6 Replies Latest reply on Apr 22, 2014 3:37 PM by Ari Echt

    Any easier way of assigning lead ownership

    Ari Echt

      We have a challenge that arises when bringing back leads from tradeshows and importing them into Marketo/SFDC that I was wondering if anyone has any suggestions, or better workflow. 

      We have a sales team structure of BDR's, AE's for midmarket, then Enterprise account executives. 

      Our auto-assignment rule for new leads puts them into a round robin for our BDR's. 

      I'm trying to determine the best way to check to see if tradeshow list leads who have not been converted to an account are from companies that have an Account in SFDC. If so, they should be assigned to Enterprise account exec account owner, not the BDR.

      I know of two options: 

      Option 1
      Have all leads assigned to BDRs and have them manually go through each lead and see if an account exists with that company name, and if so, assign to account owner. 

      Option 2: 
      Get spreadsheet list of tradeshow names
      Copy list of company names from spreadsheet 
      Paste into smart list: 
           filter #1: company name is (pasted list of company names)
           filter #2: account owner is not empty

      This returns a list of leads/companies on the tradeshow list that have an account need to have lead assigned to account owner. 

      Then setup smart campaign: 
      Trigger: added to list: contains "tradeshow"
      Flow: Change Owner
      Choice 1: if company name is "A", assign to lead owner for "A"
      Choice 2: if company name is "b", assign to lead owner for "b"
      Choice 3: if company name is "c", assign to lead owner for "c"....

      Neither option 1 or 2 is ideal. Just wondering if anyone else has any suggestions? 

      Thanks in advance for any input.