Salesforce Lead Scoring and Qualification System

Key Features:

  1. Custom Lead Scoring Model:

    • Develop a customizable scoring model to evaluate leads based on criteria such as industry, company size, job title, and engagement level.
  2. Automated Scoring Rules:

    • Implement automated rules to calculate lead scores based on the defined criteria and update scores in real-time as lead information changes.
  3. Lead Qualification Process:

    • Create a workflow to categorize leads into different qualification stages (e.g., Cold, Warm, Hot) based on their scores.
  4. Custom Fields and Objects:

    • Add custom fields to capture scoring parameters and create custom objects to manage lead qualifications and scoring metrics.
  5. Lead Assignment Automation:

    • Automate lead assignment to sales reps based on lead scores and predefined criteria, ensuring high-potential leads are promptly addressed.
  6. Reporting & Dashboards:

    • Develop custom reports and dashboards to visualize lead scoring data, track lead conversion rates, and analyze the effectiveness of the scoring model.
  7. Alerts & Notifications:

    • Set up notifications for sales reps when high-priority leads are assigned or when a lead's score changes significantly.
  8. Integration with Existing Systems:

    • Integrate the lead scoring system with existing marketing automation tools and CRM modules to ensure seamless data flow.
  9. User Training & Documentation:

    • Provide training for users on the new lead scoring system and create comprehensive documentation to support adoption and usage.

Skills required
Attachments

Job Activity

Total Bids: 1

Average Bid: $1,000.00

Budget

$1,150.00

1    Bids

About This Client

Sean O.

0.00 (0 Reviews)
1 jobs posted
$0.00 Total Spent
Similar Projects