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Best practices for Lead Scoring in a Global Instance

Question asked by Karina Guerra Expert on Jun 8, 2017
Latest reply on Jun 9, 2017 by Karina Guerra

When implementing Lead Scoring in a Global Instance there are a few challenges to face.

 

Some questions that come to mind could be:

 

- Are all countries following the same scoring model?

- Do we need consistency so we can compare country by country?

- Is flexibility the most important thing?

 

Another challenge that I have identified is:

 

If there Scoring Models are country or regional based. What rules can you implement so your records are not impacted by others implemented in different countries?

 

I have created some Inclusion Lists where I make sure that only people in the specific countries get scored by my model.

 

I would appreciate any thoughts and suggestions  please!

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