HubSpot Ideas

abowman3d

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からのアップデート
ステータスに更新: In Beta
October 30, 2024 09:24 AM

Hi Folks,

 

Hopefully, by now, you've seen a demo or video (like this), or the Inbound announcement of our new Lead Scoring tool. Lots of what's mentioned above has now been enabled. 

 

For example, with the new tool you get access to:

  • Fit Scoring
  • Engagement Scoring
  • Ability to say 'any email click +1' (or other marketing asset)
  • Ability to specify which specific email (or other marketing asset)
  • Ability to set up thresholds based on the score (if 0-25 = low if 25-100 = hot)
  • Ability to set up a record card to see historically why a contact has their score
  • Ability to reset the score via worklfows

 

The 100 filter limit is also not applied in the new tool nor should you actually need to use that many filters with these new capabilities. We hope you like it

 

Click below to opt in to the Public Beta!

https://app.hubspot.com/l/product-updates/?update=13947245 

ステータスに更新: Idea Submitted
October 17, 2023 03:39 AM

Hi all,

 

I'm Dom, a Product Manager at HubSpot. First of all, I want to acknowlege the frustration that the current solution is causing and the feeling that HubSpot is not investing enough reseources into fixing the current solution.
My team and I are currently delving into Lead Scoring for Marketers at the moment and we’d be really interested in learning more about your use cases. We’d like to find out how you are currently scoring your leads, what’s working for you and what’s not working at the moment and what features you would like to see incorporated into HubSpot in the future. 

If you’re a marketer interested in lead scoring and open to a brief 30-minute call with me and my team, please feel free to reach out to me via a direct message.  

Best,

Dom

October 21, 2018 04:55 PM

Hi HubSpot Community - thank you all for providing your feedback on this issue. I'm a member of our Product team and I wanted to let you all know that we hope to make significant improvements to scoring in the coming months! Please continue to provide examples and use-cases on this issue, I will provide an update once additional functionality is closer to beta.

146件のコメント
sarakerwin
投稿者

Agree with everything here. Hubspot shouldn't even be calling this lead scoring. It's a joke.

TMattey
メンバー

This thread seems to have been active for years with no visible improvements from Hubspot.

We are severly limited by the Hubspot scoring model. We use the "plaster over the crack" decay workaround removing scores for certain actions after time has passed, but its severely flawed as difficult to make it account for other actions.


The core of the issue lies in the either increase or decrease only settings, making the model very inflexible when it comes to applying decay or re-nurturing previously qualified leads. We need the ability to set scoring actions that set the score to a user defined value, regardless of existing score.

 

For instance, if a lead is qualified from reaching a certain score, but we don't successfully book a meeting, and their status is set back to nurture, I want the ability to set the score back to a specific value to begin nurturing again. Simply taking some points away doesn't account for the total score they had reached already.

KMcCrory
投稿者

Seriously HubSpot... this should be standard to a CRM. Repeating actions makes perfect sense, and is a way more accurate way of measuring engagement. This has been an issue since 2017 - that's 7 years of waiting. I'm only commenting to keep this thread relevant because everything mentioned here should really be included. This will become an issue for my company and we will have to scout for new CRMs if this major limitation is not addressed...

ANavarro94
メンバー

7 years later and still with this issue lol this is just crazy

ステータスに更新: In Beta
AndresBustos
HubSpot製品開発チーム

Hi Folks,

 

Hopefully, by now, you've seen a demo or video (like this), or the Inbound announcement of our new Lead Scoring tool. Lots of what's mentioned above has now been enabled. 

 

For example, with the new tool you get access to:

  • Fit Scoring
  • Engagement Scoring
  • Ability to say 'any email click +1' (or other marketing asset)
  • Ability to specify which specific email (or other marketing asset)
  • Ability to set up thresholds based on the score (if 0-25 = low if 25-100 = hot)
  • Ability to set up a record card to see historically why a contact has their score
  • Ability to reset the score via worklfows

 

The 100 filter limit is also not applied in the new tool nor should you actually need to use that many filters with these new capabilities. We hope you like it

 

Click below to opt in to the Public Beta!

https://app.hubspot.com/l/product-updates/?update=13947245 

zoejcwilliams
参加者
THANK YOU!!!