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#INBOUND16 23 1/2 TIPS TO MASTER LEAD SCORING The Hows, The Whos and The Whatchamacallits Michael Rejmaniak @mrejmaniak Va...
#INBOUND16 Vanessa Stirling yeti@measuredresultsmarketing.com @vrswrtr Ask me about: Sales and marketing alignment, metric...
#INBOUND16 1. High level jargon stuff 2. Lead scoring model inputs 3. Lead scoring in HubSpot 4. Wrapping up: Things to ke...
#INBOUND16 Companies that do lead scoring right have 192% higher average lead qualification rate. - Aberdeen Research 192%
#INBOUND16 1 HIGH LEVEL JARGON STUFF
#INBOUND16 1. KNOW DEFINITION OF LEAD SCORING • (So you can easily explain it to non-Inbound geniuses) Lead Scoring is a w...
#INBOUND16 2. DEFINING MQL NOT JUST FOR MARKETING • Develop MQL criteria with both Marketing and Sales • (Yes those guys w...
#INBOUND16 Companies with aligned sales and marketing generated 208% more revenue from marketing. - [HubSpot] 208%
#INBOUND16 3. LEAD SCORING IMPACTS ALL MARKETING AUTOMATION PROCESSES • When developing your scoring model, you must think...
#INBOUND16 2 LEAD SCORING MODEL INPUTS
#INBOUND16 4. USE EXPLICIT (FIRMOGRAPHIC) / IMPLICIT (BEHAVIORAL) DATA. It’s ok to start with the data you have already an...
#INBOUND16 5. IS IT POSSIBLE TO CAPTURE OR INFER MQL DATA?
#INBOUND16 6. GET CREATIVE WITH YOUR DATA CAPTURE • Pace data capture through progressive profiling on your forms. http://...
#INBOUND16 7. PICK MINIMUM SCORE FOR MQL AS BASIS FOR MODEL • Think about what criteria should be an “Automatic qualifier”...
#INBOUND16 8. THINK ABOUT COMMON PATHS THROUGH YOUR BUYER’S JOURNEY • Compare common activities • Pin those against your s...
#INBOUND16 9. BEFORE YOU DIVE IN, START WITH A WHITE BOARD • Like a complex workflow, it’s best to map out all your attrib...
#INBOUND16 10. CASE STUDY Creating an initial lead scoring model 50 75 100
#INBOUND16 3 LEAD SCORING IN HUBSPOT
#INBOUND16 11. PREDICTIVE & MANUAL OPTIONS • Predictive Lead Scoring uses your historical data to learn the attributes and...
#INBOUND16 12. USE BOTH POSITIVE & NEGATIVE ATTRIBUTES • You can add positive attributes for explicit or activity data. • ...
#INBOUND16 13. MANUAL LEAD SCORING IS MAPPED TO THE “HUBSPOT SCORE” FIELD • The HubSpot Score field CANNOT be edited manua...
#INBOUND16 14. SCORING LOGIC SIMILAR TO WORKFLOW / LIST MEMBERSHIP
#INBOUND16 15. THERE IS NO “OR” LOGIC IN LEAD SCORING ATTRIBUTES Attribute 1 Attribute 2
#INBOUND16 1. When you hit save, your changes will be live and scores will adjust automatically. 2. Currently there is no ...
#INBOUND16 17. UTILIZE HUBSPOT’S “TEST CONTACT” FEATURE • Great way to test your model against contacts.
#INBOUND16 18. “Back-up” before large scale edits Set Old Scores to “0” ZERO
#INBOUND16 19. IF INTEGRATED WITH CRM, ADD CONTACTS WITH QUALIFYING SCORE INTO INCLUSION LIST
#INBOUND16 • Improved integration with CRM tools (like Salesforce.com) helps integrate sales/marketing efforts 20. Score d...
#INBOUND16 4 WRAPPING UP: THINGS TO KEEP IN MIND
#INBOUND16 21. MAKE YOUR LEAD SCORING MODEL SELF SUSTAINING • Limit use of specific form or landing page names
#INBOUND16 22. CASE STUDY Building a “low maintenance” lead scoring model
#INBOUND16 23. THE 4TH SOLUTION TO A PROBLEM WILL MOST LIKELY WORK • Try to refine your solution 4 times and you will most...
#INBOUND16 23½. LEAD SCORING MODELS ARE NOT LIKE RONCO OVENS • You don’t just “Set it & forget it!” • Review your scoring ...
#INBOUND16 5 Q & A & S
#INBOUND16 THANK YOU.
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Michael Rejmaniak - 23 1/2 Tips to Master Lead Scoring

