Skip to main content
A
Anonymous
December 8, 2015
Question

Inbound Lead Management for Sales

  • December 8, 2015
  • 1 reply
  • 1566 views

We are trying to develop a method where our Inbound Sales Dev Rep can work off 1 view in Salesforce. We want all inbound leads (which currently only come from Marketo Forms) to go into a view regardless of whether they are new leads, had already become a lead months ago and are coming back in, or are existing contacts in salesforce that fill out form. 

The Problems We Are Facing:

a) Salesforce Views can only be for lead or contacts, not both.

b) If a contact in SFDC fills out a form, they don't show up in our lead view for our Inbound SDR Rep (lead left behind)

c) Email Alerts are not a viable solution. They can easily get lost in the noise of someone's inbox

d) We don't want to use Create Tasks for inbound leads.

How are you managing Inbound Leads for your SDR?

Can anyone share what they are doing to make this work?

Thanks!

This post is no longer active and is closed to new replies.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

1 reply

J
Adobe Employee
JohnCl9Adobe Employee
Adobe Employee
December 8, 2015

Could you add all incoming leads to a specific SFDC Campaign?

The only other options I could think of would have been Email Alerts and Creating Tasks.

John

A
Anonymous
December 8, 2015

Thanks, John! We've considered that. Is that what you do and does it work well for your inbound SDR team?

J
Adobe Employee
JohnCl9Adobe Employee
Adobe Employee
December 8, 2015

I'm in Marketo support, so I don't actually work with Sales.

Speaking from a possibilities stand point though, I think that's going to be your only option if you want a single view for your Salespeople.

John

Terms & ConditionsAccessibility statement

Loading footer...