Measuring Number of MQLs and % Converted to Contacts | Community
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A
Anonymous
July 27, 2015
Question

Measuring Number of MQLs and % Converted to Contacts

  • July 27, 2015
  • 1 reply
  • 1633 views

Background

One metric our leadership team wants to see is the number of leads we pass sales (marketing qualified leads) and the % of those that are converted to contacts. I am having a difficult time creating a dashboard component in SFDC that shows these metrics and an hoping for some help. I know I can easily see a snapshot of leads that are currently Marketing Qualified, but is there any way to capture total leads that have ever been Marketing Qualified in Salesforce?

Details You Need to Know

  • We use the field "Lead Status" equals "Marketing Qualified"
  • Another helpful field is "Create User" equals "Marketo"

To measure this in Marketo we use this workflow

  • Smartlist Trigger: "Score is Changed, New Score over 100"
  • Flow: "Change Data Value (lead status) to Marketing Qualified;" Add to list "Marketing Qualified Leads" and Sync to SFDC

By adding these leads to a list, we are able to see total number of leads who have become Marketing Qualified. I want to apply this approach to our Dashboards in Salesforce but haven't found a solution.

We do not sync the program to Salesforce. Any ideas?

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1 reply

Josh_Hill13
Josh_Hill13
Level 10
July 27, 2015

A better method is to use RCM and RCE. Jeff Coveney and I talked about various methods in our talk back in April. go to Sessions – The Marketing Nation Summit, April 13-15, 2015 – Marketo  and look for us. I think it is under "A tale of two lifecycles"

Your list will help, but SFDC is hard to build historical data like this. RCE is much better, or other tools.

A
Anonymous
July 28, 2015

Thanks Josh. We don't have RCE. If we did have it, is there a way to incorporate that data in a Salesforce dashboard? How are the numbers communicated to executives?

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