Customer Product Scoring

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Customer Product Scoring

We're in the beginning stages of implementing Marketo. We're migrating from another MA system. We currently have customer scoring set up on the individual product level- customers interact with products, we score them if they do not have the product and a task is fired to our one customer SDR when the customer trips, to follow-up. 

 

I wanted to see how other companies handle customer scoring in Marketo. We're discussing the person score and the product interest score and we're not 100% if we want to utilize both. We're also trying to figure out how the flow of the tasks would go to sales if we had more than one customer SDR. We'd also like to understand how other companies are handling the reporting of these customers who are tripping and how we can attribute success (opp creation) back to the contact record. 

 

Thank you!