Lead Scoring
Lead scoring can automate lead qualification and improve lead management processes.
Assign a point value to prospects based on how they interact with your company. Combined with RingLead’s advanced deduplication, existing Leads or Contacts are matched, and the lead scoring field value is increased.
Each web form submittal, download or other contact increases the ranking and triggers notifications and/or email responses. RingLead field actions such as increment and Salesforce workflow rules using triggers on the same fields send email templates or create activities once a lead reaches a specified point value and is therefore considered qualified.
Benefits of using RingLead with Salesforce:
- Scoring compiled for each touch or response
- Multiple fields allowed for separate scoring based on different criteria or profiling
- Prevent duplicate auto-responses
- Auto-response template can vary with score range
Assigning separate fields, such as the number of whitepapers viewed, number of downloads, or number of best practices, and then creating a summary field indicating if the lead is qualified provides virtually unlimited flexibility.
RingLead application(s) with Lead Scoring:
Declone Web-to-Lead
Any web form can be used to search and update the matching Contact or Lead in Salesforce. If a match is found, fields can be updated while archiving overwritten or new information. If no match is found, a new Contact or Lead will be created. The Salesforce Campaign module is fully supported and Tasks or email notifications can be created.
Declone Mass List
Import a list to update existing Contacts or Leads. Fields can be updated while archiving overwritten or new information. The Salesforce Campaign module is fully supported and Tasks or email notifications can be created.
