Create a Leads by Score report in to prioritize sales efforts

March 11th, 2013 by Robert Pease

There are many benefits that come from a fully deployed marketing automaton system including a better, more informed view of prospects and their activities.

This can all be summarized into a lead score that is a quantitative measure of how engaged (or not) a prospect is and, by extension, how ready they are for sales engagement.  Lead scoring doesn’t have to be complex as a few simple scoring rules will allow the best opportunities to rise the top.

Here is a quick “how to” on setting up lead scoring in LoopFuse.  You can choose a variety of criteria to score on from what pages are viewed to what information was submitted via a landing page to open/click activities in your email campaigns.  The thing to remember is that you have the ability to segment and refine prospect engagement based on their actions and information.

Once your scoring is set up, your sales team can then use the scoring to prioritize their efforts and gain some additional insight into where a particular prospect is in the buying cycle.

We suggest creating a “Leads by Score” report in with the following column headings:

Once this is set up, LoopFuse will continually update the “Last Activity”, “Grade”, and “Score” fields so you can sort and prioritize sales outreach efforts.

Let us know if you’d like some assistance getting this report set up in  We’re happy to help!

We would love you to try out LoopFuse here.

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