Sindhu AmugothuEngineering Requests 3.18.2015Sindhu AmugothuAdd to Marketo Campaign Button Change Log

3. Page 3 © 2014 Marketo, Inc. Marketo Proprietary and Confidential Trying to Solve Customize MSI to match the style of Salesforce1

4. Page 4 © 2014 Marketo, Inc. Marketo Proprietary and Confidential FeaturePriorityUX Completion My Best Bets1 ✓ Lead Feed1 ✓ Sending Marketo Email1 Add to Marketo Campaign1 ✓ Lead/Contact Interesting Moments1 ✓ Account Interesting Moments1 Opportunity Interesting Moments1 Star and flame1 ✓ My Watch List3 Web Activity2 Anonymous Web Activity2 Lead/Contact Web Activity2 Lead/Contact Email History2 Account Web Activity2 Account Email History2 Opportunity Web Activity2 Opportunity Email History2 Link to oppty influnce analyzer2 My Email3 My Teams BB3 Custom Best Bets3 Sending Mass Emails3 Lead/Contact Score History3 Account Score History3 Opportunity Score History3 Add/Remove to watch list3 View in Marketo3 Subscribe to interesting moment3 Hide3 Functionality Analysis

5. Page 5 © 2014 Marketo, Inc. Marketo Proprietary and Confidential BEST BETS

6. Best Bets

11. My Best Bets ▾ Josh Davis Fixote Inc. Sales Email Opened: 3 days ago Opened message to Fixote Inc. – Marketo Lead Management from patricia.roosa@demo.marketo.net Status: Lead Marc Lakowski Eble Systems Milestone: 3 days ago Watched YouTube video Status: Open – Not Contacted Jeffrey Waits Marketo Tapping on the name will take you to the contact/lead detail page.

12. LEAD FEED

13. My Best Bets ▾ Josh Davis 3 days ago Fixote Inc. Sales Email Opened: Opened message to Fixote Inc. – Marketo Lead Management from patricia.roosa@demo.marketo.net Status: Lead Marc Lakowski Eble Systems Milestone: 3 days ago Watched YouTube video Status: Open – Not Contacted Jeffrey Waits Marketo Lead Feed This is a collapse and expand icon. Not drop down!

14. My Best Bets ▴ STANDARD VIEWS My Best Bets Lead Feed

15. Lead Feed ▾ Darragh Quinn Marketo Milestone: 11/20/2014 8:21 AM Requests Free Paper CC Darragh Quinn Marketo Milestone: 11/20/2014 8:21 AM Requests Free Paper CC Darragh Quinn Marketo Milestone: 11/20/2014 8:21 AM Requests Free Paper CC Darragh Quinn Marketo Milestone: 11/20/2014 8:21 AM Requests Free Paper CC

16. Lead Feed ▾ There have been no interesting moments in the past two weeks.

17. Page 17 © 2014 Marketo, Inc. Marketo Proprietary and Confidential INTERESTING MOMENTS

18. My Best Bets ▾ Josh Davis Fixote Inc. Sales Email Opened: 3 days ago Opened message to Fixote Inc. – Marketo Lead Management from patricia.roosa@demo.marketo.net Status: Lead Marc Lakowski Eble Systems Milestone: 3 days ago Watched YouTube video Status: Open – Not Contacted Jeffrey Waits Marketo Interesting Moments Sindhu Amugothu

19. FEEDDETAILSRELATED Contact Owner Varsha Neelesh Name Josh Davis Engagement The glasses icon tells us if user is watched or not.

20. FEEDDETAILSRELATED Marketo Sales Insight Opportunities Cases Activity History

21. 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 jordan@marketo.com 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

22. Interesting Moments ▴ Interesting Moments Web Activity Score Email

23. 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

24. ADD TO MARKETO CAMPAIGN Contact Sue Morber Campaign Name* Description Choose a campaign CancelADD Select Campaign ▾ Done Select Campaign BANT Nurture for Sales.1 – Budget BANT Nurture for Sales.2 – Authority BANT Nurture for Sales.3 - Need

25. Page 25 © 2014 Marketo, Inc. Marketo Proprietary and Confidential ARCHIVE

26. My Best Bets ▴ STANDARD VIEWS CUSTOM VIEWS My Best Bets Lead Feed My Team’s Best Bets My Watch List Web Activity Anonymous Web Activity My Email Account View Additional Watch List

27. Account Name Fixote, Inc. Opportunities Cases FEEDDETAILSRELATED Open Activities

28. My Best Bets ▾ Marc Lakowski Eble Systems Milestone: 3 days ago Watched YouTube video Status: Open – Not Contacted Contact Detail Account Detail Jeffrey Waits Marketo Interesting Moments

29. Account Name Fixote, Inc. Opportunities Cases FEEDDETAILSRELATED Open Activities

30. Account Name Fixote, Inc. Opportunities Cases FEEDDETAILSRELATED Open Activities Call or Log Send Email Edit Post File Link Poll Delete Clone Marketo Sales Insight Close

31. 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 jordan@marketo.com 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 Josh Davis

32. 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 jordan@marketo.com 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

33. 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 jordan@marketo.com 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 Josh Davis Interesting Moments ▾

34. 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 jordan@marketo.com 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 Add/Remove from Watch List Add to Marketo Campaign Send Marketo Email Add to Marketo Campaign

35. ADD TO MARKETO CAMPAIGN Contact Sue Morber Campaign Name* Description Choose a campaign CancelADD Select Campaign ▾

36. ADD TO MARKETO CAMPAIGN Contact Sue Morber Campaign Name* Description Choose a campaign CancelADD Select Campaign ▾

37. ADD TO MARKETO CAMPAIGN Contact Sue Morber Campaign Name * Select Campaign ▾ Add

38. Email ▾ 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 jordan@marketo.com 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 Add/Remove from Watch List Add to Marketo Campaign Send Marketo Email Add to Marketo Campaign

39. 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 jordan@marketo.com 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 Email

40. CancelSend To: Subject: New Message Select Template ▾ How to do a tree structure in a drop down? Where to show the template description?

