Pipedrive Lead Scoring

Benedict
Benedict Member Posts: 4 VERIFIED MEMBER
Name Dropper First Comment
in Ideas and Product Feedback #1

It will be very useful and interesting if Pipedrive builds a lead scoring system where a lead is assigned a score based on some factors such as

  • Customer engagement: Which involves engagement with email campaigns sent to the customer, if they opened their emails, if they register or subscribe to the campaigns and so on.
  • Where the lead is coming from? (Lead source)

Each criteria will carry its own score, and the total score aggregated in the lead score column.

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  • Andrus Purde
    Andrus Purde Member Posts: 128 VERIFIED MEMBER
    Fourth Anniversary 100 Comments 5 Likes Name Dropper
    #2

    Hi @Benedict,

    This is a pretty common request and I know Pipedrive has mentioned researching this on this very community. While they're still researching / building you could use 3rd party lead scoring tools such as Outfunnel (disclaimer: where I work) that offers lead scoring for Pipedrive, Salespanel, or others.

  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,610 VERIFIED MEMBER
    1000 Comments 250 Likes Fourth Anniversary 25 Answers
    #3

    Highly recommend @Andrus Purde suggestion.

    Please don't wait for Pipedrive to do this.

  • Benedict
    Benedict Member Posts: 4 VERIFIED MEMBER
    Name Dropper First Comment
    #4

    Thanks alot @Andrus Purde for the suggestion, i tried using out funnel, although it works but it sadly doesn't integrate with pipedrive's inbuilt email campaigns, which is what we use for our email campaigns and a very imporant lead score factor, it also doesn't integrate with pipedrive's inbuilt adverts.

  • Toni_G
    Toni_G Member Posts: 3 VERIFIED MEMBER
    First Anniversary Name Dropper First Comment
    #5

    I read this recently in a Pipedrive Blog post titled 'How to use lead scoring to up your sales team performance and revenues' (https://www.pipedrive.com/en/blog/lead-scoring).

    Automated lead scoring systems like those available on Pipedrive work best for the latter as they capture prospect interactions in real time and adjust the score accordingly.

    Can anyone tell me

    1. Where lead scoring is actually availabe in Pipedrive
    2. On what Plan or
    3. What specifically they are referring to.

    The Pipedrive link is generic website link. Is this a new development?

  • mac@datomni.com
    mac@datomni.com Member Posts: 10 VERIFIED MEMBER
    First Answer First Comment Photogenic
    edited November 20 #6

    Hi!
    We build completely custom deal and lead scoring models that use any combination of Pipedrive's standard and custom fields—no third-party tools required. Our scoring updates entities in real-time.

    This feature is included in our standard Pipedrive implementation bundle:

    https://datomni.com/pipedrive/ (Which means we currently offer it for free if you set up your Pipedrive account with us.)

    Feel free to reach out at mac@datomni.com for more information! I’d be excited to give you a demo on a live Pipedrive account.

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