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?
Community Discussion
No comments yet. Be the first to start the discussion!
Community Discussion