We are trying to move from manual lead distribution to a fully automated process using Marketo. For international inbound web leads, we want to round robin them between 6 sales teams. Is it possible to automate this using the "Random Sample" funcionality in Marketo even if these are leads coming in one at a time via form submits (as opposed to a list of 100 that can be split up 6 ways)?
Any insight on this would be greatly appreciated - thanks!
We do the round robin using the random sample for batch leads assignment every once and a while. For example, we had 500 misc leads in the system we sent over to three new lead development reps using the Random Sample capabilities.
I am not sure how this works on one-off leads. I would think it would work but interested in hearing a confirmation on that.
Unfortunately, Marketo doesn't perform math functions, but if it could you could create a Round Robin ID formula field on the lead record and populate use a modulo formula to populate it with a number from 1to the max number of assignees, which is the way Salesforce does its Round Robin lead assignments. Is your Marketo synched to a CRM?
Yes, this is definitely possible. We actually have separate round robin lead assignments based on Lead Source. (For example, an inbound contact request is more valuable than a content download, so we want to make sure distribution is equal for each source.)
Here's how it might work for each source:
TRIGGER > Lead is Created > Form Name is "Content Download" Change Owner > If Random Sample is "16" > Owner Name is "Sales Team 1" If Random Sample is "16" > Owner Name is "Sales Team 2" If Random Sample is "16" > Owner Name is "Sales Team 3" etc........ and Default > Do Nothing
We actually have 3 teams, so our Random Samples are 33, 33, and 34. I was using 16 as a rough estimate of even distribution for Eva's original scenario of 6 teams. The Random Samples fields must total 100, but you can actually split in any proportions you'd like.