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So you've created that perfectly qualified lead in your CRM ... but what information does the account manager get to see?

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We are generating some lovely qualified leads in to our CRM (happens to be salesforce.com) which can be routed for telequalification or assigned directly to the account manager.

What I see on these lead records is very limited information.  Yes, the contact & company name and details are present, but nothing has been captured on what has qualified this contact as a lead: nothing on the forms submitted, documents downloaded, web pages visited or the emails sent.

In short, nothing which tells the account manager what activity precipitated the lead or what their opening engagement could be.

 

So two questions:

1)  is your lead practice to deliver qualified leads with all/some/none of this information included?

2)  is there extra configuration needed in Eloqua to populate the lead description with this information?



That's it.  Thank you for any advice.


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