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Lead Scoring

Overview

Score leads based on who they are (lead criteria) and what they do (campaign member criteria). Save time by prioritizing the best leads and nurturing those not ready to buy. Editions supported: UE, EE, and PE* *PE requires campaigns

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  • Score leads based on who they are with up to 200 active Lead Rules

  • Score lead behavior with up to 450 active Campaign Member Rules

  • Automatically prioritize leads as A, B, or C based on Total Score

Lead Scoring makes sales more efficient by focusing on the most promising leads first, and helps align sales and marketing by clearly delineating which leads marketing owns and which leads Sales owns based on lead priority. Create up to 200 active Lead rules to score some leads higher than others based on who they are. Create up to 450 active Campaign Member rules to score leads based on what they do. Active rules add points towards the Total Score and Total Score drives Lead Priority,so that Sales can focus on the best leads first. Note: Web activity and time based rules are not supported. Consider other AppExchange partners for more advanced scoring needs. Installation Instructions: Please use the uploaded powerpoint guide for more details on how the app works, app limitations, and how to install it. This file is a copy of the source code for version 2.0, and it is more updated than the unmanaged package due to a namespace upload issue: https://na7.salesforce.com/sfc/p/A0000000JKOD6LQwZhKkGBs1mkmFAizNUvtImLc=

Categories

Business Needs
Marketing
Features
Native App
Built exclusively on the Salesforce Platform, ensuring reliability and performance.
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Native App
No Limits
Lightning Ready
Managed Package

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