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New Campaign: Lead Follow Up

Question asked by Bethany Dunich on Mar 31, 2017
Latest reply on Mar 31, 2017 by Grégoire Michel

We are looking to set up a campaign that monitors how quickly our sales team is following up on leads. This is what we want to achieve:

 

It is a business rule that our sales team must follow up with leads when the lead reach a lead score of 50 points within 24 hours. At the end of the month we want to report on each sales person and say they followed up with X amount of leads in 24 hours, and did not meet this criteria for X amount of leads. Is something like this possible to set up? Is there any best practices for this scenario that might work better?

 

My initial thought was to create a task in SFDC every time a lead reach 50 points. They sales person must acknowledge that task within 24 hours.

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