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So, you’re executing campaigns and winning at INBOUND marketing. Leads are flowing and you’re sending them to sales, but sales doesn’t know how good the leads are and who to follow up with first. If you want sales to feel more confident about lead quality and expedite their follow-up, or if you’re in sales and you want to better understand what marketing is giving you, then it’s time to get epic with Lead Scoring.

In this presentation, you’ll learn 23 1/2 tips that you’ll need to know in order to master lead scoring. From strategy to hands-on in HubSpot to your CRM integration, attendees will walk away with both great ideas and practical knowledge on building their own lead scoring model in HubSpot that makes sales and marketing happy.

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Michael Rejmaniak - 23 1/2 Tips to Master Lead Scoring

  1. 1. #INBOUND16 23 1/2 TIPS TO MASTER LEAD SCORING The Hows, The Whos and The Whatchamacallits Michael Rejmaniak @mrejmaniak Vanessa Stirling @vrswrtr
  2. 2. #INBOUND16 Vanessa Stirling yeti@measuredresultsmarketing.com @vrswrtr Ask me about: Sales and marketing alignment, metrics and the band Cowboy Mouth NICE TO MEET YOU Michael Rejmaniak mike@measuredresultsmarketing.com @mrejmaniak Ask me about: CRM integrations, workflows and how to make a good pasta salad
  3. 3. #INBOUND16 1. High level jargon stuff 2. Lead scoring model inputs 3. Lead scoring in HubSpot 4. Wrapping up: Things to keep in mind 5. Q & A AGENDA
  4. 4. #INBOUND16 Companies that do lead scoring right have 192% higher average lead qualification rate. - Aberdeen Research 192%
  5. 5. #INBOUND16 1 HIGH LEVEL JARGON STUFF
  6. 6. #INBOUND16 1. KNOW DEFINITION OF LEAD SCORING • (So you can easily explain it to non-Inbound geniuses) Lead Scoring is a way to predict a person’s readiness to buy based on a set of data and activities.
  7. 7. #INBOUND16 2. DEFINING MQL NOT JUST FOR MARKETING • Develop MQL criteria with both Marketing and Sales • (Yes those guys with the real slick haircuts. Think Boiler Room)
  8. 8. #INBOUND16 Companies with aligned sales and marketing generated 208% more revenue from marketing. - [HubSpot] 208%
  9. 9. #INBOUND16 3. LEAD SCORING IMPACTS ALL MARKETING AUTOMATION PROCESSES • When developing your scoring model, you must think about all the pieces that are affected by it. • Landing pages, forms, fields, integrations, lead assignment criteria
  10. 10. #INBOUND16 2 LEAD SCORING MODEL INPUTS
  11. 11. #INBOUND16 4. USE EXPLICIT (FIRMOGRAPHIC) / IMPLICIT (BEHAVIORAL) DATA. It’s ok to start with the data you have already and refine over time
  12. 12. #INBOUND16 5. IS IT POSSIBLE TO CAPTURE OR INFER MQL DATA?
  13. 13. #INBOUND16 6. GET CREATIVE WITH YOUR DATA CAPTURE • Pace data capture through progressive profiling on your forms. http://bit.ly/2du0VEu • Consider data appending companies to help capture additional data you need. [picture of form with progressive collection] Here’s Hubspots https://knowledge.hubspot.com/for ms-user-guide-v2/how-to-use-smart- fields-and-progressive-profiling
