4 Replies Latest reply on Mar 1, 2017 1:51 PM by Michelle Miles

    Best practices for manual stage changes

    Kelly Schmid

      I'm rebuilding our revenue model and using all manual stage changes in our revenue model to allow for more flexibility/visibility into lead moving through our funnel. As I work through this, is it best practice to have a smart campaign for every fast track, detour or dead end or can I lump some together? For example, I was planning to lump all fast tracks - MCL, MEL, MQL ---> Opportunity or should I break them all out separately - MCL ---> Opp / MEL ----> Opp / MQL ---> Opp? Does it just depend on reporting needs? We will be doing all of our reporting from SFDC and will get all this information from custom fields.

        • Re: Best practices for manual stage changes
          Dory Viscogliosi

          We do them in batches lumped together as you have suggested. We also have timestamps for all of the stages so that we can see when an individual moves to a certain stage, or an account. Those are all based on first & most recent dates. Sooo, there are a lot of timestamps that we use for all of our reporting. The funnel information is more to identify errors/gaps in our data, and some high level metrics.

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          • Re: Best practices for manual stage changes

            I would agree I think it is fine to lump various transitions together. I would suggest keeping your detours and dead ends tracked separately. Also, if you have any return loops, I would also track those separately. For instance, if a lead can become an MQL (normal path), then be Rejected ("Dead End"), and can still come back into the funnel (Return) as an MQL organically, you should have two separate MQL campaigns. For example:


            Anonymous / Prospect / Engaged --> MQL

            Rejected --> MQL


            I would also highly recommend the use of date stamp fields to track when a lead first enters into each revenue stage.

            • Re: Best practices for manual stage changes
              Michelle Miles

              I agree with lumping them together if you have the same flow actions regardless of where they're coming from. I feel that is more scalable and fewer leads slip through the cracks than when you try to over-define things. Consider whether or not you want to "force" leads to go through stages or if they can skip them. IE someone requests a demo immediately going from known to MQL, bypassing engaged. In your flow action, do you want them to go through engaged for a minute before hitting MQL? It depends on what you want your reports to look like.