Identifying/Tagging Deals according to qualification on contact and company

NicoAndrono — Fri, 09 Aug 2024 19:10:39 GMT

I'm currently implementing a system where I combine a Company Score and Contact Score within the Deal Pipeline in the Sales Hub. My goal is to quickly identify super-qualified cases, some in between and so forth.

So basically, I can have companies that are qualified, but the contact is not, and I can work through the org. chart. The other way around I could have a qualified contact, but not a company.

Now there are at least 4 possibilities for this, which are:
- Both as qualified

- Contact qualified

- Company qualified

- Both unqualified

Which is the best way to name those tags? I was thinking of "SQL" with both. "MQL" as marketing qualified for when I have just one qualified and "Unqualified" for both unequal.

What are your thoughts here? I'm also having a scale for doubtful qualifications, which makes things harder.

Re: Identifying/Tagging Deals according to qualification on contact and company

Ben_M — Sat, 10 Aug 2024 13:06:38 GMT

Are you selling to Accounts to Contacts? That would be the first question I would ask in your methodology as you are entering Account-Based territory with your setup if you are selling to accounts where you have MQAs and SQAs (Marketing/Sales Qualified Accounts) that are related to MQLs and SQLs. I would start there to define if this sounds like the path you are going down and whether it's worth starting those discussions at your organization.

topic Re: Identifying/Tagging Deals according to qualification on contact and company in Sales Hub Tools

Identifying/Tagging Deals according to qualification on contact and company

Re: Identifying/Tagging Deals according to qualification on contact and company