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Marketo to SFDC integration - Lead Process?

Question asked by 0a298a805179541da2ad74257eb6262d4431f94c on Jul 29, 2015
Latest reply on Aug 6, 2015 by f17cfaf4e34f90f8fa4c055088a106d81c0258cf

For the purpose of this question the "Leads" I will refer to here are MQL (Marketing Qualified Leads)


As a company we do a lot of lead generation both for new sales and add on sales to existing customers. We use both Marketo and SFDC which are integrated. I am looking for some best practices in terms of passing leads to our sales team. For new sales we have a lead gen team who physically pass the leads via a SFDC process. For add on sales we want this process to be automated. Our biggest problem is tracking the full process as Marketo deals in "leads" which are essentialy contacts and SFDC deals in Accounts. Our existing process involves creating an automated SFDC activity with Marketo that the Sales rep has to follow up on, if they qualify it they then create a SFDC Opportunity and we track the lead via the initial contact/lead that triggered the potential sale. The problem with this process is that we have to rely on the sales rep to actually attach the contact to the opportunity other wise the link, so to speak, is broken between the 2. Many of the accounts have tens of contacts on them, so even though this particular one may have triggered the lead, it might never find its way onto the opportunity unless the rep makes a concerted effort to add it. Ideally I would create a trigger via Marketo that would put a tag onto the opportunity but since Marketo can't edit an opportunity that isn't an option. I have also tried to work with our SFDC admin to try and see if I could use marketo to trigger a SFDC workflow that would do what I want but he doesn't seem keen on the idea. I also thought that the opportunity could have a check box that asked if it was marketing originated or not and if checked yes it would require the originating lead to be attached by the sales rep while creating the opp, I was told that this to was not possible.


Does anyone have a way to bridge this gap? I'm also open to a completely new lead passing process. My biggest requirement is it has to be simple, robust and automated as much as possible.