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How Lead Scoring Helps
  Drive Conversions



          #AOWEB
Chat or Q/A




    #AOWEB
Today’s Presenters




 Andrew Gaffney              Atri Chatterjee
Editor, DemandGen Report     CMO, Act-On Software
Poll Question:
Are you currently using Lead
         Scoring?
Need for Scoring



           Up To




                     of sales leads are not properly leveraged
                     or are completely ignored, thus wasting
                             marketing program dollars.




(Gartner Research)
Impact of Lead Scoring




                         of survey respondents said that their primary
                            reason for implementing a lead scoring
                            system was to achieve added revenue




(GleanSight Lead Prioritization Report, Gleanster Research)
Impact of Lead Scoring

 The average lead generation ROI for
 organizations using a lead scoring
 process is




        In comparison to               lead generation ROI from those
                                       surveyed who were not using a
                                       lead scoring process.


(MarketingSherpa - Jan 2012)
Challenges of Scoring

Rate the level of priority given to each functional area PRIOR to
selecting/deploying a marketing automation solution.

                                               Somewhat
                            Very Important                 Not Prioritized
                                               Important

         Email Marketing        82%              14%            4%

     Drip Email Marketing       44%              34%           22%

          Lead Nurturing        61%              23%           16%

            Lead Scoring        36%              41%           23%
       Anonymous Visitor
              Tracking          28%              46%           26%

              Web Forms         64%              22%           14%

          Landing Pages         59%              34%            7%
How To


Simple scoring systems
can be established to
factor in both activity and
demographic profiles
Lead Scoring Example

Example
•     You're a small software company that sells patch management software.
•     You have two offices, one in Asia and one in the US, but you aren't global yet.
•     Your software isn't cheap, so you need prospects with reasonably large budgets.
    Registration Question              Excellent Prospect                  Okay Prospect              Bad Prospect
    Job Title                       IT Director          5             System              3   Sales Engineer        -4
                                                                     Administrator

    Location of                   United States          5            Hong Kong            4     Romania             -5
    Headquarters
    Company Size                     > 5,000             4           1,000 - 5,000         2      < 1,000            -2

    Industry                       Information           5            Computer             4    Automotive           -5
                                   Technology                         Software
                                     Services
    Budget                           > 50,000            4          10,000 - 50,000        3     < 10,000            -2



                                        Implicit Online Behaviour                                      Point Value
    Visitor downloaded the How Do We Compare To Our Competition white paper                                  5
    Visitor browsed company website multiple times in the past 7 days.                                       5

    Visitor downloaded the Evaluation Guide.                                                                 5
    Visitor is already a lead in the sales system.                                                           4
    Visitor clicked on company's Jobs web page.                                                              -5
Impact of Scoring


Prioritizing hot leads improves close
rates and ensures timely response to
ready buyers




                                        #AOWEB
Example: Setting Scoring Rules




                          #AOWEB
Profile-Based Scoring
Behavioral-Based Scoring




                   #AOWEB
Poll Question:
What attributes are you scoring?
Scoring’s Impact On Campaigns


Lead scoring can improve the
effectiveness of online campaigns by
providing intelligence for segmentation
and targeting.
What activities should I score?


Email Marketing                       Web Visits                            Webinars
• Clicked on message                  • How many pages did they visit?      • Attendees vs. Non-Attendees
• More points for specific            • Which pages did they visit:         • Who visited registration page but
  messages                              Contact Us and/or Pricing vs          didn’t submit
• Do not assign score for:              Support?
  • “Email sent” – no action taken    • How often do they visit the site?
    on their part                     • Where did they come from?
  • “Opens”




Forms                                 Pay-Per-Click                         Other Demand Gen
• Submitted /viewed form              • Which keywords perform the          • Download whitepaper or other
• How did they respond to the           best?                                 media?
  questions?                          • What is my cost per click?          • Attended a trade show / physical
• Is the data they provided valid?    • Where did they come from?             event?
• Do they fit your target audience?                                         • Which mailing lists performed
                                                                              the best?
                                                                            • Which print advertising generates
                                                                              leads?

