Upgrade the Business with smart Lead Assignment in Pardot | QR Solutions Pvt Ltd

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UPGRADE THE BUSINESS WITH SMART LEAD
ASSIGNMENT IN PARDOT
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A sales lead is a person or any organization
that has a high possibility of turning into a
customer. A lead is first identified through
trade shows, emailing and various other marketing
efforts. Every lead s interest is then examined
and determined to spot a potential client among
the many leads. So boiling it down, every stage
in a lead s l ife cycle is important for a
sales and marketing executive. From the very
first touchpoint of a lead till the step of
conversion into a customer, every step should
be given proper care and attention to ensure that
business remains upgraded. The process of Lead
Assignment The lead assignment can be understood
as the system controlling traffic. The traffic(
leads) are routed towards the sales
representatives. The marketing team passes a
marketing qualified lead to the sales team for
further nurturing. Lead assignment can get l
ittle convoluted based on the organization size,
number of incoming leads and number of sales reps
or other factors.
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How Leads are handled in a CRM In CRMs such as
Salesforce, there are pre- defined default
systems to assign the leads. A lead owner is
decided for all the incoming leads. This
system works well for the smaller sized
companies as the size of the company grows, we
can use lead assignment rules in Salesforce. Huge
brands and companies require a more complex and
advanced system to tackle the incoming
leads. The Precarious Part There is a plethora
of leads which come in wide range. Some leads
might not be useful for sales reps and they
might require more nurturing before being sent to
sales reps. The scenario becomes even more
complicated when a company is active in various
locations or regions and has different sales
reps for each region. In the absence of a proper
lead assignment process, there can be a case
when a sales rep is handling many leads at a
time and some other sales rep has no leads to
handle at all. Some important facts to ponder on
about lead assignments Only 25 leads are
legitimate and should advance to sales
Gleanster Research. Sales reps make 1 . 3 (
average) call attempts before giving up on a
lead. Companies with poor sales and marketing
alignment have a 4 revenue decline over a year.
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• How Pardot Comes in Picture?
• Pardot is a marketing automation tool which comes
  loaded with many unique tools and features. It
  provides various marketing solutions and it also
  has a feature to streamline the lead
  assignment process.
• The Pardot concept of Group allows leads to
  be assigned in Round Robin fashion. Below are
  the steps to achieve this in Pardot
• . A group of various sales representatives can be
  made in Pardot.
• . Now using any automation in Pardot we can
  assign a lead to any group based on some
  condition or set of rules.
• . The lead will be automatically assigned to
  any sales rep present in that particular group
  in a Round Robin way.
• What s New in Pardot?
• If you have an assignment logic set up in
  Salesforce and don t want to redo it in Pardot,
  you have a new feature that assigns prospects
  through the active assignment rule of
  Salesforce. com. You can recreate this via a
  landing page completion action, manual assignment
  and a Pardot automation rule. Pardot is pushing
  the record up without an assignee. It s a nice
  option for customers or clients who would l ike
  to push all the prospects over to Salesforce. It
  lets CRM simply sort out ownership.

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