41. Send Marketo Email CancelSend To: Subject: New Message Select Template ▾

42. CancelSend To: Cc/Bcc: Subject: New Message Cancel Send with Marketo Send Test

43. My Best Bets ▾ Marc Lakowski Eble Systems Milestone: 3 days ago Watched YouTube video Status: Open – Not Contacted Contact Detail Account Detail Jeffrey Waits Marketo Tap on the icon to return to the previous view. If person is not a contact, then account detail will not appear.

44. My Best Bets ▾ Marc Lakowski Eble Systems Milestone: 3 days ago Watched YouTube video Status: Open – Not Contacted Lead Detail Jeffrey Waits Marketo

45. STEP 1: Enter View Information View Name * Show Only Max Pages Filter By Owner CancelSave First Name Last Name (required) Contacts ▾ 5▾5▾ All Contacts ▾ Show records with negative score STEP 2: Filter by Additional Fields (Optional)

46. Account Name Fixote, Inc. Marketo Sales Insight Opportunities Cases FEEDDETAILSRELATED

47. 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 jordan@marketo.com 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

48. My Best Bets ▾ Sue Morber Fixote Inc. Sales Email Opened: 3 days ago Opened message to Fixote Inc. – Marketo Lead Management from patricia.roosa@demo.marketo.net Status: Lead Marc Lakowski Eble Systems Milestone: 3 days ago Watched YouTube video Status: Open – Not Contacted This is a collapse and expand icon. Not drop down!

49. 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

50. My Best Bets ▾ Sue Morber Fixote Inc. Sales Email Opened: 3 days ago Opened message to Fixote Inc. – Marketo Lead Management from patricia.roosa@demo.marketo.net Status: Lead Marc Lakowski Eble Systems Milestone: 3 days ago Watched YouTube video Status: Open – Not Contacted

51. My Best Bets ▾ Jeffery Waits Marketo Sue Morber Fixote Inc. Rosa Simonich Simonich Family Dennis Guenther Bsize Associates Create a new view!

52. Page 52 © 2014 Marketo, Inc. Marketo Proprietary and Confidential My Best Bets ▾ Sue Morber Fixote Inc. Sales Email Opened: Opened message to Fixote Inc. – Marketo Lead Management from patricia.roosa@demo.marketo.net 3 days ago Status: Lead Sue Morber Fixote Inc. Sales Email Opened: Opened message to Fixote Inc. – Marketo Lead Management from patricia.roosa@demo.marketo.net 3 days ago Status: Lead Heidi Ramich Marketo Status: Open – Not Contacted Heidi Ramich Marketo Status: Open – Not Contacted Sue Morber Fixote Inc. Web: Visiting the pricing page 1 week ago Status Header: Needs Analysis Sue Morber Fixote Inc. Web: Visiting the pricing page 1 week ago Status Header: Needs Analysis Notice the icon change! This view contains Last Interesting Moment and Status Header. Jeffery Waits Marketo Web: Searched for “Marketo Pricing” 3 days ago Status: Lead Jeffery Waits Marketo Web: Searched for “Marketo Pricing” 3 days ago Status: Lead

53. My Best Bets ▾ Jeffery Waits Marketo Sue Morber Fixote Inc. Rosa Simonich Simonich Family Dennis Guenther Bsize Associates Clicking on expand icon will expand the list to show more information.

54. My Best Bets ▾ Jeffery Waits Marketo Sue Morber Fixote Inc. Rosa Simonich Simonich Family Dennis Guenther Bsize Associates Heidi Ramich Marketo

55. My Best Bets ▾ Jeffery Waits Marketo Sue Morber Fixote Inc. Rosa Simonich Simonich Family Dennis Guenther Bsize Associates Heidi Ramich Marketo Create New ViewEdit

56. My Best Bets ▾ Jeffery Waits Marketo Last Interesting Moment Web: Searched for “Marketo Pricing” Status Header: Lead Heidi Ramich Marketo Status Header: Open – Not Contacted Create New ViewEdit Sue Morber Fixote Inc. Last Interesting Moment Web: Visiting the pricing page Status Header: Needs Analysis

57. My Best Bets ▾ Jeffery Waits Marketo Sue Morber Fixote Inc. Rosa Simonich Simonich Family Dennis Guenther Bsize Associates Heidi Ramich Marketo Create New ViewEdit

58. My Best Bets ▾ Jeffery Waits Marketo Sue Morber Fixote Inc. Rosa Simonich Simonich Family Dennis Guenther Bsize Associates Heidi Ramich Marketo Create New ViewEdit