Setting Up an Effective Lead Lifecycle in Marketo for a Cloud-based Software Provider

The customer provides innovative cloud-based solutions to improve educational outcomes and simplify school operations.

Their objective was to illustrate the current state of lead flow, define each stage of the lead lifecycle with a comprehensive and visually intuitive diagram, and delineate the criteria for moving leads from one stage to the next.

In addition to this, they wanted to implement a lead lifecycle model and scoring system that assigns lead scores based on the likelihood of buying.

Download this success story to learn how we assisted the customer in:

• Effective Lead Prioritization
• Streamlined Lead Management
• Improved Sales-Marketing Handover