Thanks for your video! There’s still one question left for me, after watching yours and many other videos: If I understand right the sales team comes into this process, if we are in the conversion stage (before marketing is caring about nurturing etc. )
Hey Lisa. Thank you for asking your question. I'm sure other people are wondering the same thing. Yes, a salesperson is the one that does the converting of a Lead into an Account, Contact and Opportunity. Prior to Lead conversion, you have flexibility on whether marketing or sales or both is engaging with the Lead. In most sales funnel models, Marketing owns the lead first and then passes it to Sales (MQL - Marketing Qualified Lead). Then, the salesperson will look at the lead, maybe give them a call or send an email, and based on that interaction they'll convert it into an Opportunity (SQL - Sales Qualified Lead). Hope that helps!
Hey Mo, you'll need a custom Apex class to do automatically convert a lead. You can then trigger that class with a Flow. I've had great success with this tutorial: automationchampion.com/2020/12/01/auto-convert-marketing-qualified-leads/
Thanks for your video! There’s still one question left for me, after watching yours and many other videos: If I understand right the sales team comes into this process, if we are in the conversion stage (before marketing is caring about nurturing etc. )
Hey Lisa. Thank you for asking your question. I'm sure other people are wondering the same thing. Yes, a salesperson is the one that does the converting of a Lead into an Account, Contact and Opportunity.
Prior to Lead conversion, you have flexibility on whether marketing or sales or both is engaging with the Lead. In most sales funnel models, Marketing owns the lead first and then passes it to Sales (MQL - Marketing Qualified Lead). Then, the salesperson will look at the lead, maybe give them a call or send an email, and based on that interaction they'll convert it into an Opportunity (SQL - Sales Qualified Lead).
Hope that helps!
Hey Brian, how do I auto convert a lead if I have a certain qualified field or feature?
Hey Mo, you'll need a custom Apex class to do automatically convert a lead. You can then trigger that class with a Flow. I've had great success with this tutorial: automationchampion.com/2020/12/01/auto-convert-marketing-qualified-leads/
Appreciate it Brian, sounds like you’re busy. Hope all is well.
Awesome
Thank you for watching!