Note
Access to this page requires authorization. You can try signing in or changing directories.
Access to this page requires authorization. You can try changing directories.
Lead management refers to the set of functionalities in Dynamics 365 Customer Insights - Journeys that empower marketers to manage the end-to-end lead lifecycle successfully. Various features are part of this area, including:
- Features to identify the best prospects and hand them off to the sales team.
- Lead scoring
- Lead qualification
- Features to capture demand.
- Lead and opportunity creation in journeys
- LinkedIn Lead Gen
- Features to assign work to your sales team.
- Task creation in journeys
- Phone call creation in journeys
- Sales activities creation in journeys
Comparison of outbound marketing and Customer Insights - Journeys lead management
There are a few functionality differences regarding lead management in outbound marketing versus in Customer Insights - Journeys.
| Area | Feature | Outbound marketing | Customer Insights - Journeys |
|---|---|---|---|
| Identify the best prospects and hand them off to the sales team | Lead score: demographic and engagement data | Yes | Yes |
| Identify the best prospects and hand them off to the sales team | Lead score: target an audience | No | Yes |
| Identify the best prospects and hand them off to the sales team | Lead score: grading | Yes | Yes |
| Identify the best prospects and hand them off to the sales team | Lead score: Include only leads with a specific level of consent | Yes | No |
| Identify the best prospects and hand them off to the sales team | Lead qualification: signal to your sales team a lead is ready* | Yes | Yes |
| Capture demand | Lead creation | Yes | Yes |
| Capture demand | Opportunity creation | No | Yes |
| Capture demand | LinkedIn Led Gen | Yes | No |
| Assign work to your sales team | Create phone call | Yes | Yes |
| Assign work to your sales team | Create task | Yes | Yes |
| Assign work to your sales team | Create appointment | Yes | No |
Important
- In real-time journeys, one of the key differences from outbound marketing is how marketers signal to their sales team that a lead is ready. In Customer Insights - Journeys, there's a new stand-alone feature (qualification) to define the criteria and actions when a lead is ready for sales.
- The new qualification feature allow marketers to create more sophisticated qualification conditions. Learn more: Qualify the best leads