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Lead Scoring in Salesforce.com Manticore Technology Webinar Series Part One February 13, 2009 Manticore Technology, Inc. Confidential – Copyright 2009. All rights reserved.
Today’s Webinar ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
[object Object],[object Object],[object Object],[object Object],[object Object]
Why Score Leads? ,[object Object],Likely to buy today… Assign to sales. Lead Scoring Separates Likely buy later… Nurtured by Marketing.
Without Lead Scoring… ,[object Object],*Note:  Not actual photo of Sales Rep
Manticore Technology ,[object Object],[object Object],[object Object],[object Object]
Scoring Components Similarity of Lead to Target Market + Behavior lead has exhibited to indicate likelihood of purchase Build in Salesforce.com -OR- Demand Generation Solution Need Demand Generation Solution to Accomplish “ Fit” “ Interest” This Week Next Week
STEP I – Build Profile ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],KEY POINT:  Sales and marketing  MUST  agree on Profile
STEP II – Build Draft Framework Key “Fit” Criteria for your buyer What will populate in CRM? Points Per Attribute KEY POINT:  Point Values don’t matter! – no difference between 10 point max score to 1,000 max score for fit – what matters is their relativity to one another.  Criteria Data Source Max Points Industry Web Form 10 Size Web Form 10 Region Web Form 10 Title Web Form 10 Infrastructure Form/Sales 10 Budget Form/Sales 10 Timeline Form/Sales 10
Step III – Expand Model ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Build “Fit” Score Example:  Expanded Model Criteria Data Source Max Points High Qual Mod Qual Low Qual Negative Qual Industry Web Form 20 Automotive 20     Auto Parts 5     CPG 20             Size Web Form 10 75k-100k emp 10 40k-50k 5         50k-75k emp 10 30k-40k 5         Region Web Form 10 North America 10             Infrastruct. Web Form/ Sales 20 Salesforce.com 20     Siebel -20             Sugar -20
STEP IV – Match to Salesforce ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
STEP V – Test, Iterate, Test ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Building in Salesforce.com ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Lead Scoring in Salesforce CRM Cary Fulbright February 17, 2009
Who is Saaspoint? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Benefits of Lead Scoring ,[object Object],[object Object],[object Object],[object Object],[object Object]
How to Score Leads in Salesforce ,[object Object],[object Object],[object Object]
Pros and Cons of Scoring  in Salesforce ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
[object Object]
Q&A
Next Week… ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Contact Information ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

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Lead Scoring in Salesforce.com - Part 1

  • 1. Lead Scoring in Salesforce.com Manticore Technology Webinar Series Part One February 13, 2009 Manticore Technology, Inc. Confidential – Copyright 2009. All rights reserved.
  • 2.
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  • 7. Scoring Components Similarity of Lead to Target Market + Behavior lead has exhibited to indicate likelihood of purchase Build in Salesforce.com -OR- Demand Generation Solution Need Demand Generation Solution to Accomplish “ Fit” “ Interest” This Week Next Week
  • 8.
  • 9. STEP II – Build Draft Framework Key “Fit” Criteria for your buyer What will populate in CRM? Points Per Attribute KEY POINT: Point Values don’t matter! – no difference between 10 point max score to 1,000 max score for fit – what matters is their relativity to one another. Criteria Data Source Max Points Industry Web Form 10 Size Web Form 10 Region Web Form 10 Title Web Form 10 Infrastructure Form/Sales 10 Budget Form/Sales 10 Timeline Form/Sales 10
  • 10.
  • 11. Build “Fit” Score Example: Expanded Model Criteria Data Source Max Points High Qual Mod Qual Low Qual Negative Qual Industry Web Form 20 Automotive 20     Auto Parts 5     CPG 20             Size Web Form 10 75k-100k emp 10 40k-50k 5         50k-75k emp 10 30k-40k 5         Region Web Form 10 North America 10             Infrastruct. Web Form/ Sales 20 Salesforce.com 20     Siebel -20             Sugar -20
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  • 15. Lead Scoring in Salesforce CRM Cary Fulbright February 17, 2009
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  • 21. Q&A
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  • 23.