The document outlines a presentation about using a client relationship management system to segment and score leads based on their interests and activities. It discusses automating nurturing of leads based on scoring thresholds, assigning quotas to team members and notifying them of webpage visits by known contacts. Specific techniques covered include activity, opportunity, and demographic scoring, automated field assignments, link and survey scoring, website tracking, and identifying hot and cold contacts.

1. Presented By:
Daniel Kim, Director of Client Services
3/24/2016

2.  Segment leads and existing clients who
are interested in your services and
efficiently nurture based upon the
interest shown
 Identify and reengage cold
leads/contacts
 Automation based upon threshold of
activity lead scores

3.  Assign quotas to each team member
and review a report of their progress
 Receive automated email notifications
when a known contact lands on a
tracked webpage
 Assign specific lead scores to links, survey
questions, and sign-up forms

5. 1. Lead Scoring
o Activity, Opportunity and CRM Activity
Scoring
o Demographic Scoring
o Lead Scoring Automation
o Automatic User Field Assignments
o CRM Activity Quotas and Leaderboard
Setup
1. User-Defined Data Field Triggers &
Automation
2. Link Library

6. 4. Survey Scoring
5. Website Tracking & Sign-up Forms
o Pages & Scores
o Automation - Website Alerts
o Setting Lead Scores for Sign-up Forms
6. Your Contacts and Customer
Relationship Management System
o Identifying Hot Contacts
o Identifying Cold Contacts

7. Please contact us with any questions.
We’d be happy to help!
Support@GreenRope.com