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KRose8
Member

Commonalities among deals to determine lead scoring matrix

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I'm wondering what report to run to find commonalities among our historic closed/won deals so I can improve our nascent lead scoring matrix?

 

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RatulRahman
Solution
Contributor | Partner
Contributor | Partner

Commonalities among deals to determine lead scoring matrix

SOLVE

Hello @PamCotton! Thanks for mentioning me!

You were quite stellar in your specifications. The only thing I might add is the deal source property if you keep track of it. Knowing where the deals are coming from can be an absolute gem.

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Ratul Rahman

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Jnix284
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Most Valuable Member | Elite Partner
Most Valuable Member | Elite Partner

Commonalities among deals to determine lead scoring matrix

SOLVE

Thanks for the tag @PamCotton, in addition to lead source as @RatulRahman mentioned, @KRose8 you might also consider building a report based on the criteria you're currently using for lead scoring so you can find trends and identify ways to improve the lead scoring logic.

 


If my reply answered your question please mark it as a solution to make it easier for others to find.



Jennifer Nixon - Delivery Lead at Aptitude 8

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3 Replies 3
RatulRahman
Solution
Contributor | Partner
Contributor | Partner

Commonalities among deals to determine lead scoring matrix

SOLVE

Hello @PamCotton! Thanks for mentioning me!

You were quite stellar in your specifications. The only thing I might add is the deal source property if you keep track of it. Knowing where the deals are coming from can be an absolute gem.

Profile Picture of Ratul Rahman

Ratul Rahman

Freelancer | RevOps & HubSpot Consultant | CEO at HubXpert


Book a consultation with Ratul
 
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PamCotton
Community Manager
Community Manager

Commonalities among deals to determine lead scoring matrix

SOLVE

Hey @KRose8, thank you for posting in our Community!

 

To identify commonalities among historic closed/won deals and enhance our lead scoring matrix, I suggest running these key reports:

  • Details of successful deals, including industry, company size, lead source, and deal size.
  • Segments deal by industry, company size, and demographics.

I want to invite our top experts to this conversation, @RatulRahman, @Jnix284, and @himanshurauthan do you have any recommendations for @KRose8?

 

Thank you,

Pam

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Jnix284
Solution
Most Valuable Member | Elite Partner
Most Valuable Member | Elite Partner

Commonalities among deals to determine lead scoring matrix

SOLVE

Thanks for the tag @PamCotton, in addition to lead source as @RatulRahman mentioned, @KRose8 you might also consider building a report based on the criteria you're currently using for lead scoring so you can find trends and identify ways to improve the lead scoring logic.

 


If my reply answered your question please mark it as a solution to make it easier for others to find.



Jennifer Nixon - Delivery Lead at Aptitude 8

connect with Jen on Linkedin

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