Revenue Cycle Model | Community
Skip to main content
Erik_Eaton
Erik_Eaton
Level 3
October 18, 2017
Question

Revenue Cycle Model

  • October 18, 2017
  • 1 reply
  • 2548 views

Hey Marketo Team!

I am updating our revenue cycle model to match that of salesforce and I am running into some trouble.

I am trying to add some rules between the stages.

Example:

Lead to MQL - Data Value change: Score is greater than 50

MQL to Stage Zero  - Trigger: Added to Opportunity, Opportunity is any.

I am running into trouble when I go from stage zero onwards

Stage Zero to Stage 1 - Trigger: Opportunity is Updated. New Value is ____ Old Value is _____. Unfortunately Marketo is not populating the new and old value fields. The new sales stages are already live and active in salesforce.

Any advice?

Cheers,

Erik

This post is no longer active and is closed to new replies.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

1 reply

Josh_Hill13
Josh_Hill13
Level 10
October 18, 2017

Just type in the values. Marketo either has too many records to populate fast or doesn't have those values yet.

Josh_Hill13
Josh_Hill13
Level 10
October 18, 2017

The other thing is you should drive most of this with Batch and Trigger campaigns, not within the Arrows.

The Arrow triggers should be:

  • Revenue stage is Changed from X to Y

Your Lifecycle Management Program should handle the question you asked above.

    Terms & ConditionsAccessibility statement

    Loading footer...