Lead and lead state details status
It is a two part question on the State of conduct and lead the details of situation. We are about to revise our current model in SFDC.
First of all, if you are tracking MQL, SAL, SQL, SQO, do you rely on your CRM drive State and details of the state drive to differentiate the prospects who agreed sales or sales qualified by result status such as Open, work, committed? If 'no', how are you going to do it?
Then, here is the revised lead the statutes (in blue) and details of situation lead before us. Are there statutes obvious lack?
Working | Committed | Enrich (culture) | Partners | |||
1st attempt to contact | BANT appeal at the request | Future calendar (contacted but not a SAL) | Application of accepted partner | |||
2nd attempt to contact | In the Conversation |
Future needs (contacted but not a SAL)
Partner request denied
3rd attempt to contact
Planning meeting
Future Budget (contacted but not SAL)
No attempt to contact
Awaiting response from the customer
Lack of Contact Info
The Contact Search
Awaiting response from the customer
No answer
Work of PH
Disqualified
Purge
Convert
Prospecting
Competitor
Bad Contact Information
Convert to partner
Account name
Best practices survey
Invalid company information
Converted to Contact (existing possibility)
Enriched Ph
No Contact Center
Duplicate record
Converted to opportunity
REP selected
No decision maker / influencer
No longer works
Outside Service area
Out of business
These recent ACD / IVR purchase
Name of the vendor
Too small
WFO only
Hi, Kim. Thank you for your thoughtful response. Looks like you've been down this road before and your insight is appreciated. Follow a few answers/clarification:
- Open the report - I don't understand the above, but there isn't. Open (without details) is the default value. Our plan is to implement something similar to what you did; after XX days intact, "resume" and return to a flow of feed.
- Work situation - this status allows officials to hold the wires in their queue, without worrying about "recovery" we have SLAS in place that limit the duration of that recording can sit in the work, but these SLA is not forced, rather through reports of aging Rep systemattically. If some representatives sit on the job too long, then they will get a call from their boss. No automatted 'come back' in the case of 'work '.
- Excellent point on the dependecy necessary to lead State detail for lead status = Enrich. I make sure to drive retail for committed State.
- Status of committed - it seems actually a SAL and teams were. In our version of a report for the pipeline reach and waterfall, anything before Engaged is considered a MQL, suspicious or investigation. Change in lead to 'Committed' to 'Open' or 'Work' status indicates that it is accepted sales.
I am happy to know that you (and probably others) rely on status of lead and lead State detail to differentiate what is accepted by sales, and what is simply the collection of dust. I wasn't sure if there was a better way. Now, I am more confident in what we do.
Thank you and have a great Friday.
J
Tags: Marketers
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2
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14-
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