Automate Co-Dynamic Lead Scoring and Route Leads to Sales Using Autopilot

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How this Automation can help

To help you manage your leads smoothly, this automated lead scoring automation will help you: 

  1. Score leads using a co-dynamic scoring system
  2. Route and assign scored leads to the sales team
  • Description

    Product Description

    How this Automation can help

    Managing thousands of customers isn’t easy — and when you throw in an in-house team of 70 employees, it can be a challenge ensuring everything, both externally and internally, is in order. 

    To help you manage your leads smoothly, this automated lead scoring automation will help you: 

    1. Score leads with a co-dynamic scoring system

    Use Autopilot to capture and score leads that are based on a custom set of rules, defined by your team, that progressively grade a lead. 

    Lead scoring is an automated way to qualify leads. Focusing on quality vs. quantity of leads is a winning strategy that’s cost-effective and efficient. The Co-Dynamic lead scoring model helps businesses identify which leads are hot and better prioritize qualified leads for sales.

    2. Route and assign scored leads in Salesforce for the sales team

    Using both Engagement Grades and Profit Fit Grades to assess leads, after reaching a certain level to consider it as highly engaged leads which qualifies them to be routed to the sales organization with an MQL status.

    These leads are sent via the MQL routing system to the sales team using Autopilot’s Slack and Salesforce integrations.

     

    Tools used in this automation:

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    1. Autopilot -Marketing Automation Platform

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    2. Salesforce – CRM for sales teams

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    3. Slack – Notifications on your slack workspace(optional)

     

    What’s not included: 

    Licences for the tools

  • Vendor

    mia.c

    Mia Chaszeyka – Autopilot Expert

    Mia Chaszeyka – Autopilot Expert

    More Products from mia.c

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