Lead Scoring system implementation

Smart CRM & Sales Hub Sales Hub Tools
1

Good day, colleagues,

We are about to implement the Lead Scoring model and are curious about the right place to have it—on the level of lead or company (that is associated with a company). I assume it is not correct to have it attached to each contact associated with a lead, and the best place is to create a card with several entities, e.g., Timing—score (0 or 1), Need—score (1 or 2), budget—score, company size—score, etc.

We aim to have a report at the end of the day with a lead scoring model (scores itself) related to each lead/ company and decide which one of those can be moved to SAL (Sales Accepted Lead), taking into consideration it a lead should have more than 5 out of 10).

Thank you.

2

Hi,

It’s better to keep lead scoring at the lead level rather than the company, as individual leads can vary in engagement or decision-making power, even within the same company.

Your idea to break scores into categories like timing, need, budget, and company size is great, just make sure the weights reflect what’s most important for your sales process.

Use HubSpot’s automation to assign points based on criteria like recent activity or form submissions. For your 5/10 threshold to move leads to SAL, monitor how well it works and adjust if needed.