With Outfunnel you can score your lead behavior in real-time based on their:
web visits
email engagement
CRM activities that have been added by marketing or sales (ie meetings, webinar attendance, SMS, etc.) - Pipedrive and Copper support only.
This helps to get a 360 view of your leads and create a score that uses both marketing and sales data.
Use cases
Surface the hottest leads so that the sales team can focus on the leads that have the highest likelihood of converting into an opportunity. For example, you could create a call list in the CRM based on the highest lead scores and assign it per rep
Initiate email campaigns for leads based on their lead score. For example, if a lead is still cold but is showing some signs of life then it may make sense to add them to a special nurturing sequence with a call-to-action to book a call with your sales team.
Automate actions in your CRM to save time and optimize processes. For example, you could set up notifications for the sales team or automate deal movement between stages based on their lead score
Send the hot leads to a Facebook audience and display ads to convert them into an opportunity
Apply negative points for leads that bounce, unsubscribe or visit a disqualifying page on your website (ie careers)
How to set up Lead scoring
Head over to the Lead scoring menu in Outfunnel
Activate the CRM recording which will create a new person field and start populating the scores (lead score field is created when the first contact is scored)
Set up rules for email, web, and CRM engagement. Please ensure that your CRM and marketing tool are connected and that the web tracking snippet is installed to create the respective rules
Define the score expiry. Once an event is older than the configured expiry date it gets deducted from the score. We recommend setting the expiry a bit longer than your regular sales cycle.
There are lots of lead scoring models out there, but if you need some guidance on what type of engagement constitutes a stronger buying signal feel free to reach out. In general, we’d suggest attributing the highest score to Page visits, then email clicks, then email open and negative scores to bounces, unsubscribes, and disqualifying pages on your website (ie careers page). With CRM activities, we recommend scoring marketing engagement like webinar attendance.
Update interval
Score calculation for existing events starts 10 minutes after you've created or changed a rule.
Score updates for new events are pushed to the CRM instantly but depending on the number of score changes it may take some time to update all contacts.
CRM field updates are currently updated approximately after 1 minute.
Available scoring rules
Email scoring
Score Outfunnel Campaigns, Mailchimp, ActiveCampaign, Brevo and Hubspot Marketing engagement. Pipedrive Campaign engagement scoring is not yet supported.
Score email opens
Score email clicks
Score email bounces
Score email unsubscribes
Web visit scoring
Web visit scoring works with Outfunnel's native tracking snippet.
Score all URLs
Score specific URLs
CRM activity scoring
Works with Pipedrive and Copper activities. Hubspot is not yet supported.
Score any activity in your CRM (ie webinar attendance, SMS, etc.) (✨ available on Professional plan and above or as an add-on)
CRM field scoring
Works with Pipedrive and Copper fields. Hubspot is not yet supported.
Score any person field in your CRM (ie industry, employee size, etc.) (✨ available on Professional plan and above or as an add-on)
Example lead scoring scenario
Let's assume that you have a rule that assigns 5 points if a contact clicks on an email link and 20 points if they have an "Attended Webinar" activity in the CRM. Contacts get scored once the event happens so, in a scenario where the contact clicks on a link in two unique emails and attends a webinar, they would have a score of 30 points.
This is then synced to the Person object Lead score field in the CRM in real-time so your marketing and sales teams can use this to filter contacts based on their score and focus on the highest-scoring leads first, taking away the guesswork and saving time.
Lead scoring field in the CRM
Tips, observations, and useful definitions
💡 It's also possible to reset a lead score. Read more.
💡 Advanced lead scoring coming soon, allowing you to score more events and apply more conditions. Reach out to us to tell share your use case.
💡 Copper filter options don't show up lead score field by default. In order to make the Lead Score field show up in the filtering options, it needs to be manually added:
Settings > Customize > Manage Fields on Records > Edit Custom Fields > Edit Lead Score to include Filters