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A
Anonymous
September 10, 2013
Solved

Managing leads with external telemarketing agencies

  • September 10, 2013
  • 2 replies
  • 1005 views
We have a very manual process today where we send weekly excel reports to external telemarketing agencies to nurture and send back. Then they use a Marketo form to submit the opportunity/meeting and the sales admin manually converts the lead to an opportunity.

We need a way for them to gain access to leads and create opportunities.

Does anyone have any recommendations on how to handle this? I have a feeling it might need to be through the salesforce portal of somesort.

Thanks in advance!

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Best answer by
- Most logical would be to set up a partner portal in Salesforce. It grants them access to their leads and activities.
- Another way to at least store some activity is to grant them access to Marketo and run their campaigns on your system.
- You could also have them use the SOAP API and connect it with their system (this is really advanced).

2 replies

A
Anonymous
September 11, 2013
Thanks for the feedback Diederik! Will provide these options to the team.
A
Anonymous
Accepted solution
September 11, 2013
- Most logical would be to set up a partner portal in Salesforce. It grants them access to their leads and activities.
- Another way to at least store some activity is to grant them access to Marketo and run their campaigns on your system.
- You could also have them use the SOAP API and connect it with their system (this is really advanced).
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