AnsweredAssumed Answered

Best Practices on Importing News Leads from an event

Question asked by Amy Vosko on Jun 13, 2018
Latest reply on Jun 13, 2018 by Jay Jiang

We are struggling with the most efficient and effective way to handle lists from events.

Often our post-event lists are a mix of existing contacts and net new leads.
When I have imported the list into Marketo, we struggle with auto-assigning the net new names to our SDRs;  they don't own the account, just the lead).

 

 

It seems like it's better to import the list into SFDC and then let Marketo handle the smart campaigns to manage progress.

Does anyone have a really streamlined way of handling these scenarios?

 

#drowninginspreadsheets.

Outcomes