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Session sponsored by!
#LLCseries	
  
How To Implement !
An Effective Lead !
Scoring System!
#LLCseries	
  
Questions / ON24 Logistics !
•	
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  Twi>er	
  
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Demand	
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   @DG_Report	
  
DemandGen	
  InternaDonal,	
  Inc.:	
   @demandgenglobal	
  
#LLCseries	
  
Lead LifeCycle Series Prize Box!
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See	
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#LLCseries	
  
About Demand Gen Report!
@DG_Report
http://linkd.in/DG_Specialists
•  Launched	
  in	
  2007	
  to	
  track	
  best	
  pracDces	
  in	
  
lead	
  generaDon	
  
•  Newsle>er	
  has	
  grown	
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  28,000	
  
readers	
  
•  We	
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pracDces	
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•  New	
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  podcasts	
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DemandGenReport.com	
  
#LLCseries	
  
Panelists!
MODERATOR:	
  
	
  
David	
  Lewis	
  	
  
President	
  and	
  CEO,	
  
DemandGen	
  InternaLonal	
  	
  
	
  
Andrew	
  Gaffney,	
  	
  
Editor,	
  
Demand	
  Gen	
  Report	
  
	
  
#LLCseries	
  
Download Your Free Copy!
www.manufacturingdemand.com!
WARNING!
The following show features sales and marketing
alignment projects performed under the
supervision of professionals.!
Accordingly, DemandGen must recommend that
no one attempt to recreate or re-enact the
activities performed on this show without the
help of experienced professionals.!
#LLCseries	
  
#LLCseries	
  
Why Lead Scoring
Sales Efficiency: Ranks each lead at
the top of the funnel to help sales focus on
the highest priority leads.
Nurture Routing: Ranked leads can be
routed to the appropriate nurture program
based on the objective of the nurture.
#LLCseries	
  
5 Common Lead Scoring Models!
•  Qualification Only (Fit Criteria)!
•  Interest Only (Engagement Behavior)!
•  Two-Dimensional (Cumulative roll up score)!
•  Two-Dimensional (Quadrant intersect rank)!
•  Predictive!
#LLCseries	
  
2	
  
Touch	
  2	
  
Touch	
  3	
  
Touch	
  1	
  
+10 – Good Fit Criteria A
+10 – Good Fit Criteria B
+5 – Engaged on Website
+15 – Downloaded Whitepaper
Lead Scoring3	
   5	
  
1	
  
Wait 2
Days
Lead Score Reporting6	
  
Website Lead
Capture
Wait 1
Week
Inquiry Nurture4	
  
Campaign Runs
MarkeLng	
  
AutomaLon	
  
CRM	
  
Sales Engagement
10	
  20	
  25	
  40	
  
#LLCseries	
  
Two Dimensional Lead Scoring!
QualificaDon	
  
Level	
  
(fit)	
  
Interest	
  
Level	
  
(engagement)	
  
Lead	
  
RaDng	
  
A
B	
  B	
  
C	
  
Copyright	
  ©	
  2012,	
  DemandGen	
  InternaDonal,	
  Inc.	
  
Interest	
  
#LLCseries	
  
In	
  the	
  physical	
  world	
  you	
  
can	
  see	
  the	
  interest	
  of	
  a	
  lead.	
  
#LLCseries	
  
Interest	
  scores	
  leverage	
  their	
  
digital	
  body	
  language	
  (engagement)	
  
#LLCseries	
  
Measuring Interest Level!
•  Website Behavior!
•  Number of visits to site, # of pages visited, how recent, areas
of interest (content)!
•  Form Activity!
•  Number of forms submitted, high interest forms (content type)!
•  Email Responsiveness!
•  Event Participation!
Copyright	
  ©	
  2012,	
  DemandGen	
  InternaDonal,	
  Inc.	
  
Fit	
  
#LLCseries	
  
#LLCseries	
  
Case Study: Insulet!
#LLCseries	
  
Case Study: Diabetes Management
6. # of Injections/Day?
2. Who are you?
(Persona)
3. Which
Insurance
Provider?
4. Current
Treatment
Method?
1. What Type
of Diabetes?
5. Patients Age?
#LLCseries	
  
#LLCseries	
  
Sample Rating Matrix!
C	
  
D	
  
E	
  
B	
  
C	
  
D	
  
A	
  
B	
  
C	
  
	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  Low	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  Medium	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  High	
  
High	
  
	
  
	
  
	
  
Medium	
  
	
  
	
  
	
  
	
  
Low	
  
Interest	
  Level	
  
QualificaDon	
  Level	
  
MarkeDng	
  Qualified	
  Lead	
  (MQL)	
  
Inquiry	
  	
  
Copyright	
  ©	
  2012,	
  DemandGen	
  InternaDonal,	
  Inc.	
  
