►
From YouTube: Align on SSOT for INQ & MQL tracking
Description
Meeting between Marketing Strategy & Performance and Sales Analytics to align on SSOT for INQ & MQL tracking.
A
B
And
agnes
sorry,
I
don't
know
like
that:
shouldn't
be
the
source
of
truth.
For
for
anything,
it
was
kind
of
a
one-off
analysis
of
like
we
had
a
q4
inquiry
drop,
so
we
were
trying.
It
was
like
an
extract
to
try
to
debug
that
for
a
cadence
call
and
our
source
of
truth
for
first
order,
inquiries
and
mql
should
be
the
td
weekly
marketing
dash.
So
that's
kind
of
what
we're
we're
working
off
of
in
case.
That's
helpful,
yeah
yeah.
A
That's
very
very
helpful,
just
because
I
know
don
quran
versus
it
in
his
his
slides
that
was
kind
of
like
building
off
the
marketing
plan,
which
is
why
I
was
like
okay
where's
christine
getting
these
numbers
just
so
that
I
know
like
okay.
This
is
what
is
referenced
for
planning,
got
it:
okay,
okay,
if
we
go
towards
like
we
should
also
probably
pull
from
that.
So
you
are
pulling
it
from
tv
weekly,
which
is
good
because
that's
also
kind
of
what
I'm
using
to
just
a
drill
down
version.
A
Just
because
I
need
the
second
region
to
pull
my
inquiry.
Mql
numbers.
I
do
see
that
a
bit
of
a
challenge,
but
I
think
it
might
be
because
of
just
the
segment
region.
You
know,
which
I
know
we're
handling
right
now
like.
If
I
once
I
start,
because
when
I
was
looking
at
that
source
and
how
doc
was
building
off
that
for
our
planning,
he
took
like
40
or
something
like
that
from
that
to
assigned
to
amer
enterprise,
and
this
is
specific
to
my
enterprise
and
I
think
it
gets
challenging.
A
Because
then,
that's
when
I
feel
like
there's
a
big
drop
off,
because
our
our
segment
region
fields
are
not,
I
think,
that's
you
know
what
we're
still
working
towards
right
like
getting
that
accurate.
So
that
might
be
why
I'm
seeing
what
way
lower
numbers
than
what
he's
seeing,
just
just
as
an
example,
for
example
like
for
all
of
q4,
I'm
seeing
like
around
500
mqls
for
my
amer
enterprise
region
and
so
like.
A
B
I
think
we
spoke
on
the
issue
about
this,
but,
like
the
goal
is
to
see
if
we
can
move
to
the
account
demographic
fields,
instead
of
this
kind
of
hacky
user-based
system
that
we've
had
yeah,
that
uses
a
spreadsheet
which
is
like
you
know,
it's
just
not
scalable
or
sustainable.
So
that's
the
end
goal,
but
right
now,
like
I
think,
beth
is
like
mostly
through
fy23.
B
A
B
A
Yeah
cuz,
I
feel
like
that,
would
be,
I
think,
we're
all
aligned,
at
least
as
a
team
to
say.
Okay,
we're
gonna
use
account
demographics
as
the
region
segment
field,
moving
forward
and
the
td
weekly
marketing
as
the
single
source
of
tourists
for
inquiry.
Sam
mql,
I
feel
good.
You
know,
I
don't
know
if
anyone
else
here
feels
differently
or
if
anyone
else
is
using
a
different
source,
then
maybe
let
us
know
also
so
then
we
we
we
can
make
sure
to
all
kind
of
consider.
B
Right,
I
think
the
only
one,
the
only
other
one
is
that
there's
actually
mql
not
inquiry,
but
mql
numbers
in
the
td
sales
funnel
dashboards.
So
malia-
and
I
talked
about
this
earlier
this
week,
but
that's
actually
like
not
a
first
order.
View
of
mqls
is
just
mqls
and
the
team
is
working
on
trying
to
make
our
first
order
filter
that
robert
built
into
the
td
weekly
dashboard
available
across
so
like
other
dashboards,
can
be
filtered
for
the
same
view
of
first
order.
B
So
I
think
agnes,
that's,
like
the
only
other
one
that
I'm
aware
people
are
actively
like
and
actually
I'm
not
even
sure
how
actively
people
are
using
it.
