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Kelly_Schmid3
Kelly_Schmid3
Level 4
January 16, 2015
Question

SDR outbound calling campaign success

  • January 16, 2015
  • 3 replies
  • 1113 views
HI all - wondering how people are handling any outbound calling campaigns for SDRs. We currently have a few SDRs that make outbound calls to qualify leads. We want to be able to track anyone that they actually talk to as a success (not lvm). I tried pulling - Activity is logged as call and Type = call (we also have lvm as type). However, since we can't filter by 'Type', we're having difficulty figuring out a way to track success. Does anyone have any ideas of how to do this?
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3 replies

Josh_Hill13
Josh_Hill13
Level 10
January 16, 2015
Another way is to have them update a Campaign Member Status in SFDC.

Alternatively, there could be a special status on the lead that triggers a success in Marketo.
Kelly_Schmid3
Kelly_Schmid3Author
Level 4
January 16, 2015
Yeah we had talked about member status, but it's not ideal to go from the lead record into the campaign member list and change each one as they get ahold of them.

If we used a special status on the lead, what trigger would we use for success in Marketo?
A
Anonymous
January 17, 2015
We use: "SAL - Connected" as a Lead or Contact Status in SFDC, and I know they have connected successfully. I timestamp for that stage becasue it typically is moved quickly to SQL or Nurture/Unqualified (w/reason).
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