4 Replies Latest reply on Oct 26, 2016 12:04 PM by Justin Norris

    Routing Leads to Sales

    ef21a0087529839afb8e461975be4167a52a0434 Oct 26, 2016 8:51 AM

      I am interested in gathering the community's feedback on how they handle the routing of leads to their sales teams.

       

      We have a marketing qualified revenue stage that listens for leads who reach a lead score threshold and then based on certain parameters are routed to the appropriate sales team member.

       

      My question is more around the leads that are sent to sales without going through the 'system process'.  For example: leads are acquired at a marketing supported tradeshow that stop by the booth, upon conclusion of the tradeshow, our team will share those leads with sales before they are tagged as marketing qualified in our system.

       

      Would these leads be considered marketing qualified as well?  To me they were acquired by marketing but not influenced enough to reach the lead score threshold to have their lead status flip to marketing qualified.

       

      I have been asked to define this process and would appreciate any input.

       

      Thank you!

      Christine

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        • Re: Routing Leads to Sales
          Justin Norris
          Justin Norris Expert Oct 26, 2016 9:02 AM (in response to ef21a0087529839afb8e461975be4167a52a0434)

          Christine Selvaggio

           

          I would define "Marketing Qualified" as a person that marketing believes is ready for a sales engagement, regardless of the technical method used to make that determination.

           

          So if you feel that leads that stop by a booth are sufficiently engaged to talk to sales, in my book that makes them MQL.

           

          To preserve the integrity of your scoring model, you could ensure your lead scoring program adds enough points for reaching a "Visited Booth" status in your tradeshow program to ensure they hit the MQL lead scoring threshold, and then your existing threshold process will kick in.

           

          If after considering this approach you don't feel that visiting the booth is enough to make them MQL, that might raise the question of whether those leads are actually ready to talk to sales, which could be a useful discussion to have with your sales team.

          • Re: Routing Leads to Sales
            David Gaible
            David Gaible Oct 26, 2016 10:26 AM (in response to ef21a0087529839afb8e461975be4167a52a0434)

            Hi Christine Selvaggio,

            Completely agree with Justin Norris (surprise, surprise) but I'm going to add one more wrinkle to his recommendation. We had a very similar process in place, but noticed a few leads from each event wouldn't hit the MQL threshold. This was because they had negative lead scores, and the increase in lead score wasn't enough to push the leads over the threshold. This, to me, is a good argument for not allowing negative lead scores, but I lost that argument. Anyways, to ensue all leads from these and other auto-MQL sources actually became MQLs we make sure these auto-MQL sources mark the leads as MQLs.

              • Re: Routing Leads to Sales
                Justin Norris
                Justin Norris Expert Oct 26, 2016 12:04 PM (in response to David Gaible)

                That's a good point David. I agree with you and also generally prefer to prevent the behavior score from dipping into the negative due to inactivity, as it can create a deep hole that may prevent valid interest from allowing a lead to resurface.

                 

                But if you are going negative on the score, you need to ensure these are fast-tracked.

              • Re: Routing Leads to Sales
                Dan Stevens.
                Dan Stevens. Oct 26, 2016 10:40 AM (in response to ef21a0087529839afb8e461975be4167a52a0434)

                Christine - Ironically, I just posted our process here in this thread today: Contact - Lead Update Issue

                 

                In this specific case, these would indeed be considered MQLs (or MIOs - marketing influenced opportunities).  Rather than use the lead score to trigger the sync/alerts, they would instead be fast-tracked, regardless of score.