But
it's
there
and
people
look
at
that
dashboard.
Quite
often,
so
that's
the
only
other
source
and
just
know
that
there's
a
known
discrepancy,
because
that's
not
first
order
and
we're
working
on
getting
those
to
align
when
we
apply
a
first
order
filter
emily.
I
don't
know
if
you
want
to
add
anything
to
that
or
if
that's
a
fair
summary
of
what
we
discussed.
Yeah.
D
B
A
A
B
C
A
C
C
A
C
A
Okay,
great
thank
you
for
clarifying
that
and
then
yeah.
So
I
think
if
we
can
at
least
even
narrow
down
to
those
two
dashboards,
I'm
happy
with
you
know
for
now
to
just
continue
that
down
that
path.
Amelia,
do
you
have
any
other
sources
that
you're
using
or
you
think
that
we
can
all
kind
of
like
align
with
issues
we.
E
Well,
I
don't
use
the
weekly
marketing
dashboards
because
I
don't
have
access
to
them.
Those
are
in
the
safe
intermediate
space
and
I
can't
see
the
sql
that's
used
to
make
those
dashboards,
so
only
marketing
uses
those
and
nobody
else
in
the
rest
of
the
company
uses.
Those
everybody
else
is
using
the
td
sales
funnel
dashboard.
E
E
A
Thank
you
yeah,
so,
basically,
emilia
you're,
using
the
sales
funnel
target
versus
actuals
marketing,
is
using
the
td
weekly
marketing
just
to
sum
it
up
dashboards,
but
all
these
dashboards
I
have
similar,
except
for
the
first
order
for
now
right,
like
similar
back
okay,
great
this,
your
dashboard,
I
have
to
look
again
but
like
does
it
also
reference
segment
region
from
account
demographics?
At
this
point?
A
E
It's
using
a
combination
so
on
opportunities
you
have
to
use
the
user
segment
fields
and
then
on
leads.
You
need
to
use
the
account
demographics
fields.
So
all
the
filters
are
combination
filters.
So,
if
you're
on
an
mql
report,
it's
using
account
demographics.
If
you're
on
an
opportunity
report,
it's
using
user
segment.
E
E
Yeah,
do
you
do
you
want
me
to
explain
what
the
differences
just
so
it
makes
makes
it
clear
so
account.
Demographics
fields
are
based
on
account
characteristics,
so
the
account
demographics
segment
is
based
on
the
employee
account
at
the
account
the
account
demographics,
geo
region
and
area
is
based
on
the
address
of
the
account.
So
that's
the
account
side,
and
then
the
user
side
is
all
about
the
salesforce
user
who
worked
on
the
opportunity.
E
So
that's
which
sales
team
is
going
to
get
credit
for
that
deal.
So
you
have
a
mirrored
fields,
because
our
sales
teams
are
also
organized
by
segment
geo
region
area,
but
they're
not
always
the
same,
because
we
sometimes
choose
to
have
a
sales
rep
work
on
an
account
that's
outside
of
their
geographical
territory,
like
we
named
them
certain
accounts
that
may
not
be
in
the
geographical
region
that
they
normally
work
on.
So
if,
for
example,
you
had
an
account
located
in
new
york,
but
we
have
our
southeast
rep
work
on
that
account.
D
E
But
if
we're
talking
about
which
sales
team
gets
credit,
they
don't
care
about
the
user
side
and
that's
why,
on
the
lead
side,
we're
using
account
demographics
on
the
opportunity
side,
we're
using
user
fields,
and
so,
when
you
filter
on
a
dashboard
that
goes
all
the
way
across.
It's
a
combination
filter
where,
if
the
report
is
on
leads,
it
looks
at
account
demographics.
If
the
report's
on
opportunities,
it
looks
at
user.
A
A
E
E
B
Yeah-
and
I
think
part
of
the
problem
magnus
is
like-
maybe
you
haven't
seen
some
of
those
presentations
and
so
malia.
I
think
I
might
take
the
one
that
you
did
for
gtm
leadership,
because
okay
reported
and
then
agnes.
I
can
share
it
with
you.
Sorry
I
didn't
share
it
earlier.
Didn't
realize
this
was
was
a
point
of
confusion,
but
that
might
help
clear
up
some
of
those
differences,
because
it's
a
new
thing
for
fy23.
