Infusionsoft’s lead scoring is hot. But as an Arizona based company, we like things really spicy so we’ve infused our lead scoring features with some incredible new options that’ll get your sales team fired up.
In our Fall 2012 Release, we’ve added a lot more features that strengthen our small business CRM capabilities for small businesses, which empowers them to do even more to warm up leads and close more sales.
1. Score leads based on behaviors.
What’s cooler than being able to score leads based on their tags? Having a way to score leads based on behaviors that indicate interest, such as submitting a form or clicking an email link. This new feature makes it easier to find interested, engaged leads in order to focus your sales efforts and close more deals.
2. Set lead score expiration dates.
Hot leads can cool over time, similar to how the spice from a chipotle mellows out. In this release, we’ve introduced lead scoring expiration rules that allow you to score leads based on how recently they’ve taken action. To configure, simply click the “expiration” check box next to the rule and enter the number of weeks after which a score will expire.
3. Score sales opportunities.
Infusionsoft’s lead scoring rules originally only applied to contact records, but have now expanded to include sales opportunities. To view, pull up your opportunity list, click “Edit Criteria Columns,” go to the “Columns” tab and add “Lead Score” to the list of displayed information. The lead score will display along with general opportunity information.
4. Get hot lead notifications on your dashboard.
The Recent Activity widget on the dashboard has been enhanced to notify you when one of your contacts hits a specific lead score. This helps you stay on top of lead activities so you can strike when the iron is hot.
5. See the specifics behind a lead score.
See the specific behaviors that contributed to a lead score directly from the hot lead list or contact record under the under the newly added “Scored & Recent Activity” tab. This information can be leveraged during your sales calls to have targeted, relevant conversations that convert more deals and make you look like a hot shot.
Don’t miss out! Watch a short video about the new Lead Scoring features found in the Fall 2012 Release.
All of these lead scoring enhancements are designed to help you better qualify leads and see the behaviors that drove an individual lead score—quickly and easily. Is that hot enough for ya?
