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Launching a new RCM

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Launching a new RCM

When launching a new RCM are there any disadvantages in doing a one-off batching of existing leads into their respective revenue stages and then let the smart campaigns of the RCM take over?

If there are no disadvantages, are there any gotchas to be aware of when doing the initial batching?

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Champion Moderator

Re: Launching a new RCM

I prefer to batch leads into their current revenue stage. If you don't, your qualification rules will push these leads along more quickly through stages, or skip stages, which won't be representative of how a lead typically flows through the RCM. 

Check out the comments on this post, too: https://nation.marketo.com/thread/42275-moving-people-into-the-revenue-cycle-model 

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Champion Moderator

Re: Launching a new RCM

I prefer to batch leads into their current revenue stage. If you don't, your qualification rules will push these leads along more quickly through stages, or skip stages, which won't be representative of how a lead typically flows through the RCM. 

Check out the comments on this post, too: https://nation.marketo.com/thread/42275-moving-people-into-the-revenue-cycle-model 

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Re: Launching a new RCM

Thank you for your reply Carrie. And thank you for confirming what we were thinking. Just wanted to sense check our approach.

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Champion Moderator

Re: Launching a new RCM

Glad to hear! When you get a chance, go ahead and mark your question as answered - it helps people keep up with what's still open