Agreed, and it’s still an issue in 2021.
People here have suggested here (and in other posts) that we keep it simple and so on - but to my mind, keeping it simple means having the capacity to:
- has a contact clicked a link in an email? +1 every time
- has contact looked at a webpage (ideally for >20 seconds)? +1 every time
- has a contact completed a form? +5 every time
- has a contact completed this super special form? +20 for that individual form
- has a contact looked at my careers page, or any page within the /careers/ branch? -10 points
And so on.
And! I want to set degradation - as in, points expire after 3 months (or whatever your sales cycle looks like).
I have attempted to find ways to implement lead scoring like this, and have discovered no way to do it, either within HubSpot’s ‘best practice’ methodology OR by jury-rigging.
I have created a better system with workarounds, but it is not good by any stretch. The organisation I’m currently with has an unhelpfully complex and ineffective lead scoring methodology that triggers MQLs that are consequently ignored by sales.
Basically, I have done a lot of reading on this, I have not found a solution. I think it is telling that nowhere either online or in consultation with Hubspot support/customer success can I see actual examples of parts of lead scoring that people find effective. It leads me to believe that this is an area in which Hubspot really needs to commit to development.
If anybody does have a way of applying something even approximating what I’ve outlined above - I would LOVE to see your examples. And if you posted it online, I guarantee you’d get a LOT of interest - check out the search volumes for ‘hubspot lead scoring’ versus any other ‘hubsport thing’ search volume - hubspot lead scoring has been searched at a vastly higher rate than other hubspot functionality for years!