Post by account_disabled on Nov 26, 2023 4:43:45 GMT
Moved to the SQL phase (sales qualified leads), but almost the same percentage fell between SQL and Opportunity. As expected, the closed customers were not representative of the MQL figures that the marketing department reported to management. This company had already spent time reviewing the stages of their life cycle, but, as you can see, the criteria they used to define each stage were causing problems. Let's see how they marked each stage: Others and subscribers.
A mix of company employees, suppliers, other interested parties, competitors and disqualified potential customers Lead – anyone who has filled out a form MQL – all conversions except: competitors, recruiting, contacts categorized by philippines photo editor countries or regions that cannot be served geographically SQL – MQL, have never been a customer, are in a sales sequence, are not on an exclusion list Opportunity – deal created Client – Closed cattle Evangelista – the company did not have.
Qualification criteria for this stage, so it was not used Immediately, we can see several problems with this setup. Do you see it? On the one hand, they grouped Others and Subscribers. In practice, both should mean very different things. As it was, the CRM could not distinguish these categories. Imagine the confusion Marketing must have caused when they tried to pull the Subscriber list, for example. Lead criteria remain unchanged in HubSpot's default settings, and MQL
A mix of company employees, suppliers, other interested parties, competitors and disqualified potential customers Lead – anyone who has filled out a form MQL – all conversions except: competitors, recruiting, contacts categorized by philippines photo editor countries or regions that cannot be served geographically SQL – MQL, have never been a customer, are in a sales sequence, are not on an exclusion list Opportunity – deal created Client – Closed cattle Evangelista – the company did not have.
Qualification criteria for this stage, so it was not used Immediately, we can see several problems with this setup. Do you see it? On the one hand, they grouped Others and Subscribers. In practice, both should mean very different things. As it was, the CRM could not distinguish these categories. Imagine the confusion Marketing must have caused when they tried to pull the Subscriber list, for example. Lead criteria remain unchanged in HubSpot's default settings, and MQL