Salesforce is good. Everyone has fallen in love with its skillful CRM capacity, its open ended API and vast App Exchange, and its easy configuration and customization. It’s powerful, and since CRM is such a core backbone of modern business, that is saying a lot. Being popular CRM means being popular in business these days. One of the many fruits of this expandable feature set is Salesforce lead scoring, which is actually pretty useful.
Salesforce lead scoring is an app from Salesforce labs, available over their App Exchange. It’s easy to install, and uses simple forms to set lead criteria and rules, so when salesforce import leads it can be prioritized automatically for you.
With this sort of tool, when you enter a new lead into the CRM, it will automatically be put into that lead scoring system, thus instantly revealing the immediate importance and value of the lead that has been created.
Until recently, this was not something that could be done unless you wanted to write some Java to use Apex to basically write what these guys designed. In fact, several people did, and it’s most likely why the guys at Force.com decided to go ahead and implement this as an app.
Now, you may be wondering, can any advice be imparted regarding how to use this technology? Are there any caveats or useful secrets?
Eh, not really, not at this point. Truth be told, it’s all in your skill in setting up sorting criteria, which are very dependent on your business and your labels and lead types. Therefore, I can’t actually predict your situation to give you advice on real use of it.
Nonetheless, it’s not a big deal, because this thing is ridiculously easy to use. So, while you were looking for a guide to this … their support for it is really all you need to know everything about how to use it.
So, really, what I’m giving you is more of a brief review I suppose. But that’s ok. This is a useful thing to have. Marketers will rejoice at lead prioritization like this, saving them so much time. In the past, they had to prioritize leads manually based on criteria they had to formulate.
Now, the CRM which tracks and records leads can also put them in order of importance, value or potentiality for them, making it a single click affair to add, study and retrieve lead information.
A lot of extensions on the App Exchange run the risk of being redundant, doing something Salesforce already does, only with mild enhancements. A solid quarter of stuff on there is bound to be like that.
This however is an original feature, from the developers themselves. It is very powerful and useful, just not complicated to use.
On a final note, this is a free app, meaning you lose nothing by trying it, and even if it’s not heavily used, you’ll use it enough to justify it if it costs you nothing to use.
Salesforce lead scoring is a free and helpful tool. You’d be remiss in not using it, and your marketers are actually probably going to ask you for it anyway. For the best results please read further information about how to merge leads in salesforce. Enjoy.