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Sales Created Leads Question

Question asked by Jason Alford on Dec 12, 2018
Latest reply on Dec 14, 2018 by Augie Kuron

Hi,

 

Just looking for a Marketo user to bounce this idea off of.

 

In our lifecycle that we're about to kick off soon we have an entry way set up for leads that were created by sales reps (one off's in case they run into a random person who is interested in purchasing).

 

Currently we have a smart list that catches these leads as they come from SFDC and as they hit Marketo they are immediately assigned to a smart campaign and that assigns the stages related to Sales Accepted Leads.

 

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So our flow now for these leads is:

Program Status: Sales Accepted

Revenue Cycle Stage: Sales Accepted

Revenue Stage: Sales Accepted

 

However I'm thinking it makes sense to make use of the sales created revenue stage we have here and setting the flow to:

 

Program Status: Sales Created

Revenue Stage: Sales Created

Program Status: Sales Accepted

 

Revenue Cycle Stage: Sales Accepted

Revenue Stage: Sales Accepted

 

No wait steps. I figure this way we can better report on the leads that were sales created. The inflow outflow of all these leads should be all of them as there isn't anything to hold them up from sales created to sales accepted.

 

Just looking for thoughts here...

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