Lead Scoring Tips and Tricks

[Anonymous]

Hello:

We are going to begin using Lead Scoring.  Does anyone out there who uses it have any tips, tricks or advice when beginning to set up lead scoring?  

thanks!

[Anonymous]

I'd also suggest invoving sales in the process. Ultimately these leads are going to end up in their hands and in our experience, the sales team had some great insights into the characteristics of a qualified lead in their eyes.

Not saying you should let them dictate how you set things up and how you weight certain behaviors/demographics, but their opionions can be valuable!

[Michelle_Tizian]

Hi Erin,

Also check this video from the summit, and jump to 16 minutes where the speaker talks about lead scoring. Lead Nurturing and Lead Scoring

[Anonymous]

One recommendation would be to import the Scoring program that's available in the Marketo Program Library. It already has most of the common scoring rules built out, and it uses scoring tokens to make it easier to modify your rules later. It's a big time saver. If you don't know where it is, the import program link is a little hidden in the marketing activities section:

[Anonymous]

I am looking for a best practices approach to look at setting this up.  🙂