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#inbound13
How to Implement Smart Lead Scoring
Jessica Meher Head of Enterprise Marketing HubSpot
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I love the Boston Red Sox, Marketing, and Kittens. Download today’s slides at hubspot.com/leadscoring
@jessicameher
JESSICA MEHER
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"There aren't enough leads and the leads that we do get aren’t any good."
Sales
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“Sales reps cherry-pick leads and think all are rest are junk without qualifying them."
Marketing
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50.5%
29.7% 29.7%
22.8% 22.8%
4.0%
0.0%
10.0%
20.0%
30.0%
40.0%
50.0%
60.0%
No defined
timeline to
make a
purchase
decision
Not decision
maker
No interest in
product/service
offered
Not qualified
based on upon
agreed criteria
No qualified
based on
opinion
Wrong title/role
Most Frequent Complaints About Low Lead Quality (% of respondents)
Source: Loopfuse
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Why use lead scoring?
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Less than 25% of new leads are ready to buy.
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Lead scoring is a shared formula and methodology for ranking leads by their propensity to buy.
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1 Measure marketing effectiveness and lead quality
2 Improves lead nurturing
3 You become more valuable to the organization
For Marketers, scoring helps:
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1 Identify hot leads faster
2 Improves productivity by prioritizing leads
3 Accurately forecast
4 Improve sales effectiveness and pipeline
For Sales, scoring helps:
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Companies that do lead scoring right have a
Aberdeen Research
192% higher average lead qualification rate.
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1 Do I Need Lead Scoring?
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Is my sales team getting fed with enough leads?
Does my sales team even call the leads I do send them?
Do I have enough data to implement lead scoring?
First ask yourself….
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2 Common pitfalls.
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If the company has over 50M in revenue = 10 points
VP title = 25 points
BANT = 50 points
If over 75 points, it goes to sales
The Wrong Way to Score Leads (Don’t Do This)
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• Relying on BANT from lead forms
• Asking for too much or not asking at the right time
• Assuming bigger companies or titles are better
Other Pitfalls
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3 Defining Quality Leads.
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Fit (Explicit)
Interest (Implicit)
Stimulate
Interest
Follow Up
Quickly
Avoid Take Orders
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Examples
Explicit (Demographic)
• Job title/Role
• Company size
• Industry/vertical
• Annual revenue
• # of Employees
Implicit (Behavior & Activity)
• # of pageviews
• # of downloads
• Type of content consumed
• Type of pages viewed
• Recency of activity
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Data Append
Collecting the Data For Scoring
Lead Forms Marketing
Software CRM
First Name
Last Name
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4 Implementing Lead Scoring.
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Points-based +9
-5
+11
-2
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Look at explicit and implicit data
• Industry
• Job title
• Revenue
• Employee Size
Step 1: Gather the Information
• Content downloaded
• Pages viewed
• First touch (original source)
• Last touch
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Example Report
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Active vs. Latent Behavior
Contact 1
Contact 2
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1 Latent buying behavior
2 Using a free email provider (e.g. gmail)
3 Geographic location
4 Non-product page visit (e.g. career page)
5 Negative social media comment
6 Email subscribe
7 Sales rejects the lead
Negative Scoring
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1 Ideal buyer persona
2 What constitutes as a sales-ready lead?
Step 2: Align with Sales
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1 Establish scoring methodology (points, grades, etc.)
2 Determine a score threshold that will indicate a sales-
ready lead (e.g. 75 or higher)
3 Establish length of time required for sales to follow-up
4 Build scoring criteria, rank by critical, important,
influential, or negative
Step 3: Establish Scoring Criteria
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Attribution Value Score Critical (10-15 Points)
Role VP, Sales +12
Industry Technology +10
Biggest Challenge Lead Gen +15
Employees 200-1000 +13
Important (5-9 points)
Location US +9
Employees 50-199 +8
Role Manager +5
Timeline 6 months +5
Influencing (1-4 points)
Location Non-US, English speaking +4
Timelime 12 months +2
Employees 10-49 +1
Negative
Role Student -15
Company Unemployed -15
Location Asia -10
Employees 1 or less -13
Explicit
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Implicit
Attribution Score Critical (10-15 Points)
Downloads free trial +15
Visit & clicked on pricing page +14
Downloads RFP +11
Watches online demo +10
Important (5-9 points)
Downloades MOFU offer +9
Searches for "HubSpot" +8
Visits 3+ product pages +5
Heavy website activity +5
Influencing (1-4 points)
Watches webinar +4
Downloads ebook +2
Recent event date < 30 days +4
Negative
Recent event date > 30 days -5
Recent event date > 60 days -15
Visits careers page -10
Email unsubscribes -5
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1 Take a random sample of opportunities and customers
2 Examine each implicit and explicit data points, then
assign points to each based on your model
3 Identify the percentage that would qualify as sales-ready
Pre-implementation Check
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CRM View
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Dollar-based $ $
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MQL Type Average Revenue / Customer
Lead to Customer Close %
Value per MQL
Whitepaper $160,000 1.0% $1,600
Webinar $100,000 1.5% $3,000
Online Demo $150,000 2.0% $3,000
Tradeshow $125,000 1.0% $1,250
Contact Sales $110,000 10.0% $11,000
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Lead Record View
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Service Level Agreement (SLA)
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Never gonna
buy Being
nurtured
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5 Improving Lead Scoring.
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1 Did top prospects have the top scores?
2 Does content still have the same weight?
3 Is the lead score threshold still accurate?
4 What new types of activity increase customers?
5 Have you entered a new market? New products?
What to change?
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Lead scoring, I got this.
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A better relationship between sales and marketing.
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QUESTIONS?
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EXTRA GOODIES
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6 Advanced Lead Scoring.
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1 Account Scoring
2 Using Big Data