I
know.
E
E
Yeah,
it's
gonna
take
a
while
the
for
fy
22.
All
we
had
was
the
user
side
fields.
We
didn't
the
account
side.
Fields
didn't
exist
so
for
fy23.
This
whole
combined
view
is
a
new
thing
and
when
we're
talking
about
like
our
current
account
set-
and
we
want
to
think
about
year
over
year,
so
we
need
to
look
at
like
this
year's
values
and
compare
to
last
year
and
last
year.
E
Maybe
we
didn't
have
that
particular
region
or
area,
so
you
have
to
kind
of
use
these
combinations
to
be
able
to
compare
like
okay.
This
year
we
have
this
new
area
or
new
region
called
samia
that
didn't
exist
last
year,
but
we
want
to
know
for
all
the
accounts
that
are
in
samia
now,
how
do
they
perform
last
year?
So
we
can
get
like
a
correct
year
over
year,
so
yeah
there's,
there's
certain
use
cases
where
you
need
kind
of
like
weird
combinations
of
the
two
fields,
but
for
marketing
in
general.
E
A
I
think
the
challenge-
it's
not
a
challenge,
but
I
guess
as
long
as
we're
in
line
on
that.
That's
fine,
because
when
we
do
conversion
rate,
like
as
a
campaign
manager
like
I'm
trying
to
find
out
like
how
do
these
leads
convert
from
you
know
the
segment
region
that
we
generated
to
the
sales
team
like
we
do
full
funnel
reporting
and
that
conversion
rate
no
matter
what
we
should.
We
still
have
to
kind
of,
like,
I
guess,
use
combinations
of
fields.
E
A
Cool,
I
think
really
that's
just
for
me.
Yes,
because
I'm
not
you
know,
living
and
breathing
it
every
day.
So
I'm
sure
that
presentation
will
help,
but
I
will
put
together,
maybe
just
a
general
issue
for
the
data
team
to
like
just
relabeling
it
instead
of
putting
user,
because
I
think
it
really
throws
me
off
when
I
look
at
it,
I
was
like
oh,
it's
a
user
feel
and
then,
when
I
look
at
the
countdown
I'm
like
oh.
D
B
Thanks
for
bringing
that
up
because
I
didn't
realize
it
was
confusing,
so
it
makes
sense
makes
a
lot
of
sense
why
it
would
be
confusing
it's
what
I'm
trying
to
say
and
and
malia
just
the
gtm
meeting
was
pretty
short
and
like
you.
Actually
it
wasn't
you
like
walking
through
it.
So
I
don't
know
if
you
have
like
a
better
recording
than
that
or
if
not
I'll,
just
use
that,
but.
E
Let
me
think
about
it.
I
think
I've
got.
Let's
see.
I
think
I
have
another
presentation.
I
did
for
a
a
field.
Ops
show
and
tell
that
might
be
helpful.
If
I
can
remember
what
it
was
called,
it
was
about,
like
the
account
demographics
fields,
and
it
was
when
we
were
creating
them
and
the
difference
between
the
account
side
and
the
user
side.
All
of
that
stuff
is
in
one
presentation.
Let
me
I'll
find
that
one
and
give
you
the
link
for
that
too.
Yeah.
B
C
E
See
they're
all
super
short,
oh
here
it
is
okay,
yeah!
Let
me
let
me
give
you
this
link
too.
It's
not
a
recording,
it's
just
a
presentation,
but
it's
only
a
five
minute
presentation.
So
there's
not
a
lot,
not
a
lot.
You
can
read
it
in
five
minutes,
but
I'm
happy
to
answer
any
questions.
If
you
think
of
anything.
A
F
So
two
scenarios
where
craig
and
pile
agreed
on
this
too,
we
should
consider
them
first
order
and
still
like
approach
them
was
if
the
ultimate
parent
account
has
less
than
5k
and
spend
or
if
the
customer
churned
over
180
days
ago.
I
think
craig
said
he
wanted
to
take
this
up
with
and
with
some
other
edge
cases.
But
I
was
curious
if
that
has
come
up
and
I'm
really
like.
I
honestly.
This
was
more
of
an
aha
moment
for
me.
E
So
let
me
give
you
some
historical
context
on
this
one
too.
