4 Replies Latest reply on Jul 3, 2017 12:55 PM by Drew Smith

    Best Practices for Handling Leads that Return with an Interest in New Products

      Our company has traditionally viewed a lead as an event where a person expresses interest in one of our products by completing a web form, conducting a web chat, or by expressing interest at a trade show. We recently began using Marketo and capture inbound leads and pipe them directly into Marketo. Using an API call we then pull lead data into a MySQL database that is the backing for a lead distribution and tracking system.  Since Marketo uses a lead's email address as the unique identifier and de-duplicates on the email address, we have been having problems identifying new leads based on our definition (i.e. Mr. Smith expressed interest in 2015 in product A and is now expressing interest in product X, both are considered unique leads).  We are considering using the Activity log to identify new leads from previous contacts.


      Do any of you use a similar approach to defining and identifying leads?  If so, how do you approach this?  Or do you know of any subject matter experts that we can contact?


      Thanks in Advance,

      John Crumpton

        • Re: Best Practices for Handling Leads that Return with an Interest in New Products
          Gerard Donnelly

          Hi John Crumpton,


          I think this is a huge topic and something that will be hard to answer in a forum post.  Firstly you need to work with sales to establish exactly what a Marketing Qualified Lead is and what a Sales Qualified Lead is.  If someone downloads a piece of content are they really at the stage of contact from a sales rep, (they might be in the research phase still, top of the funnel).  Do you have nurture campaigns set up that feed people content until they reach a certain score? Do you have a scoring system in place? I would advise The Definitive Guide to Lead Scoring  as a good resource to start.


          I would also consider creating extra fields in your Marketo database and mySQL database. Examples would be "first content downloaded", "most recent content downloaded".  Every time someone downloads content (fills in a content form) I would populate those fields in the Marketo flow steps with the name of the content.  In Marketo you can block updates to the field "first content downloaded" if it already had a value (person had previously downloaded content).  This set up would at least let you see what the first and last pieces of content was they downloaded and keep it attached to one record. 


          You could also try setting up alerts in your programs so that sales would receive an email with the lead details and the latest thing they did.


          I think the issues you are having are to do with how your database schema and how your company is storing information on a lead/contact.  It sounds like the MQL/SQL definition field is stored on the same table as the lead details.  They should really live in a separate table along with a date and time etc and just share a primary key.  That way a single lead could have multiple definitions.


          I hope that gave you something to go on.





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          • Re: Best Practices for Handling Leads that Return with an Interest in New Products
            Drew Smith

            Hi John,


            Gerard asks some great questions above. In addition to those, I would want to know why you have that definition of unique leads. Is this because your sales teams are aligned to products, and therefore you are assigning different sales reps to those unique leads due to the different products? Also, I would want to know more about how your system assigns these leads to sales. Is it like SFDC where you have a sales owner per record? Or is ownership expressed through a series of tasks and/or activities?


            These are some questions that would need to be answered in order to devise a solution.



            Drew Smith