Great way to categorize and distribute leads in Salesforce
May 16, 2017
Great way to categorize and distribute leads in Salesforce
Score 9 out of 10
Vetted Review
Verified User
Software Version
Standard
Modules Used
- Marketo Sales Insight
Overall Satisfaction with Marketo
Marketo is currently used by our marketing and sales teams to categorize and distribute leads based on quality and recent activity. The marketing department uses it to build high-level reports on the campaigns they run. The sales team uses it to allocate their time most efficiently and follow up quickly with leads requesting information.
- The "Interesting Moments" Tab is an amazing live feed of lead activity. You can quickly see what your prospects have been researching and better prepare for calls.
- The "Priority" rating system gives me the ability to quickly look at a large group of leads and know who to call first.
- Integrates seamlessly with salesforce.
- Behavior scores are complicated and by nature different for each organization. Not sure if it is just an internal issue but sometimes good leads will be routed incorrectly. For example, if a lead using a gmail.com email address requests a demo in our online portal it might not be rated high enough by Marketo to get distributed to the sales team.
- Lead Management
- Prospecting / New Business
Marketo plays a very important role in prospecting and new business growth. I use it daily to track and gain insight on leads I'm currently working.
I have worked at two companies that have both used Marketo in tandem with salesforce.com. I have not seen a competitor that comes close to Marketo.
Less than 10,000