QuestionQ16

Section 2A: Marketo Data Architecture Design

Unicorn is rebuilding its Revenue Cycle Model (RCM) to move away from the generic Marketable model, aiming for a model that more accurately reflects its customer journey.

While building out the RCM, Unicorn discovers that several of its "Skips" (customers who initially engage with Unicorn but then "skip" to receive services directly from a consortium bank) appear only at the Engaged phase due to scoring, before later reappearing as a 'Closed Won' opportunity in the CRM.

As the CRM syncs these Closed Won opportunities back, how should this customer journey be represented in the Revenue Cycle Model?

  • A The “Skips” should have specific stages in the success path that are the equivalent of MQL, SAL, and Opportunity, but with “Skips” labelled.
  • B Manage the “Skips” quickly by moving them through each stage of the Success Path from engaged to ‘Closed Won’ once identified
  • C The “Skips” should have a detour arrow above the Success Path that moves them directly from ‘Engaged’ to ‘Closed Won’.
Explanation

In Marketo's Revenue Cycle Explorer methodology, the Success Path represents the standard sequence of lifecycle stages that most leads pass through. When leads exhibit anomalous behavior—such as jumping directly from an early stage to Closed Won without passing through intermediate stages like MQL, SAL, or Opportunity—this is modeled using a detour arrow drawn above (separate from) the main Success Path, connecting the two actual stages involved (here, Engaged directly to Closed Won). This approach accurately captures the true, non-standard journey these 'Skip' leads take without artificially forcing them through stages they never actually reached, and without corrupting the standard Success Path stage definitions used for the majority of leads.

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