Second Chance Enquiries - Salesforce
08-29-2017 06:54 - edited 08-29-2017 06:54
We have a conundrum that we cannot work out a simple solution for.
When we get a new Lead through Hubspot we get alerted in Salesforce with a new Lead record. Sometimes it goes through our process even to Opportunity stage but then for some reason or other does not sign up with us. The Lead, contact, account, opportunity etc details remain in Salesforce.
In many situations this customer may come back to us later as their circumstances may have changed or our product improved etc and they use the usual enquiry form on the website. This time the contact already exists in the system so we don't get any new records and hence its difficult to 1/ know that they have come back and are interested again and 2/ have the stats in the system we usually do (eg no secong MQL) as no record is created.
Could anyone shed any light on how you deal with this situation? Is it just us or is this a Hubspot thing?
Thanks in advance of any help :-)