Best practices for manual stage changes | Community
Skip to main content
Kelly_Schmid3
Kelly_Schmid3
Level 4
February 20, 2017
Solved

Best practices for manual stage changes

  • February 20, 2017
  • 3 replies
  • 3101 views

I'm rebuilding our revenue model and using all manual stage changes in our revenue model to allow for more flexibility/visibility into lead moving through our funnel. As I work through this, is it best practice to have a smart campaign for every fast track, detour or dead end or can I lump some together? For example, I was planning to lump all fast tracks - MCL, MEL, MQL ---> Opportunity or should I break them all out separately - MCL ---> Opp / MEL ----> Opp / MQL ---> Opp? Does it just depend on reporting needs? We will be doing all of our reporting from SFDC and will get all this information from custom fields.

This post is no longer active and is closed to new replies. Need help? Start a new post to ask your question.
Best answer by Dory_Viscoglio

We do them in batches lumped together as you have suggested. We also have timestamps for all of the stages so that we can see when an individual moves to a certain stage, or an account. Those are all based on first & most recent dates. Sooo, there are a lot of timestamps that we use for all of our reporting. The funnel information is more to identify errors/gaps in our data, and some high level metrics.

3 replies

Dory_Viscoglio
Dory_ViscoglioAccepted solution
Level 10
February 22, 2017

We do them in batches lumped together as you have suggested. We also have timestamps for all of the stages so that we can see when an individual moves to a certain stage, or an account. Those are all based on first & most recent dates. Sooo, there are a lot of timestamps that we use for all of our reporting. The funnel information is more to identify errors/gaps in our data, and some high level metrics.

gkrajeski
gkrajeski
Level 10
February 22, 2017

Agreed 100% on timestamping so you have a data point to use in reporting down the road.

But also, in the future it will help you prove any accelerated velocity through the funnel as a result of your efforts, or to parse out by channel to see if there are some that perform better.

A
Anonymous
February 28, 2017

I would agree I think it is fine to lump various transitions together. I would suggest keeping your detours and dead ends tracked separately. Also, if you have any return loops, I would also track those separately. For instance, if a lead can become an MQL (normal path), then be Rejected ("Dead End"), and can still come back into the funnel (Return) as an MQL organically, you should have two separate MQL campaigns. For example:

Anonymous / Prospect / Engaged --> MQL

Rejected --> MQL

I would also highly recommend the use of date stamp fields to track when a lead first enters into each revenue stage.

Michelle_Miles3
Michelle_Miles3
Level 5
March 1, 2017

I agree with lumping them together if you have the same flow actions regardless of where they're coming from. I feel that is more scalable and fewer leads slip through the cracks than when you try to over-define things. Consider whether or not you want to "force" leads to go through stages or if they can skip them. IE someone requests a demo immediately going from known to MQL, bypassing engaged. In your flow action, do you want them to go through engaged for a minute before hitting MQL? It depends on what you want your reports to look like.

Michelle Miles
Terms & ConditionsAccessibility statement

Loading footer...