Migrating Contacts for Lead Generation in Salesforce

Contacts for Lead Generation

Question

Gaud Kicks manages contacts for lead generation in a marketing application. Following a new Salesforce implementation, inbound leads will be reviewed m the marketing application and then migrated to Salesforce.

Which contacts should the consultant migrate from the marketing application to leads in Salesforce?

Answers

Explanations

Click on the arrows to vote for the correct answer

A. B. C. D.

C

When migrating contacts from the marketing application to leads in Salesforce, the consultant should consider the purpose of the migration and the criteria for converting leads.

Option A: Active contacts Migrating only active contacts as leads to Salesforce may not be the best approach. Active contacts may already be engaged with the company or may have progressed beyond the initial lead stage. Migrating them as leads may create duplicate or redundant data in Salesforce and could lead to confusion in the sales process.

Option B: All contacts Migrating all contacts as leads to Salesforce might result in a large volume of leads, including contacts that may not meet the criteria for becoming qualified leads. This could overwhelm the sales team and dilute their focus on high-priority leads.

Option C: Qualified contacts Migrating only qualified contacts as leads to Salesforce is the most appropriate approach. Qualified contacts typically meet specific criteria or have exhibited behaviors indicating their potential as a sales opportunity. These contacts have higher chances of conversion and are more likely to require immediate attention from the sales team.

Option D: New contacts Migrating only new contacts as leads to Salesforce may not be sufficient, as not all new contacts automatically qualify as leads. It's important to assess and qualify new contacts based on predefined criteria before migrating them as leads. Otherwise, there could be a risk of cluttering the lead database with unqualified or low-priority contacts.

In summary, the best approach for migrating contacts from the marketing application to leads in Salesforce is to select and migrate only the qualified contacts. By focusing on qualified leads, the sales team can effectively prioritize their efforts and maximize the chances of successful conversions.