QuestionQ6

Section 2B: Marketo Campaign Architecture Design

Unicorn Fintech uses Salesforce together with Adobe Marketo Engage and wants to redesign the lead sync and lead routing rules for new leads generated through Marketo Engage forms. The Marketing Operations Manager must build new automation with the following requirements:

  • Leads must reach a minimum lead score of 50 before being synced to Salesforce for Inside Sales follow-up.
  • Before syncing to Salesforce, every lead must have a minimum data set consisting of lead source and country.
  • The Inside Sales Managers in each region cannot agree on a single global process for assigning leads to Inside Sales reps once the leads are created in Salesforce; they want the flexibility to decide the assignment process at the country level.

What is the most appropriate, scalable process for the Marketing Operations Manager to build?

  • A Include country as a form field, use a hidden field to populate lead source, trigger the sync immediately, and assign to a country lead queue
  • B Include country as a form field, use a hidden field to populate lead source, trigger the sync when the person reaches 50 points, and assign to a country lead queue
  • C Use inferred data to populate the country field, use a hidden field to populate lead source, trigger the sync when the person reaches 50 points, and assign to an Inside Sales rep
  • D Use inferred data to populate the country and lead source fields, trigger the sync immediately, and assign directly to the Inside Sales Managers in each region
Explanation

Country should be captured as an explicit form field to reliably guarantee that data point exists, while lead source can be reliably auto-populated via a hidden field tied to the form/program rather than relying on inferred data, which is not guaranteed to be accurate or present. The sync to Salesforce should be triggered only once the lead reaches the required score of 50, satisfying the qualification gate before Inside Sales follow-up. Because the regional Inside Sales Managers want country-level control over rep assignment rather than a single global rule, leads should be routed to a country-specific lead queue in Salesforce upon sync, allowing each region to manage its own internal assignment process from that queue rather than forcing a single global assignment rule or assigning directly to a specific person.

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