                                                                                                  #AOWEB
Poll Question:
How are you prioritizing leads?
Aligning Messaging

    What were the business objectives that you were looking
    to address when you decide to deploy a marketing
    automation solution?
                                                                       (check all that apply)

                                                                                 Response
                                                                                  Count

                 Personalizing Communication
                                With Prospects                                   43%
                                   Generating
                                   More Leads                                    68%
                   Increasing Flow Of Qualified
                            Sales Opportunities                                  70%
                                  Re-engaging
                                Inactive Leads                                   36%
                         Learning More About
                         Interests of Prospects                                  29%




(GleanSight Lead Prioritization Report, Gleanster Research)
The Funnel

                                                Word of
                                                mouth

• Top of funnel:
  Marketing
                                               Marketing

• Middle of funnel:
  Lead qualification
                       Raw leads
                                               Lead
• Bottom of funnel:       Qualified leads      Qual
  Sales team

                             Sales
                           prospects        Sales


                                               #AOWEB
Relationship Between Scoring/Nurturing

Categorizing longer-term leads helps to keep them
warm with lead nurturing campaigns


   What were the business objectives that you were looking to
   address when you decide to deploy a marketing automation     (check all that apply)
   solution?
                                                                          Response
                                                                           Count

      Personalizing Communication
                     With Prospects                                       43%
                       Generating
                       More Leads                                         68%
       Increasing Flow Of Qualified
                Sales Opportunities                                       70%
                      Re-engaging
                    Inactive Leads                                        36%
              Learning More About
              Interests of Prospects                                      29%


                                                                                 #AOWEB
Nurturing in Action


New leads
• Further qualify prospects
• Maintain prospect mindshare
Re-engage/Re-market
• Reach back out to contacts that are “lost to
  no decision”
• Stay top of mind for when they’re ready to
  make decision
                                            #AOWEB
Example: Re-Marketing Nurture




                        #AOWEB
Poll Question:
 On a scale of 1-5, how satisfied
are you with your current scoring
       and nurturing tool?
Next Steps
8 Tips for Getting Started with Lead Scoring


1.   Take Ownership
2.   Start Somewhere
3.   Stay in Sync with Sales
4.   Measure, Measure, Measure
5.   Profile your Prospects
6.   Set Scoring Parameters
7.   Embrace the Negative
8.   Automate




                                                  #AOWEB
Ready to Learn More?
    Sign up for a demo:
     actonsoftware.com

  blog.actonsoftware.com

          Can’t Wait?
Call our hotline at: 1 (877) 530-1555
    Email us: sales@act-on.net

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Lead Scoring Conversions Webinar