CRM	
  ImplementaLon	
  
#LLCseries	
  
Presenting The Scored Leads!
#LLCseries	
  
Sales	
  Team	
  Training	
  
#LLCseries	
  
Service Level Agreements (SLAs)!
*	
  
#LLCseries	
  
Lead Scoring Views!
#LLCseries	
  
Copyright	
  ©	
  2012,	
  DemandGen	
  InternaDonal,	
  Inc.	
  
AudiLng	
  
#LLCseries	
  
#LLCseries	
  
Key Takeaways for Success
1.  Assemble taskforce to discuss characteristics of
sales-ready leads (seek outside expertise from DemandGen.com)!
2.  Determine the criteria and behaviors that should be
captured and incorporated into the lead scoring
model!
3.  Review and finalize the model with taskforce!
4.  Prepare your forms, MA, and CRM!
5.  Build out the lead scoring system and pilot!
6.  Train sales on CRM interface and SLA’s!
7.  Hold quarterly taskforce meetings to audit !
usage and discuss modifications!
#LLCseries	
  
Download Your Free Copy!
www.manufacturingdemand.com!
#LLCseries	
  
Q&A // Panelists!
MODERATOR:	
  
	
  
David	
  Lewis	
  	
  
President	
  and	
  CEO,	
  
DemandGen	
  InternaLonal	
  
david@DemandGen.com	
  
Twi>er:	
  @demandgendave	
  
	
  	
  
	
  
Andrew	
  Gaffney,	
  	
  
Editor,	
  
Demand	
  Gen	
  Report	
  
	
  
#LLCseries	
  
Lead LifeCycle Series Prize Box!
Register,	
  a>end	
  and	
  tweet	
  the	
  Lead	
  LifeCycle	
  Series	
  sessions	
  
using	
  the	
  #LLCseries	
  hashtag	
  to	
  be	
  entered	
  into	
  the	
  Prize	
  Box	
  
giveaway!	
  The	
  more	
  sessions	
  you	
  a>end	
  and	
  tweet,	
  the	
  higher	
  
the	
  chance	
  at	
  winning	
  one	
  of	
  these	
  awesome	
  prizes!	
  	
  
See	
  the	
  full	
  contest	
  details	
  and	
  rules	
  at:	
  
h>p://www3.demandgenreport.com/lls14/contest-­‐rules.html	
  
#LLCseries	
  
Thanks for attending this session!!
Make	
  sure	
  to	
  a>end	
  the	
  next	
  session	
  in	
  the	
  Lead	
  LifeCycle	
  Series:	
  
h>p://dg-­‐r.co/lls14	
  

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How To Implement An Effective Lead Scoring System

