Lead scoring and alerts
Use demographic, firmographic, and behavioral data to score leads and ensure sales teams work on the right opportunities with the most engaged prospects. Leads are scored based on contact behaviors that can change their scores either up or down.
- Cold lead indicators. Keep sales from working on cold leads by letting buyers receive negative points for actions or qualities, indicating the lead isn’t a great fit or no longer engaging. Leads can be docked for unsubscribing, not responding to any emails in a nurture campaign, or indicating interest in a different product line.
- Alerts. Use the “alert info” token to send detailed email alerts triggered by defined activities to relevant ream members — such as sales owners and partners — that include lead details, links to the CRM lead record, campaign information, and more.