  14. 14. #INBOUND16 7. PICK MINIMUM SCORE FOR MQL AS BASIS FOR MODEL • Think about what criteria should be an “Automatic qualifier” that should send a lead across and score those highly >50 PROSPECT MQL
  15. 15. #INBOUND16 8. THINK ABOUT COMMON PATHS THROUGH YOUR BUYER’S JOURNEY • Compare common activities • Pin those against your scoring model • Are they scoring as expected?
  16. 16. #INBOUND16 9. BEFORE YOU DIVE IN, START WITH A WHITE BOARD • Like a complex workflow, it’s best to map out all your attributes in a document and assign them a score. http://www.therapymarketingcoach.com/marketing/
  17. 17. #INBOUND16 10. CASE STUDY Creating an initial lead scoring model 50 75 100
  18. 18. #INBOUND16 3 LEAD SCORING IN HUBSPOT
  19. 19. #INBOUND16 11. PREDICTIVE & MANUAL OPTIONS • Predictive Lead Scoring uses your historical data to learn the attributes and behaviors that lead to customer acquisition. • Manual Lead Scoring allows you to build completely custom model based on the attributes/activities you know are important. What version of HubSpot do I have? http://bit.ly/2diuH1f
  20. 20. #INBOUND16 12. USE BOTH POSITIVE & NEGATIVE ATTRIBUTES • You can add positive attributes for explicit or activity data. • You can deduct points for missing data or common spam sources.
  21. 21. #INBOUND16 13. MANUAL LEAD SCORING IS MAPPED TO THE “HUBSPOT SCORE” FIELD • The HubSpot Score field CANNOT be edited manually. • It can only be modified via attributes in your lead scoring model.
  22. 22. #INBOUND16 14. SCORING LOGIC SIMILAR TO WORKFLOW / LIST MEMBERSHIP
  23. 23. #INBOUND16 15. THERE IS NO “OR” LOGIC IN LEAD SCORING ATTRIBUTES Attribute 1 Attribute 2
  24. 24. #INBOUND16 1. When you hit save, your changes will be live and scores will adjust automatically. 2. Currently there is no draft mode to save a scoring model. 16. HubSpot lead scoring calculates score in real-time
  25. 25. #INBOUND16 17. UTILIZE HUBSPOT’S “TEST CONTACT” FEATURE • Great way to test your model against contacts.
  26. 26. #INBOUND16 18. “Back-up” before large scale edits Set Old Scores to “0” ZERO
  27. 27. #INBOUND16 19. IF INTEGRATED WITH CRM, ADD CONTACTS WITH QUALIFYING SCORE INTO INCLUSION LIST
  28. 28. #INBOUND16 • Improved integration with CRM tools (like Salesforce.com) helps integrate sales/marketing efforts 20. Score displays within Lead Intelligence Module
  29. 29. #INBOUND16 4 WRAPPING UP: THINGS TO KEEP IN MIND
  30. 30. #INBOUND16 21. MAKE YOUR LEAD SCORING MODEL SELF SUSTAINING • Limit use of specific form or landing page names
  31. 31. #INBOUND16 22. CASE STUDY Building a “low maintenance” lead scoring model
  32. 32. #INBOUND16 23. THE 4TH SOLUTION TO A PROBLEM WILL MOST LIKELY WORK • Try to refine your solution 4 times and you will most likely find the droids. • And, it always helps to geek out with a fellow Jedi…
  33. 33. #INBOUND16 23½. LEAD SCORING MODELS ARE NOT LIKE RONCO OVENS • You don’t just “Set it & forget it!” • Review your scoring model every 3-6 months. • Make sure you are measuring so you know if it is working.
  34. 34. #INBOUND16 5 Q & A & S
  35. 35. #INBOUND16 THANK YOU.

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