Major Improvements Needed for Hubspot Scoring

Please upvote this idea!

Current Hubspot scoring is severally lacking compared to its competitors. Hubspots scoring issues are so large that I would strongly warn anyone from choosing Hubspot until they fixed how they score Contacts.

 

1.) Allow the Hubspot Score to be completely be reset. Right now you can only give negative criteria which causes a bunch of different issues.

 

2.) Make it possible for new scoring rules, or changes to existing scoring rules, only effect Contacts going forward. If you change a lead scoring criteria, it will retroactively update all your records. If you have any sort of automation associated with the Lead Scoring, such as a head off process from Marketing to Sales, this causes a huge nightmare. Scoring changes should occur FREQUENTLY based on feedback from Sales or conversion analytics. Right now its very difficult to make any changes to scoring because of this limitation.

 

3.) Show scoring for individual line items within the Contact's Detail Screen and within the Hubspot / Salesforce Visualforce component. Having to "Test" a Contact against your scoring rules is time consuming and inefficient. No one wants to scroll through a giant list of criteria to see if a specific Contact meets a criteria. 

 

4.) Change the way scoring occurs so more generic rules can be set. If you have a new Webinar, whitepaper, etc you're basically forced to create an entire new scoring rule for that specific campaign. You could do it based on a "Type" of campaign or some other Salesforce field, but then you face the issue of creating separate rules for every time the Contact meets the criteria. For example say you have a rule that says if Type = Webinar, give the Contact 10 points... well that works for the first time they meet the criteria. If you want them to be scored for each time they watch a new webinar based on a type field, you're forced to duplicate the scoring rule and specify that they've watched a webinar 2 or more times. The same goes for email clicks. If you want a Contact to be scored for every email click, and not just the first time they meet the criteria, you will have to duplicate the rule out several times and specify within the rule that they've clicked a link at least 2+ times.

 

These are just a few of the major issues I've faced when creating a scoring process within Hubspot. It needs a lot of work.

HubSpot updates
45 Replies
SdPounders
Occasional Contributor

I see that HS moderators have replied saying changes are coming, but do we know when or what types of changes are coming?

GayanG
Regular Contributor

Lead scoring should be able to work off of calculations. 

 

Taking an example, I should be able to say "For each email open 2 points" rather than having to hardcode "email opens = 1, then 2 points... email opens = 2 then 4 points.... etc)

abowman3d
Occasional Contributor

Just as a quick update to my original post. 

 

When we engaged with our Hubspot CSM about a year ago, she mentioned that they intended the Hubspot scoring model to be a relative scoring model that is always out of 100 points, and to have specific actions that would qualify a lead... rather than using the Hubspot score itself to qualify.

 

As an example you can set ranges where 1-3 email clicks = 5 points, 3-6 email clicks = 10 points, etc. You can also set time decay logic to your scoring rules where the score decreases the longer they don't interact with Marketing material. 

 

The score under this model would basically just be a data point for your Sales team, rather than something you could use to qualify leads. Instead you would have to have specific call-to-actions that qualify Leads regardless of their score, I.E. when they fill out a form. 

 

It's personally not how I would envision a scoring model, especially after using other marketing automation systems such as Pardot or Marketo, but this might be helpful for folks trying to work with Hubspot. This also doesn't help with other obvious painpoints, such as creating duplicate scoring rules for multiple email clicks. 

 

I really hope Hubspot is still reconsidering their approach to scoring, but hopefully this information might help you all out in the meantime.

 

 

 

joelvincent
New Contributor

+1 - resetting the HubSpot score to ZERO once the SDR team has exhausted their efforts and kicked it back into "nuture" is extremely important. 

shaebert
New Contributor

Any updates from Hubspot?