3 Replies Latest reply on Aug 29, 2017 3:10 PM by Josh Hill

    Lead ratings in Marketo/SFDC

    Erica Griffiths

      Trying to run SFDC reports on lead ratings. Rating system (1-Hot, 2-Warm, 3-Nurture, 4-Member) in Marketo/SFDC

      How are you guys doing that? From the SFDC campaign? How? Differently? What fields do you use follow ratings?

      Does this happen from the Marketo side as we get leads in and loaded or from the SFDC side?

        • Re: Lead ratings in Marketo/SFDC
          Josh Hill

          Please look at Lead Scoring in docs.marketo.com and the Definitive Guide to Lead Scoring. It sounds like none of this has been setup yet.

            • Re: Lead ratings in Marketo/SFDC
              Erica Griffiths

              I don't mean Lead Scoring. This is more for a list of leads tied to a program/campaign. For example, if we had a lead list from an event, this rating system would show certain criteria- budget, authority, need, timeline etc. by way of rating them hot, warm, etc. I assume that this would involve Marketo at the point of list loading and if so, we are trying to figure out what fields to use and approach to take, specifically with Marketo and SFDC so Sales can report on which leads were the most important from certain campaigns.

                • Re: Lead ratings in Marketo/SFDC
                  Josh Hill

                  This is a lead scoring program because you'd have to create a smart list like

                   

                  Hot Leads = XYZ

                  Med Leads= ABC

                  Low Leads = not above. or whatever

                   

                  then change data value: Ranking=Hot

                   

                  so you need a new field Ranking=String type in both systems.

                   

                  then create the smart lists and workflow.

                   

                  When should this occur? Every day? Immediately?