The marketing team is using a separate platform for managing prospects and wants to hand off qualified prospects to the sales team.
How should the consultant meet this requirement?
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A. B. C. D.C
To meet the requirement of handing off qualified prospects from the marketing team's separate platform to the sales team in Salesforce, the consultant should recommend option C: Recommend an integration with the marketing platform that creates leads in Salesforce.
Explanation: Option A suggests creating Salesforce users for the marketing team to enter leads directly into Salesforce. However, this option does not leverage the marketing team's existing separate platform and would require manual data entry, which may lead to duplicate or inconsistent data.
Option B suggests creating a report of Salesforce leads and comparing it with marketing data on a regular basis. While this approach can provide some visibility into the data, it does not automate the process of transferring qualified prospects from the marketing platform to Salesforce. It would require manual effort to identify and update the leads in Salesforce based on the marketing data.
Option C, which is the recommended solution, proposes integrating the marketing platform with Salesforce. This integration would allow for the automatic creation of leads in Salesforce when the marketing team identifies qualified prospects in their platform. By integrating the two systems, the consultant can ensure a seamless transfer of prospect information to the sales team without manual intervention.
Option D suggests integrating the marketing platform with Salesforce to generate tasks with lead information. While this option could be useful for task management, it does not address the need for the sales team to have access to the complete prospect information. Leads in Salesforce offer a more comprehensive and structured way to manage prospect data, including attributes such as contact information, lead source, and lead status.
In summary, option C is the most appropriate solution as it enables the marketing team to continue using their separate platform while automatically creating leads in Salesforce when qualified prospects are identified. This integration streamlines the handoff process and ensures that the sales team has access to accurate and complete prospect information for further engagement and conversion.