Tracking Sales Rep Lead Reassignment Accuracy Metric

[Anonymous]

Hello,

I'm writing because our lead generation team is in charge of reassigning leads to the sales team. Since we have a rather complex automatic reassignment process with criteria based upon company headquarters, company size, market segment and named accounts, we chose to build this within Marketo (i.e., Traffic Cop) via a series of smart campaigns and requested campaign calls instead of leveraging SFDC's lead assignment rules. For the most part, we believe it is extremely accurate. At the same time, we would like to be able to point to a lead reassignment accuracy metric, which would validate our efforts. For example, 90% of leads reassigned from Traffic Cop are assigned to the correct rep. Eventually, we would also like to use this lead reassignment accuracy metric for other lead generation sources that don't use Traffic Cop too. For example, our client services team handles inbound calls. They create leads from these calls and reassign them. We would like to be able to use this same lead reassignment accuracy metric to measure their reassignments.

Any feedback would be great. Thanks!

All the best,
Andrew

 

[Josh_Hill13]

I would think you would need to do this in SFDC. You would need to track previous owner, current owner against the agreed assignment rules. I'd think this would be hard to do inside Marketo though.

[Anonymous · Accepted solution]

Track Field History on Lead Owner, then run an SFDC Report on Field Changes.