I recently attended the Atlanta Salesforce User Group where Loopfuse was sponsoring and one of my founders, Roy Russo, was speaking. The topic on hand – enhancing your CRM with Loopfuse. One of his first comments was “what makes a lead qualified?” We have several customers who believe all leads that perform any activity on the site should be considered qualified and routed to the CRM and the sales team. And then there are others, present company included, who use lead scoring to determine which leads will be followed up on by sales. By using lead scoring within Loopfuse OneView, you are allowing your prospects to self-qualify themselves based on criteria you set. Loopfuse OneView will then assign each prospect a grade based on their score.
First step, talk to your sales team. Get an understanding of what they are seeing come through the pipeline. Who are the most qualified prospects? Is it webinar attendees? Or is it simply companies based in a specific industry or geography are the hot leads. They are the experts in talking to leads day in and day out and can really give you an idea of how to set up your scoring.
