5 Replies Latest reply on Jan 24, 2013 6:25 AM by 22643

    Can you Round Robin Web Leads?

    Eva Maloney
      Hello!

      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!
        • Re: Can you Round Robin Web Leads?
          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.
          • Re: Can you Round Robin Web Leads?
            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?
            • Re: Can you Round Robin Web Leads?
              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

              Hope that helps!
              Drew

              • Re: Can you Round Robin Web Leads?
                Drew, how mamny Sales Team x's do you have?  What is the significance of "16"?
                • Re: Can you Round Robin Web Leads?
                  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.