Is there a way to tracking time in each revenue stages to compare to SLA? | Community
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A
Anonymous
December 30, 2014
Question

Is there a way to tracking time in each revenue stages to compare to SLA?

  • December 30, 2014
  • 2 replies
  • 921 views
We have an SLA with our inside sales team that they are supposed to contact each lead within 30 minutes (preferably 5 minutes) of a form coming in. We are looking at creating a report to review they are doing on that. Is there a good way to see how long a lead stayed in a particular stage? We are most interested in seeing how long a lead went from "Marketing Qualified" to "Inside Sales in Progress".

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2 replies

Josh_Hill13
Josh_Hill13
Level 10
December 30, 2014
You will have to use a set of fields to timestamp the entry and exit points for each stage and then calculate the time of duration. Marketo can do the timestamp based on a trigger of the entry/exit. It's best to use SFDC to run the duration calculation.

Is Sales using Lead Status or something else to let you know they took the necessary action?
 
A
Anonymous
December 30, 2014
I feel like a celebrity responded to my post :) Thanks Josh.

Yes, we use lead statuses and we sync with SFDC. When a lead is created by a form, it is set as Marketing Qualified. When our inside sales team accepts the lead and begins communicating with the lead, they change the status to Inside Sales in Process using SFDC.

I was able to run an SFDC Lead History report and then manually use excel to track the change in time stamps, but that was a lot of manual work. I was wondering if there is an easier way that I didn't know about.
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