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Lead scoring is a method of quantifying the value of a sales lead by categorizing its probability to generate revenue. With this information, Sales executives and managers can manage their pipeline more effectively by optimizing sales resource allocation. Lead scoring can rapidly improve the relationship between Marketing and Sales by driving measurable revenues.
This Excel-based Lead Scoring Template helps you analyze leads and identify strong prospects. The best possible score for a lead is 100, which is based on 6 criteria for evaluating explicit and implicit need for your product or service.
In this Lead Scoring Template, the first step is to define the criteria you will be using and the weighting scale. The criteria are divided into two major categories, profile and activities. Once you have defined your criteria, continue to the lead scoring tab, list all of your leads, and begin scoring them on scale of 1 to 10. The value in parentheses is the maximum value that can be granted for that particular category. Depending on the score you should determine whether your contacts are an A lead, B lead or a C lead.