So,
on
the
180-day
rule,
thing
finance
put
in
a
bookings
policy
in
fy
22.
That
said,
if
they
turn
and
come
back
in
greater
than
180
days,
they
should
count
as
new
again
so
all
of
fy22.
That
was
the
policy,
but
no
one
ever
actually
built
that
out
in
salesforce.
E
E
F
E
There's
other
inaccuracies
with
the
first
order
available
field
like
it
doesn't
fully
work
beyond
the
edge
cases
that
you
know
you
might
be
thinking
of
now.
There's
other
problems
with
it
like
it.
It
just
doesn't
work
all
the
time,
so
there
are
multiple
other
systems,
issues
that
have
also
been
open
for
a
long
time.
I
think
there's
three
issues
out
there
that
I
know
of
about.
First
order
available
one
of
the
problems
they
thought
they
had
solved
with
the
launch
of
order
type
2.3
in
february
and
then
in
march.
E
F
So
we
know
that
we're
engaging
accounts
that
aren't
first
order
and
even
though
sales
thinks
oh
we're
not
focused
on
first
order.
We
technically
are
because
we're
not
like
pulling
them
back
from
being
in
certain
email
campaigns
like
they're
being
engaged
with
without,
like
us,
putting
budget
against
them
when
it
comes
to
budget
we're
very
specifically,
not
targeting
them.
If
we
were
to
flip
that
switch,
though
I
think
we'd
see
less
people
that
are
engaging
on
growth
opportunities
too
yep
yeah.
F
E
So
I
expect
what's
going
to
happen
and
I
don't
have
like
the
full
understanding
of
how
everything
works,
but
I
think,
what's
going
to
happen,
is
they'll
put
in
their
fix
on
opportunities
and
then
it's
going
to
flow
all
the
way
through
to
leads,
and
so
things
that
used
to
have
the
box
checked.
It
might
come
unchecked
or
the
other
way
around,
depending
on
how
it
recalculates.
E
F
F
that
check
box,
like
those
changes
will
happen
at
a
certain
point
in
time
like
let's
say
next
month,
but
will
it
then,
when
we
pull
data
based
on
november
it'll
bring
that
in
because
now
it's
considered
first
order,
but
based
on
the
logic
for
fy22,
was
con.
It
was
considered
not
first
shorter,
because
the
180.
so.
E
Yeah,
I
think
you
only
so
on
the
account
you
only
have
the
current
value
like
is
a
first
order
available
right
now
right
this
minute
and
it
reruns
every
single
night.
So
for
historical
data
I
mean,
I
think
it's
just
going
to
either
check
or
uncheck
the
box
like
and
I'm
not
exactly
sure
on
leads
what
you
do
about
historical
data,
because
we
don't
stamp
it
anywhere.
E
F
I
think
that's
a
bunch
of
leads.
I
think
that
also
aligns
to
my
next
question,
which
was
an
account
closes.
Let's
say
it
closes
tomorrow
we
drove
that
mql
last
week
it
was
a
great,
really
fast
sales
cycle,
but
like
when
we
pulled
the
data
in
two
days.
That
opportunity
is
closed.
So
now
it's
no
longer
first
order.
If
you
were
to
be
looking
at
the
dashboard
and
say
first
order
only
that
mql
won't
show
up
anymore,
because
that's.
E
Live
and
always
changing,
that's
why
we
need
to
stamp
it
at
the
time
of
mql.
So
it's
going
to
what's
going
to
happen
is
when
your
lead
or
contact
gets
marked
as
mql
it's
going
to
stamp
whatever
the
value
is
from
the
account
at
that
time.
So
if
it's
first
order
at
that
time,
it'll
be
checked,
as
this
is
a
first
order.
Mql
later
they
buy
something,
but
your
historical
lead
is
still
going
to
be
marked
as
a
first
order.
Mql,
that's
the
part.
We
don't
have
anything
for
right
now,.
F
And
that
is
my
oh
moment,
because
that
makes
sense
moving
forward,
but
if
we
don't
have
that
in
place
right
now,
then
any
mql
is
where
we're
then
closing
an
opportunity
related
to
that
mql.
When
we
check
the
box
for
first
order,
then
the
opportunity
is
closed.
Anything
we're
looking
at
historically
is
going
to
start
taking
out
those
mqls
that
we
generated
that
actually
turn
into
an
sao
on
a
closed
one.
