Lead scoring
A lead score, also known as a contact score, is a numerical value assigned to your contacts. This value is based on the actions of your contacts and shows how engaged they are with your business. Points can be assigned based on various actions, such as visiting a page, making a purchase, opening an email, and much more. Points can be added or subtracted from the score and can also expire after a certain period as desired.
Lead scores are ideal for determining which contacts are most engaged. You can use it to:
- Discover the interests of your contacts and make relevant offers based on this.
- Adjust the frequency of your mailings based on how engaged a contact is.
- Identify contacts that are a good fit for your product or service but are not very engaged, then place them in an automation that rekindles this engagement.
Deal scoring
A deal score is a numerical value assigned to an open deal. Similar to lead scores, the value is based on actions (or lack thereof) that a lead takes. This helps you identify high-value deals and prioritise them. Points can be assigned based on various actions, such as achieving/not achieving a goal, a lead visiting your page, a deal reaching a certain stage, and so on. Points can be added or subtracted from the score and can also expire after a certain period as desired.
Deal scores help your sales team focus on deals with the highest value and provide insight into deals that are least likely to succeed. You can use it to:
- Profile leads as they move through your pipeline.
- Find high-value leads based on actions.
- Search for deals based on the score they have.