  • 1. Session sponsored by! #LLCseries   How To Implement ! An Effective Lead ! Scoring System!
  • 2. #LLCseries   Questions / ON24 Logistics ! •  Download  this  white  paper.   •  View  our  podcast.   •  Take  our  assessment   •  …  
  • 3. #LLCseries   Follow  this  webinar  on  Twi>er   #LLCSeries     Demand  Gen  Report:   @DG_Report   DemandGen  InternaDonal,  Inc.:   @demandgenglobal  
  • 4. #LLCseries   Lead LifeCycle Series Prize Box! Register,  a>end  and  tweet  the  Lead  LifeCycle  Series  sessions   using  the  #LLCseries  hashtag  to  be  entered  into  the  Prize  Box   giveaway!  The  more  sessions  you  a>end  and  tweet,  the  higher   the  chance  at  winning  one  of  these  awesome  prizes!     See  the  full  contest  details  and  rules  at:   h>p://www3.demandgenreport.com/lls14/contest-­‐rules.html  
  • 5. #LLCseries   About Demand Gen Report! @DG_Report http://linkd.in/DG_Specialists •  Launched  in  2007  to  track  best  pracDces  in   lead  generaDon   •  Newsle>er  has  grown  to  more  than  28,000   readers   •  We  also  offer  a  menu  of  research  and  best   pracDces  reports     •  New  audio/video  podcasts  at   DemandGenReport.com  
  • 6. #LLCseries   Panelists! MODERATOR:     David  Lewis     President  and  CEO,   DemandGen  InternaLonal       Andrew  Gaffney,     Editor,   Demand  Gen  Report    
  • 7. #LLCseries   Download Your Free Copy! www.manufacturingdemand.com!
  • 8. WARNING! The following show features sales and marketing alignment projects performed under the supervision of professionals.! Accordingly, DemandGen must recommend that no one attempt to recreate or re-enact the activities performed on this show without the help of experienced professionals.!
  • 10. #LLCseries   Why Lead Scoring Sales Efficiency: Ranks each lead at the top of the funnel to help sales focus on the highest priority leads. Nurture Routing: Ranked leads can be routed to the appropriate nurture program based on the objective of the nurture.
  • 11. #LLCseries   5 Common Lead Scoring Models! •  Qualification Only (Fit Criteria)! •  Interest Only (Engagement Behavior)! •  Two-Dimensional (Cumulative roll up score)! •  Two-Dimensional (Quadrant intersect rank)! •  Predictive!
  • 12. #LLCseries   2   Touch  2   Touch  3   Touch  1   +10 – Good Fit Criteria A +10 – Good Fit Criteria B +5 – Engaged on Website +15 – Downloaded Whitepaper Lead Scoring3   5   1   Wait 2 Days Lead Score Reporting6   Website Lead Capture Wait 1 Week Inquiry Nurture4   Campaign Runs MarkeLng   AutomaLon   CRM   Sales Engagement 10  20  25  40  
  • 13. #LLCseries   Two Dimensional Lead Scoring! QualificaDon   Level   (fit)   Interest   Level   (engagement)   Lead   RaDng   A B  B   C  
  • 14. Copyright  ©  2012,  DemandGen  InternaDonal,  Inc.   Interest  
  • 15. #LLCseries   In  the  physical  world  you   can  see  the  interest  of  a  lead.  
  • 16. #LLCseries   Interest  scores  leverage  their   digital  body  language  (engagement)  
  • 17. #LLCseries   Measuring Interest Level! •  Website Behavior! •  Number of visits to site, # of pages visited, how recent, areas of interest (content)! •  Form Activity! •  Number of forms submitted, high interest forms (content type)! •  Email Responsiveness! •  Event Participation!
  • 18. Copyright  ©  2012,  DemandGen  InternaDonal,  Inc.   Fit  
  • 21. #LLCseries   Case Study: Diabetes Management 6. # of Injections/Day? 2. Who are you? (Persona) 3. Which Insurance Provider? 4. Current Treatment Method? 1. What Type of Diabetes? 5. Patients Age?
  • 23. #LLCseries   Sample Rating Matrix! C   D   E   B   C   D   A   B   C                      Low                                                  Medium                                                High   High         Medium           Low   Interest  Level   QualificaDon  Level   MarkeDng  Qualified  Lead  (MQL)   Inquiry    
  • 24. Copyright  ©  2012,  DemandGen  InternaDonal,  Inc.   CRM  ImplementaLon  
  • 26. #LLCseries   Sales  Team  Training  
  • 27. #LLCseries   Service Level Agreements (SLAs)! *  
  • 30. Copyright  ©  2012,  DemandGen  InternaDonal,  Inc.   AudiLng  
  • 32. #LLCseries   Key Takeaways for Success 1.  Assemble taskforce to discuss characteristics of sales-ready leads (seek outside expertise from DemandGen.com)! 2.  Determine the criteria and behaviors that should be captured and incorporated into the lead scoring model! 3.  Review and finalize the model with taskforce! 4.  Prepare your forms, MA, and CRM! 5.  Build out the lead scoring system and pilot! 6.  Train sales on CRM interface and SLA’s! 7.  Hold quarterly taskforce meetings to audit ! usage and discuss modifications!
  • 33. #LLCseries   Download Your Free Copy! www.manufacturingdemand.com!
  • 34. #LLCseries   Q&A // Panelists! MODERATOR:     David  Lewis     President  and  CEO,   DemandGen  InternaLonal   david@DemandGen.com   Twi>er:  @demandgendave         Andrew  Gaffney,     Editor,   Demand  Gen  Report    
  • 35. #LLCseries   Lead LifeCycle Series Prize Box! Register,  a>end  and  tweet  the  Lead  LifeCycle  Series  sessions   using  the  #LLCseries  hashtag  to  be  entered  into  the  Prize  Box   giveaway!  The  more  sessions  you  a>end  and  tweet,  the  higher   the  chance  at  winning  one  of  these  awesome  prizes!     See  the  full  contest  details  and  rules  at:   h>p://www3.demandgenreport.com/lls14/contest-­‐rules.html  
  • 36. #LLCseries   Thanks for attending this session!! Make  sure  to  a>end  the  next  session  in  the  Lead  LifeCycle  Series:   h>p://dg-­‐r.co/lls14