E
Right,
I
think
robert
and
david
have
logic
on
that
td
weekly
dashboard
that
deals
with
that.
I'm
pretty
sure
david.
You
can
correct
me
if
I'm
wrong,
but
I
think
that's
what
their
code
is
doing
is
looking
to
see.
Was
it
a
first
order
at
the
time
of
mql,
not
just
copying?
What's
on
the
account
right
now,.
A
E
Well,
yeah!
Well,
actually.
Originally
that
was
the
plan.
We
did
have
an
account
demographics
field
that
was
called
account.
Demographics
first
order
available.
They
just
didn't
finish
it
in
time,
and
so
they
got
rid
of
it
because
they
were
trying
to
launch
the
account
demographics.
On
february
1st,
we
could
call
it
that
I
think
the
plan
is
actually
to
have
a
stamped
field.
That's
just
on
lead
and
contact,
so
it's
gonna
be
called
something
I
think
like
first
order.
Mql
true
false
is
my
guess:
at
what
they're
gonna
build?
A
E
A
E
E
The
one
question
I
have
that
we
didn't
fully
answer,
and
this
is
because
I
don't
know
that
well
how
mqls
work
here
at
gitlab.
Do
you
guys
have
can
something
become
an
mql
more
than
once
like?
Let's
say
they
have
whatever
behavior
they
meet
the
threshold
they're
in
mql
now
and
then
it
happens
again
later.
D
E
Got
it
okay?
So
when
we're
talking
about
stamping
first
order
available,
I
think
do
we
care
about
at
both
mql
times,
like
the
fir
the
first
one
and
the
current
one,
or
do
we
only
care
about
whether
it
was
first
word
available
at
the
very
first
time
it
became
an
infuel,
I'm
wondering
do
we
need
one
field
or
two
stamp
fields.
D
B
E
E
E
A
E
A
B
No
agnes,
thanks
for
raising
these
things
like
it's,
it's
important
that
we're
all
aligned
and
I
think,
that's
maybe
a
gap
where,
at
least
personally,
I
wasn't
aware
that
you
were
doing
so
much
on
the
reporting
side,
and
I
know
that
you
are
doing
a
lot.
So
I
think,
in
terms
of
like
just
generally
communicating
some
of
the
things
like
the
the
presentation
that
malia
did
like
moving
forward
I'll,
make
sure
that
you're
incorporated
on
that-
and
I
would
ask
like
david
and
robert
to
also
make
sure
help.
A
E
E
E
A
Yeah,
so
that's
that
whole,
but
at
least
you
know,
because
I
think
we
have
in
the
past,
we
had
like
we're
debating
whether
we
want
to
use
our
fields
or
we
want
that.
You
know
for
the
leads
right
or
the
account
demographics,
and
then
the
user
feels
we
realize
it
was
so
manual
because,
like
if
everyone
is
moving
and
everything
and
there's
lead
routing
problems
and
whatever
it
becomes
even
more
challenging
to
nail
down
like
how
many
mqls
is
for
a
segment
region.
A
E
No,
it's
okay,
that's
a
solvable,
hole
and
yeah
the
account.
Demographics
fields
were
kind
of
built
for
this
reason,
so
that
we
could
have
standardized
reporting
across
all
of
the
objects
like
the
user
fields
were
built
by
sales,
just
on
opportunities
for
what
sales
needs.
The
account
demographics
are
on
leads
contacts
and
accounts,
so
all
the
way
across.
So
we
can
all
kind
of
line
up
so
yeah.
I
think
it'll
work
once
we
get
once
we
get.
E
A
That'll
be
they'll
be
much
better
for
the
quality.
I
think
the
only
other
concern
I
have
is,
if
somehow
we
can't
match
it
with
a
zoom
info
christine,
like
you
know,
and
maybe
you
know,
this
is
something
that
can
help
answer,
but
just
because
I
know
we
have
some
leads.
That
just
gives
us
gmail,
for
example,
in
the
past,
and.
E
E
So
one
one
aspect
of
that
is
what
you
just
talked
about
with
free
email
addresses
so
gmail
yahoo.
