offline activity - Aligning with Sales | Community
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A
Anonymous
June 12, 2014
Question

offline activity - Aligning with Sales

  • June 12, 2014
  • 5 replies
  • 1234 views
We are conducting a campaign where sales will follow up with phone calls as leads recieve marketing hrough various channels. I would like to assign a score for answering the phone, or based off the BANT discovered in the conversation. What is the best way to do this? Have someone manually change the score? 
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5 replies

A
Anonymous
June 12, 2014
I'd look at adding a unique score field that the sales folks use, or providing a set of Campaigns they can add leads to. Then you can use those changes within your existing scoring framework.
A
Anonymous
June 12, 2014
Where would that update that score - in a custom Salesforce field?

A
Anonymous
June 12, 2014
Yeah, I'd make a custom SFDC field for it.
A
Anonymous
June 12, 2014
Hi Josh,
when you for example have a field "Bant: Yes/No" which is synced to Marketo you could trigger field updates (or do a daily batch run) with the new value yes and assign points for it. Could be also more detailed by scoring each bant value or a combination with different score values.

Best regards

Steffen
Josh_Hill13
Josh_Hill13
Level 10
June 12, 2014
I would go with Steffen's example as it is easily triggered and easy for Sales to understand.


Campaigns could work but only if Salespeople really understand they need to Change the Member Status=BANT/Called/No Response/VM and you would then score on that.
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