SFDC/Marketo Users - Report on Leads Generated Not by Create Date

Anonymous
Not applicable

SFDC/Marketo Users - Report on Leads Generated Not by Create Date

I want to look at a couple things for lead reporting. The first is easy - leads generated which I just pull from create date. The second I am having some issues with. 

I want to see how many leads marketing generated in a given month that may or may not be new. What did we deliver to sales to call upon? Im thinking this is a SFDC report but trying to figure out the lead fields I could query to pull this. Create date in the month - yes. But what about everything else that qualfied? 

How are you reporting how many qualified leads - new or existing - were delivered to sales monthly?
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4 REPLIES 4
Anonymous
Not applicable

Re: SFDC/Marketo Users - Report on Leads Generated Not by Create Date

I created a timestamp field in Salesforce that Marketo updates when a lead hits MQL via a trigger smart campaign, and then I run a report on that field at the end of the month. Do this for all lead statuses you want to report.
Delinda_Tinkey1
Level 5

Re: SFDC/Marketo Users - Report on Leads Generated Not by Create Date

Like Jason, we have an MQL date field on leads. When they are converted to SQLs there is a separate date field for that, too.
Anonymous
Not applicable

Re: SFDC/Marketo Users - Report on Leads Generated Not by Create Date

We report qualifed leads to sales using the RCA. Our success path is created such that we have an SLA off of our success path for our "suspects" which are marketing leads directly pushed to sales. They have 14 days to change the status of these leads. Setting up our success path in this manner makes it super easy to pull a report to see who has/hasn't moved from there. 

You can then also pull coinciding SFDC reports for Sales Managers to have insight as to who has/hasn't moved along the success path, which we've found extremely helpful.

Anonymous
Not applicable

Re: SFDC/Marketo Users - Report on Leads Generated Not by Create Date

I tried RCA and success path and doesnt work for us. 

We have a date stamp on the Salesforce side as well but this doesnt help in this case because a lead could MQL, then become recycle, and MQL again but the stamp doesnt update. I need to see what leads were generated - new or existing - and what sales is doing with them.