All
of
those
things
that
aren't
company
email
addresses
you're
not
going
to
get
good
data
from
a
tool
like
zoom
info
with,
so
we're
looking
at
potentially
some
other
data
providers
that
can
help
plug
those
holes
and
also
looking
at
separating
out
our
free
emails
from
our
corporate
emails,
so
that,
when
we're
looking
at
how
our
enrichment
tools
perform,
we
should
have
really
good,
like
close
to
100.
E
Match
rates
on
corporate
email
addresses
right
and
then
the
gmail's
yeah
there's
still
going
to
be
some
holes
there.
We
know
that,
but
we
want
to
be
able
to
optimize
it
like
with
them
separate
so
on.
The
corporate
side.
Zoom
info
is
currently
our
single
source
of
data,
but
there
are
still
holes
right,
like
there
are
companies
in
like
emea
and
apac
and
japan,
where
zoom
info
in
particular
is
kind
of
north
america
specific
and
doesn't
give
great
data.
So
we're
talking
to
a
company
now
called
open
price.
E
That
is
all
about
this
kind
of
data,
stuff
and
they've
got
connections
with
a
bunch
of
different
vendors.
So
through
them
you
can
kind
of
make
like
a
waterfall.
So,
like
you
check
zoom
in
for
first,
if
they
don't
have
it,
you
go
check
them
dmb.
If
they
don't
have
you
go
check
somewhere
else
to
try
to
optimize
and
make
sure
we
fill
in
as
many
holes
as
we
can.
So
that's
our
our
data
enrichment
step.
E
That's
going
to
take
a
little
bit
of
time,
but
we're
working
on
that
and
then
they
also
have
specific
providers
for
the
free
email
side,
so
really
yeah.
So
we're
working
on
all
of
that
stuff.
It's
just
going
to
take
a
little
bit
of
time
right
now,
we're
in
the
procurement
process
with
open
price
this
that
we've
selected
them
as
a
vendor,
I'm
hoping
that
we
can
buy
it
soon.
E
A
A
E
B
E
A
E
E
E
So
this
is
one
that
I
bought
last
year
and
it's
what
we're
using
on
the
sales
side
to
calculate
lam.
So
it
looks
at
linkedin
resumes
using
a
persona
for
software
developer
that
we
built
inside
their
tool
to
try
to
get
us
developer
accounts
for
each
company,
and
then
we
use
that
to
calculate
okay.
We've
sold
this
many
licenses,
but
they
have
this
many
developers.
So
we
have
this
much
room
for
growth
and
that's
the
lamb.
E
Anyway.
You
can
build
personas
in
that
tool,
but
it's
based
on
linkedin
resumes
so
the
job
titles
there
are
not
normalized,
so
we
tried
it
with
job
titles.
It
didn't
work
great
and
then
we
started
doing
this
kind
of
job
function,
thing
where
linkedin
has
sort
of
tried
to
collect
the
resumes
of
a
particular
function
and
that
seemed
to
work
better
for
software
developer
numbers.
E
E
Yeah,
that's
what
we're
doing
for
developer
accounts,
there's
also
some
other
stuff
in
there.
That
I
think,
is
really
cool
for
marketing.
I
don't
think
anybody
from
marketing
is
using
this
tool,
but
we
have
had
it
for
almost
a
year,
we're
just
about
to
renew
it,
and
I
think
it
would
be
really
cool
for
you
guys
to
use,
because
I
know
we
spent
a
lot
of
money
on
linkedin
advertising.
E
E
E
E
First
inside
the
tool
before
you
try
moving
anything
to
salesforce
and
you'll
probably
need
some
help
when
you
get
to
that
point,
but
you
can
go
in
there
in
the
tool
and
play
around
with
the
personas
and
do
the
research
and
see
if
it
works
for
you
and
it'll
match
against
the
salesforce
accounts
and
everything
right
there
inside
the
tool.
It
just
doesn't
cost
anything
until
you
either
download
it
or
export
it
to
salesforce.
A
I
might
yeah,
if
you
can
give
me
access
I'll,
take
a
look.
I
might
set
up
a
separate
call
with
you
just
to
get
a
bit
more
familiar
on
the
you
know
how
you're
using
it
yeah
I've
heard
about
it,
but
I
never
personally
like
play
with
it.
So
when
we
cross
that
bridge
you
know,
then
I
don't.
I
just
don't
want
to
like
waste
any
credits
or
anything
like
that.