  • 1. How Lead Scoring Helps Drive Conversions #AOWEB
  • 2. Chat or Q/A #AOWEB
  • 3. Today’s Presenters Andrew Gaffney Atri Chatterjee Editor, DemandGen Report CMO, Act-On Software
  • 4. Poll Question: Are you currently using Lead Scoring?
  • 5. Need for Scoring Up To of sales leads are not properly leveraged or are completely ignored, thus wasting marketing program dollars. (Gartner Research)
  • 6. Impact of Lead Scoring of survey respondents said that their primary reason for implementing a lead scoring system was to achieve added revenue (GleanSight Lead Prioritization Report, Gleanster Research)
  • 7. Impact of Lead Scoring The average lead generation ROI for organizations using a lead scoring process is In comparison to lead generation ROI from those surveyed who were not using a lead scoring process. (MarketingSherpa - Jan 2012)
  • 8. Challenges of Scoring Rate the level of priority given to each functional area PRIOR to selecting/deploying a marketing automation solution. Somewhat Very Important Not Prioritized Important Email Marketing 82% 14% 4% Drip Email Marketing 44% 34% 22% Lead Nurturing 61% 23% 16% Lead Scoring 36% 41% 23% Anonymous Visitor Tracking 28% 46% 26% Web Forms 64% 22% 14% Landing Pages 59% 34% 7%
  • 9. How To Simple scoring systems can be established to factor in both activity and demographic profiles
  • 10. Lead Scoring Example Example • You're a small software company that sells patch management software. • You have two offices, one in Asia and one in the US, but you aren't global yet. • Your software isn't cheap, so you need prospects with reasonably large budgets. Registration Question Excellent Prospect Okay Prospect Bad Prospect Job Title IT Director 5 System 3 Sales Engineer -4 Administrator Location of United States 5 Hong Kong 4 Romania -5 Headquarters Company Size > 5,000 4 1,000 - 5,000 2 < 1,000 -2 Industry Information 5 Computer 4 Automotive -5 Technology Software Services Budget > 50,000 4 10,000 - 50,000 3 < 10,000 -2 Implicit Online Behaviour Point Value Visitor downloaded the How Do We Compare To Our Competition white paper 5 Visitor browsed company website multiple times in the past 7 days. 5 Visitor downloaded the Evaluation Guide. 5 Visitor is already a lead in the sales system. 4 Visitor clicked on company's Jobs web page. -5
  • 11. Impact of Scoring Prioritizing hot leads improves close rates and ensures timely response to ready buyers #AOWEB
  • 12. Example: Setting Scoring Rules #AOWEB
  • 15. Poll Question: What attributes are you scoring?
  • 16. Scoring’s Impact On Campaigns Lead scoring can improve the effectiveness of online campaigns by providing intelligence for segmentation and targeting.
  • 17. What activities should I score? Email Marketing Web Visits Webinars • Clicked on message • How many pages did they visit? • Attendees vs. Non-Attendees • More points for specific • Which pages did they visit: • Who visited registration page but messages Contact Us and/or Pricing vs didn’t submit • Do not assign score for: Support? • “Email sent” – no action taken • How often do they visit the site? on their part • Where did they come from? • “Opens” Forms Pay-Per-Click Other Demand Gen • Submitted /viewed form • Which keywords perform the • Download whitepaper or other • How did they respond to the best? media? questions? • What is my cost per click? • Attended a trade show / physical • Is the data they provided valid? • Where did they come from? event? • Do they fit your target audience? • Which mailing lists performed the best? • Which print advertising generates leads? #AOWEB
  • 18. Poll Question: How are you prioritizing leads?
  • 19. Aligning Messaging What were the business objectives that you were looking to address when you decide to deploy a marketing automation solution? (check all that apply) Response Count Personalizing Communication With Prospects 43% Generating More Leads 68% Increasing Flow Of Qualified Sales Opportunities 70% Re-engaging Inactive Leads 36% Learning More About Interests of Prospects 29% (GleanSight Lead Prioritization Report, Gleanster Research)
  • 20. The Funnel Word of mouth • Top of funnel: Marketing Marketing • Middle of funnel: Lead qualification Raw leads Lead • Bottom of funnel: Qualified leads Qual Sales team Sales prospects Sales #AOWEB
  • 21. Relationship Between Scoring/Nurturing Categorizing longer-term leads helps to keep them warm with lead nurturing campaigns What were the business objectives that you were looking to address when you decide to deploy a marketing automation (check all that apply) solution? Response Count Personalizing Communication With Prospects 43% Generating More Leads 68% Increasing Flow Of Qualified Sales Opportunities 70% Re-engaging Inactive Leads 36% Learning More About Interests of Prospects 29% #AOWEB
  • 22. Nurturing in Action New leads • Further qualify prospects • Maintain prospect mindshare Re-engage/Re-market • Reach back out to contacts that are “lost to no decision” • Stay top of mind for when they’re ready to make decision #AOWEB
  • 24. Poll Question: On a scale of 1-5, how satisfied are you with your current scoring and nurturing tool?
  • 26. 8 Tips for Getting Started with Lead Scoring 1. Take Ownership 2. Start Somewhere 3. Stay in Sync with Sales 4. Measure, Measure, Measure 5. Profile your Prospects 6. Set Scoring Parameters 7. Embrace the Negative 8. Automate #AOWEB
  • 27. Ready to Learn More? Sign up for a demo: actonsoftware.com blog.actonsoftware.com Can’t Wait? Call our hotline at: 1 (877) 530-1555 Email us: sales@act-on.net