How do you capture and display the last lead activity so sales knows what caused them to become a MQL?

Anonymous
Not applicable

How do you capture and display the last lead activity so sales knows what caused them to become a MQL?

When we have an MQL, we set the last Interesting Moment to identify this milestone, but sales wants to see the very last touch that qualified them as MQL. I know they can look this up in the IM history of SFDC, but our email alert displays the Last IM that sales uses to follow up immediately or to wait when they have the time. What do you do to address this? Is there any way to add the last activity (opened/clicked email, filled out form, multiple website visits, etc.) to the email?
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Josh_Hill13
Level 10 - Champion Alumni

Re: How do you capture and display the last lead activity so sales knows what caused them to become a MQL?

The {{Lead.Last Interesting Moment Desc}} is the best item.

If you have set it up correctly, that will  be the last campaign info or last action. You can also use a campaign to set Program Name to Last Campaign Response (custom field).

If you synced SFDC Campaigns, they can also look at that.

Scores should also be visible to them in Sales Insight.
 

Frankly they should worry more about the entire history than the last response.

Anonymous
Not applicable

Re: How do you capture and display the last lead activity so sales knows what caused them to become a MQL?

@Josh, can you clarify your statement "campaign to set Program Name to Last Campaign Response"? This sounds promising.