3 Replies Latest reply on Apr 6, 2017 2:21 PM by Grégoire Michel

    Lead Owner Best Practices

    Bethany Dunich

      We currently have several campaigns set up in Marketo. Each of these campaigns belongs to a specific product person – that product person should be the lead owner. We are running into an issue, where one lead might fill out forms for multiple campaigns. I am looking to find best practices on how to handle this situation.

        • Re: Lead Owner Best Practices
          Grégoire Michel

          Hi Bethany,

           

          Please move this question to Products where it belongs. The specified item was not found. is for generic marketing questions. Read here to learn more. And yes, this is confusing, as Sanford would write

           

          -Greg

          • Re: Lead Owner Best Practices
            Darrell Alfonso

            Are you running into alert issues? Or reporting issues?

             

            If it is sales alert issues, you could create smart lists for each product person with all of their leads, and then use the send sales alert, but use a constraint that says member of smart list = that product person.

            • Re: Lead Owner Best Practices
              Grégoire Michel

              Hi Bethany,

               

              Product driven sales orgs do not cohabit well with Marketing Automation and the associated concept of Person unicity

               

              Imagine you create separate entries for each request that is made: you have the risk that the same person is being called by 2 or more sales reps form the same company (yours) in a short time frame. Not really a very good user experience, don't you think?

               

              You will need to find a way to set up some priorities. These can be:

              • The lead is assigned to the product sales rep based on the product for which the person entered the first form (in time)
              • You compute product based scores that combine not only the filled out from but also visited pages and you assign the lead to the product sales on the basis of the highest scores

               

              In any case, sales will have to get used to the fact that they should look into the passed activity (this is were MSI + interesting moments come handy) and adapt their pitch, and also learn how to collaborate.

               

              -Greg

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