User Stories

Sample user stories for a marketing manager integrating a marketing automation platform with a CRM.

As a marketer, I need to send my landing page leads to my sales people by having them entered in our CRM.

As a marketer, I need to send my rankings of my leads to my sales team by having the rankings entered into our CRM.

As a marketer, I need the sales team’s intel on leads in my marketing automation platform so I can send out personalized and segmented emails.

As a marketer, I need to calculate the ROI on my marketing efforts by pulling in data from our CRM.

Acceptance

Sample acceptance criteria for a marketer integrating a marketing automation platform with a CRM.

Criteria

Automatically send my landing page leads to the CRM. As a marketer, I need to send my landing page leads to my sales people by having them entered in our CRM.

Removing a lead or its duplicate updates the CRM list.

Click to send different landing page leads to lists in the CRM.

Click and select the fields and rankings I want to automatically send to the CRM.

Rank a lead and have it automatically update in the CRM.

Click and select the fields I want from sales to be added to my lists. As a marketer, I need the sales team’s intel on leads in my marketing automation platform so I can send out personalized and segmented emails.

When a sales person adds new relevant intel, it automatically updates my lists.

Click and remove CRM fields.

Click and select the fields from the numbers of the sales team’s funnel to automatically come in the ROI on my marketing efforts by pulling in data from our CRM.

Be able to tag deals in the sales funnel to marketing efforts.

Once all your user stories and acceptance criteria are written, you are ready to work with your engineering team to get them built.