Using sales rep activity to manage lifecycle
May 19, 2020 3:11 PM
We're trying to manage Contact lifecycle stages through workflow automation through 3 stages.
MQL - Marketing already has a firm handle on establishing these contacts.
SAL (sales accepted leads) - we want MQLs to be converted to SAL whenever a rep engages a lead from outside the sales funnel in a 1:1 activity (call/email/ etc). They would remain here for up to 2 weeks of inactivity, at which point they would revert to MQL in order to prevent zombie SALs from overtaking our CRM (data hygiene!!).
SQL automation to change the lifecycle to SQL from either of the previous two. Trigger criteria is when a contact is added to a deal, but is beyond the scope of this query.
My question is centered around how the triggers resolve for re-enrollment.
I have a workflow set up:
>if a contact has at least one associated activity matching call, email sent to contact, or meeting, AND Contact lifecycle stage = MQL;
>set contact property (lifecycle stage) to SAL
It appears to work. Here's my question.
Say this contact has been enrolled in this workflow in the past, and for any reason, ends up being reverted back to an MQL, and some time has passed. If re-enrollment is enabled, would this contact be automatically bounced to SAL based on the old activity, seeing as how it technically meets the enrollment criteria?
We would like it to re-enroll only when an activity is created while the contact is flagged as MQL, and the language seems ambiguous. Any advice?
Thanks to all with help,