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Suggestions on different types of MQL alerts?

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Suggestions on different types of MQL alerts?

One of our markets is asking for more specific MQL alerts. We currently have MQL based on a lead score threshold for leads, but are looking to potentially add:

  • Alert to owner when a Contact (account type = prospect) reaches a threshold
  • Alert to owner when a Contact (account type = client) reaches a threshold (upsell opp)

Basically to let sales & account management know it is time to re-engage.

Do others have several notifications like this in place? If so, what else? Or are there more elegant ways of doing it? Also, would love thoughts on email alerts vs. tasks.

Thanks!

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Re: Suggestions on different types of MQL alerts?

HI Darrell,

What CRM are you using? On SFDC, for contacts, we usually create tasks (and have the CRM notify the task owner), while for leads we assign them to specific lead queues and let SFDC alert the queue members.

Another possibility is to create a dedicated "call back" campaign. You create one such campaign for each person or group of person in charge of MQL leads. The pro of this is that:

  • You can assign both leads and contacts in the campaign
  • The campaign can have specific member statuses to manage the qualification process (new, attempt, contacted, qualified, ...)

The drawback is that no one will be alerted by default, but you could configure some process builder in SFDC or use a Marketo alert to send an alert to whoever is in charge.

-Greg

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Re: Suggestions on different types of MQL alerts?

HI Darrell,

What CRM are you using? On SFDC, for contacts, we usually create tasks (and have the CRM notify the task owner), while for leads we assign them to specific lead queues and let SFDC alert the queue members.

Another possibility is to create a dedicated "call back" campaign. You create one such campaign for each person or group of person in charge of MQL leads. The pro of this is that:

  • You can assign both leads and contacts in the campaign
  • The campaign can have specific member statuses to manage the qualification process (new, attempt, contacted, qualified, ...)

The drawback is that no one will be alerted by default, but you could configure some process builder in SFDC or use a Marketo alert to send an alert to whoever is in charge.

-Greg

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