CRM created leads as SALES channel? | Community
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A
Anonymous
February 9, 2015
Solved

CRM created leads as SALES channel?

  • February 9, 2015
  • 4 replies
  • 2440 views
Does anyone place NEW LEADS created in the CRM (by sales) into a dedicated program, with a channel like "SALES-OUTBOUND" ? I noticed in the Marketo webinars on analytics they have a dedicated channel set up, and I'd like to assume this is not a bad practice. Any thoughts? 
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Best answer by Tara_Petre
We use a Sales generated channel and have campaigns listening for sales created with a source of SFDC, we then mark them with the appropriate acquisition program, source and source detail.  

We use an inclusive analytics behavior for this channel with 2 possible statuses (member and engaged) with engaged being th success.  We always mark them as member to avoid capturing false successes in our reports.

4 replies

A
Anonymous
February 10, 2015
Perfect, we'll mimic your ideas here. Thanks Tara. 
Tara_Petre
Tara_Petre
New Participant
February 9, 2015
A success in this channel is 'engaged,' however, we don't actually mark leads in the sales generated channel with a success.  They can be successful within other programs, but being created isn't considered a success within our organization.

Hope this helps!
A
Anonymous
February 9, 2015
Thanks Tara! This is exactly what I envisioned. Curious: What do you define as your success trigger for this campaign? 
Tara_Petre
Tara_PetreAccepted solution
New Participant
February 9, 2015
We use a Sales generated channel and have campaigns listening for sales created with a source of SFDC, we then mark them with the appropriate acquisition program, source and source detail.  

We use an inclusive analytics behavior for this channel with 2 possible statuses (member and engaged) with engaged being th success.  We always mark them as member to avoid capturing false successes in our reports.
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