Configure form fields and field types that balance data quality with conversion rate, set up progressive profiling so returning visitors see different questions, create thank you pages that guide people to the next step, and configure form notifications that route leads to the right person immediately.
Not all leads are equal. Someone who visits your pricing page three times is hotter than someone who downloaded one ebook. Lead scoring ranks prospects by engagement and fit so reps prioritize properly. This chapter shows you how to define scoring criteria, configure point values for actions and attributes, set thresholds that trigger handoffs, and refine scoring over time based on which leads actually convert.
Configure form fields and field types that balance data quality with conversion rate, set up progressive profiling so returning visitors see different questions, create thank you pages that guide people to the next step, and configure form notifications that route leads to the right person immediately.
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45
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All in one CRM with marketing, sales and service, strong when you want one system that teams adopt.
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15
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ActiveCampaign combines email marketing, CRM, and marketing automation with sophisticated workflows and lead scoring for B2B companies.
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45
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Klaviyo provides email and SMS marketing built specifically for e-commerce with deep Shopify integration and revenue attribution.
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7
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Brevo provides email marketing, SMS campaigns, and marketing automation with transactional email capabilities for growing businesses.
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19
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Mailchimp provides email marketing with automation, landing pages, and basic CRM features designed for small businesses and beginners.
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100
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Customer.io sends targeted messages across email, SMS, and push notifications triggered by user behaviour and product data for SaaS companies.
Identify individuals who've shown initial interest in your offering, separating them from cold prospects for targeted nurture.
Flag leads who meet defined engagement or fit criteria, creating a qualified handoff between marketing and sales for efficient follow-up.
Identify prospects that sales has vetted as qualified opportunities, establishing the handoff from marketing to active deal pursuit.
Measure likes, comments, and shares to evaluate content resonance and algorithmic distribution on social platforms that reward interactions with reach.
Log emails, calls, and meetings automatically to understand what drives deals forward and coach reps based on actual behaviour rather than guesswork.
Configure form fields and field types that balance data quality with conversion rate, set up progressive profiling so returning visitors see different questions, create thank you pages that guide people to the next step, and configure form notifications that route leads to the right person immediately.
