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T
tracitaylor
Level 2
September 28, 2016
Question

Salesforce Lead Score Reset

  • September 28, 2016
  • 3 replies
  • 2488 views

We have a pretty good lead scoring model in place that is synced with Salesforce. However, oftentimes a sales rep will follow up with a "qualified lead" who isn't quite ready to purchase. I'd like the ability for the sales rep to "reset" the lead score back to 0 from Salesforce so that when that leads hits a qualified score the next time they can follow up with them again.

Has anyone ever done this and know how I would even get started?

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3 replies

A
Anonymous
September 29, 2016

Hi Traci

We are using similar process for our sales team. In our case, if sales team finds that lead is not valid, they will diminish the score to lower value but not zero with reason field updated. On Marketo end, we do verify if lead score is changed from SFDC, they will get into the separate nurturing path.

Regards

Kapil

Grégoire_Miche2
Grégoire_Miche2
Level 10
September 29, 2016

Hi Tracy,

This is one place where separating demographic score and behavior score comes handy. We usually reduce the behavior score to 0 and lead the demo score untouched in this situation. We do it automatically when the lead is set to a "Recycled" status by the sales.

-Greg

Priyank_Joshi3
Priyank_Joshi3
Level 5
September 29, 2016

Hi Traci,

  • Instead of lowering the lead score from SF itself, I would suggest to create a Lead Status custom picklist type field.
  • Add picklist value something like - "identified to reset score".
  • In your Lead Scoring Program create a trigger campaign which listens to data value changes for Lead Status field with value "Identified to Reset Score" with flow step to bring Lead Score=0, if need be you can also add notes from this campaign, if you want to create more robust structure to help sales team identify reasons of sudden change in Lead Score value.

Thanks

Priyank

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