Sales Qualified Lead Attributed
To support existing business model, the Sales Managers should be able to view and/or maintain the following information for sales-qualified leads:
● Lead Source (contact form, channel partner, tradeshow, webinar, etc.)
● Landing page topic (for leads that came from contact form)
● Lead Status (New, Working, Qualified, Unqualified, Converted)
● Reason for Unqualified (dropdown with reasons, e.g.: Too Small, Unserved Geography, Bad Information)
● Personal LinkedIn profile URL
● Role in the company
Automated BANT Score System
Currently using any vendor’s solution? Looking to change or not?
Time frame?
Decision maker?
Budget?
The rating will be calculated based on various data points in the lead following an automation rule with math function:
{{#=}}{{issue.Lead's Current Situation Score}}+{{issue.Lead's Decision Making Score}}+{{issue.Lead's Timeline Score}}{{/}}
Conversion and Notification
If a lead’s company already exists in the accounts database, the Sales Manager should have the ability to add that contact to the existing account record.
When a lead is qualified by a Sales Manager manually or automatically (based on total score), the the lead is to be converted into a set of 3 new items: account, contact and opportunity.
Head of Sales should receive an email notification that a new conversion has been processed.
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