Score leads by website visits and hand over only the ready ones
Give points for the actions that show interest, so only people who are ready reach a salesperson and everyone else stays in the email nurture.
How it works
4 steps in YuktiBOS.
Where to find it: CRM, Scoring (set-up page).
Early access. This is built and being rolled out. It needs some set-up first, such as your own keys or accounts, and we onboard it with each business. Ask about it
- Set the points for each action and a cap, so one keen visitor cannot score a hundred page views.
- Choose a mode: assign on first interest, or assign when the score reaches the sales-ready number.
- Positive points fade over time; negative points are allowed too.
- When the person reaches the number, the next free salesperson gets them, once.
What you get
What comes out of it.
Transparent points you control. The app's example is nurture from 15, sales-ready at 50, points halving every 30 days.
A human override: someone who calls you or is added by hand goes straight in.
A score that is used to help, never for pressure.
You may also know this as: lead scoring, score leads by website visits, sales-ready score.
Questions people ask
Does scoring change how leads are assigned today?
Only if you switch it on. The default stays assign on first interest.
Related things you can do
More from Lead scoring and website tracker
See it in a use case
Want to score leads by website visits and hand over only the ready ones?
We are onboarding a small number of businesses for early access. Tell us what you do and what you would like off your plate.