Best way to build a revenue Modeler

Best way to build a revenue Modeler

I am looking to rebuild or redo a legacy revenue molder. In my last role I built one from scratch with a consultant. Is it recommenced to try to rebuild a legacy model or start from scratch? I will preface the one that is in place has 20+ stages which I think is over kill.

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Re: I am implementing a lead scoring system in marketo and would like to know how to trigger email alert to the sales team if the contact has reached a certain score within a given number of day. I built this out before years ago but can't remember how I

Hi Jeremy,

You could use something like this:

Smart List

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Flow

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Hope this helps

Floyd

Re: I am implementing a lead scoring system in marketo and would like to know how to trigger email alert to the sales team if the contact has reached a certain score within a given number of day. I built this out before years ago but can't remember how I

Hi Floyd,

Thank you sending along but I need the time time threshold to be accounted for.

Re: I am implementing a lead scoring system in marketo and would like to know how to trigger email alert to the sales team if the contact has reached a certain score within a given number of day. I built this out before years ago but can't remember how I

Hi Jeremy,

You could set it up like this

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But my question would be why do you want a date of activity? The trigger is real time, so if the lead score for the record has reached the threshold, say 50 points, we will then send an alert right away to the sales rep. Therefore I am not sure why we would want to look back at the date of activity in the past 30 days.

Thanks

Floyd

Re: I am implementing a lead scoring system in marketo and would like to know how to trigger email alert to the sales team if the contact has reached a certain score within a given number of day. I built this out before years ago but can't remember how I

I am looking for a change of score within a certain amount of time.

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Re: I am implementing a lead scoring system in marketo and would like to know how to trigger email alert to the sales team if the contact has reached a certain score within a given number of day. I built this out before years ago but can't remember how I

Nothing's built into Marketo that makes this "sliding change window" straightforward, so I'd be kinda surprised if you did this before. If anyone has come up with an ingenious way to do this entirely in the UI, it would be Grégoire Michel​.​

Re: I am implementing a lead scoring system in marketo and would like to know how to trigger email alert to the sales team if the contact has reached a certain score within a given number of day. I built this out before years ago but can't remember how I

No,  I have no solution for this either. We tried to implement this once, but it was soon becoming far too complicated, so we gave up.

-Greg