Skip to main content
Does anyone have any best practices/suggestions/tips to share with using Marketo Lead Scoring and SFDC as well as Marketo Interesting Moments and SFDC

 

We are beginning to research/test this

 

Thanks

 

 
5 answers
  1. May 7, 2015, 6:31 PM
    Well, we have pulled lead score (all three of the ones we use) into the reports our sales team uses to prioritize leads. That's about all you can do from the SFDC side. From the marketing side, your marketing department should work with the sales team to determine what powers lead score - we found our sales had a better feel for the value of certain activities than we as the marketing department did. Marketing and Sales should also work together to determine what kinds of Interesting Moments are valuable. I don't necessarily know that there's a true "Best Practice" - it's so dependent on what information is valuable to your sales team and what's going to make it easier for them to do their jobs. I'm happy to talk about it more if you'd like. 
0/9000