How do you deliver lead scoring data to sales reps? | Community
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jkyles
Level 4
November 10, 2017
Question

How do you deliver lead scoring data to sales reps?

  • November 10, 2017
  • 1 reply
  • 2009 views

Show me your lead scoring reports! We have a solid lead scoring model in place and I export a smart list from the lead database to deliver a weekly lead scoring report to our lead development/account exec teams. Example:

However, upon interviewing several reps I learned that they don’t find the excel spreadsheet to be useful.

That being said I am welcoming any tips on displaying the scoring data! Including frequency and implementation info SFDC.

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    1 reply

    Darrell_Alfons2
    Darrell_Alfons2
    Level 10
    November 11, 2017

    Not quite the answer to your question, but I address something similar in the first point of my blog post: 4 Ways to Optimize Your Lead Scoring Program 

    J
    jkylesAuthor
    Level 4
    November 13, 2017

    Thanks! I'll definitely bookmark.

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