Suggestions on different types of MQL alerts? | Community
Skip to main content
Darrell_Alfons2
Darrell_Alfons2
Level 10
March 30, 2017
Solved

Suggestions on different types of MQL alerts?

  • March 30, 2017
  • 1 reply
  • 1788 views

One of our markets is asking for more specific MQL alerts. We currently have MQL based on a lead score threshold for leads, but are looking to potentially add:

  • Alert to owner when a Contact (account type = prospect) reaches a threshold
  • Alert to owner when a Contact (account type = client) reaches a threshold (upsell opp)

Basically to let sales & account management know it is time to re-engage.

Do others have several notifications like this in place? If so, what else? Or are there more elegant ways of doing it? Also, would love thoughts on email alerts vs. tasks.

Thanks!

This post is no longer active and is closed to new replies. Need help? Start a new post to ask your question.
Best answer by Grégoire_Miche2

HI Darrell,

What CRM are you using? On SFDC, for contacts, we usually create tasks (and have the CRM notify the task owner), while for leads we assign them to specific lead queues and let SFDC alert the queue members.

Another possibility is to create a dedicated "call back" campaign. You create one such campaign for each person or group of person in charge of MQL leads. The pro of this is that:

  • You can assign both leads and contacts in the campaign
  • The campaign can have specific member statuses to manage the qualification process (new, attempt, contacted, qualified, ...)

The drawback is that no one will be alerted by default, but you could configure some process builder in SFDC or use a Marketo alert to send an alert to whoever is in charge.

-Greg

1 reply

Grégoire_Miche2
Grégoire_Miche2Accepted solution
Level 10
March 30, 2017

HI Darrell,

What CRM are you using? On SFDC, for contacts, we usually create tasks (and have the CRM notify the task owner), while for leads we assign them to specific lead queues and let SFDC alert the queue members.

Another possibility is to create a dedicated "call back" campaign. You create one such campaign for each person or group of person in charge of MQL leads. The pro of this is that:

  • You can assign both leads and contacts in the campaign
  • The campaign can have specific member statuses to manage the qualification process (new, attempt, contacted, qualified, ...)

The drawback is that no one will be alerted by default, but you could configure some process builder in SFDC or use a Marketo alert to send an alert to whoever is in charge.

-Greg

Terms & ConditionsAccessibility statement

Loading footer...