Hello,
Questions are listed below, but I'm trying to understand how Marketo can assist with valuing a lead:
Thanks,
Tom
Hey Tom,
1. Marketo can track all touchpoints leading to a lead, but I would strongly recommend having timestamps for your critical things like MQL, SAL, SQL, revenue cycle transitions (if these are different), subscription timestamps, etc. You will need to create these as custom fields, and then create smart campaigns that will populate the values of the fields. Although Marketo natively tracks all touchpoints in the activity log, you don't really want to have to dig through that log of every person to identify when specific things occurred!
2. If you have RCE, it is very simple to report on FT/MT attribution. Without RCE, this will be much more challenging to get at. Do you have RCE or some other reporting/attribution tool?
I had the same questions - and I DO have RCE - but I do struggle with it to be honest - and I can't find a decent 'how to' guide - so I want to report on attribution - how exactly do you do that in RCE?