Book a conversation
Marketing Automation
Marketing automation

Lead scoring, routed to the right rep

We score and grade your leads against your own sales data, then route each one to the right person automatically. Sales get the leads worth calling, with the marketing history on the record.

Review your lead data What's included
At a glance
Works with
Account Engagement, Sales Cloud
Scoped and priced in
Statement of work
Salesforce certifications
50+

Why good leads get missed

These problems sit between the form fill and the first sales call.

  1. No shared idea of a good lead

    Marketing can't show which leads are worth a call, so sales work their own list instead.

  2. Allocation done by hand

    Someone sorts new leads between reps and account managers manually, and it becomes the bottleneck.

  3. Sales can't see the history

    Reps call without knowing what a lead has read, clicked or asked, because it lives in another system.

Funnel routing scored leads to three destinations: a top-rated lead, the right sales rep and a nurture email

What's included

Scoped per project in the statement of work.

  1. Lead data analysis

    We analyse the leads already in Salesforce to find out which ones are genuinely marketing leads.

  2. Scoring & grading

    Prospect scoring for interest and grading for fit, defined with sales and tested before go-live.

  3. Qualification rules

    Clear stages and validation checks, so every lead is qualified the same way at each step.

  4. Automated routing

    Assignment rules that send each lead to the right rep or account manager, without manual sorting.

  5. Sales alerts & visibility

    Tasks and alerts when a lead acts, with its marketing history shown on the Salesforce record.

  6. Data governance

    Rules for how lead data is captured, imported and kept clean, so scores stay accurate over time.

Method

How a scoring project runs

Our seven-step delivery process, grouped into four stages.

  1. Scope & analyse

    Scope agreed in a statement of work, then a review of your current leads and how sales qualify them.

  2. Design

    Scoring, grading and routing rules agreed with sales and set out in a Configuration Blue Print.

  3. Build & test

    Rules shown to both teams as they take shape, then tested end to end before your sign-off.

  4. Launch & review

    Go-live with training for sales and marketing, then regular contact to tune the model.

Technical scope

For the people who'll sign the scope off. Everything here is confirmed in the statement of work before the build starts.

Platforms
Account Engagement, Sales Cloud
Objects
Lead, Contact, Account, Opportunity, Campaign
Automation
Scoring, grading, assignment rules, workflow alerts, validation rules
Lead sources
Automated lead file imports into Salesforce
Deliverables
Lead analysis, scoring spec, routing rules, training

Questions

Scoring measures interest, from what a lead does. Grading measures fit, from who they are. Together they tell sales who to call first.

Scoring and grading are built into Account Engagement. Routing rules can run in Sales Cloud on their own, so we'll advise on what you need.

Yes. Rules can split leads between business development reps, account managers or regions, based on the criteria you agree.

Yes. Scores, grades and recent marketing activity show on the Salesforce record, so reps have the context before they call.

Not just as instructed

Book a free consultation

Tell us the outcome you need, and talk it through with one of our certified Salesforce consultants.

Book a consultation info@seamlessideas.co.uk