Introduction

To refine lead prioritization within Meritto, we're rolling out a logic-driven lead scoring system. Presently, users can only adjust scores based on predefined activities. 

With this new feature, users gain the ability to design custom automation for adding or subtracting lead scores. 

For example, an account could choose to increase a lead's score by 10 whenever any lead field value is updated. This empowers users to tailor their workflows and prioritize leads in alignment with their specific business requirements.

With this release, we are bringing the new UI of lead score on the lead manager and lead profile to help you see deeper insights and make data-driven decisions.

Use Case

Give a Lead score based on any activity done by the user on the lead. For Instance, If the user Updates the "Interested" field as "Yes", Set the lead score as +10 or set the lead score as -10 if the user updates the "Interested" field as "No".

Pre-Requisites

1. Automation should be enabled for the account.
2. The logic-based lead score should be enabled for the account.

How does it work?

• Upon Activation, you will notice seamless integration of the lead score node within the automation.
  
  
  

• You can define your trigger points and conditions in the automation before dropping the lead score node in the automation.
• After adding the Lead score node user would be able to define the block name and can add/subtract the score in the node.
  
  
  

• Users can publish this automation and the lead score will added/subtracted on the leads wherever the automation's condition is being satisfied.
• Users can see the timeline activity on each lead once the automation is triggered.
  

• The lead score against each lead will be now a sum of system activity and logic-based lead score.

Insightful UI of Lead score

Instant insights for contextual nurturing - Imagine having the ability to know exactly why and by how much a lead's score has changed even before you reach out to them. With Meritto CRM, lead scores are now updated in real-time, giving you a transparent view of any increase or decrease in 7 days and top positive influencing factors.

For instance, a lead’s score might increase if they select a specific course or attend a webinar, or decrease if the Interested field is updated as NO. By understanding what actions impact a lead's score, you can tailor your messages to their specific interests and needs. This ensures your interactions are relevant and timely, significantly boosting your chances of converting leads into enrollments.

Identify and re-engage low-scoring leads - Beyond prioritizing high-quality and high-intent leads, it gives you a clear picture of leads with low lead scores who might need some more nurturing, allowing you to re-engage these leads before it’s too late.

By filtering leads based on their lead scores in your CRM, you can identify and target leads with low scores at the right moment, ensuring no potential opportunity slips through the cracks.