The BANT framework stands for Budget, Authority, Need, and Timeline

• Budget: Does the lead have the financial resources allocated for the solution?

• Authority: Is the decision maker identified and involved in the process?

• Need: Is there a recognized need for the solution, and is the lead looking to make a change?

• Timeline: What is the lead's time frame for making a decision or implementing the solution?

is a widely recognized methodology used to assess and qualify sales leads. This approach helps in determining whether a prospect is a good fit for the solution being offered by evaluating their financial capacity, decision-making authority, the urgency of their need, and their timeline for making a purchase.

Implementing BANT as an automated scoring system in a CRM solution streamlines the lead qualification process by automatically calculating a probability score based on these critical factors. This ensures that sales teams can prioritize leads with the highest potential, focus their efforts more effectively, and enhance overall sales efficiency.

Each contributing sub-score is automatically assigned based on Sales manager’s selection from pre-defined options

The total score is automatically calculated or recalculated once this automation rule with math function is triggered:

Sample Automation Rules