Lead Routing: Building Key Steps to Sales Success

Tucson MUG

Fri, Oct 22, 6:00 PM (UTC)

About this event

You’ve built quality leads for your Marketo instance, but how do you get them to the right member of your Sales team to close the deals?

In this session, Michael Tucker from The Conversion Store outlines several ways that you can architect your Marketo instance to work with either Salesforce or Microsoft Dynamics to help sync to your Person record to the right Lead or Contact.

This session includes guidance on how to:

  • Ways to collaborate with your Sales Leadership on lead routing
  • Use Salesforce or Dynamics Campaigns to measure lead response and effectiveness
  • Set Service Level Agreements to ensure your prospective customers receive a response
  • Create alerts and notifications in your Marketo programs
  • Coordinate leads through Marketo Sales Insights and Sales Enablement platforms


  • Michael Tucker

    The Conversion Store

    Marketing Technology Consultant


  • Brandy Witte


    Marketing Automation

  • Lauren McCormack

    Revenue Pulse

    Sales/Ops - VP/Exec