Zoho SalesIQ Help

Lead Score

The score earned by the visitor during their visit to your website is called Lead Score. You can identify the type of visitor based on their Lead score. The higher the lead score in the Visitor history, the higher the probability of closing the deal. You can set various criteria to score your website visitors based on their actions performed on your website and the visitor’s value in the Zoho CRM. The lead score will calculate the score based on the rule you have set in your SalesIQ.

Setting up a Lead Scoring rule in SalesIQ

In Settings -> Lead scoring, set a rule and allocate points for the defined condition. In the Scoring Rules, you can Add a new rule or click on the existing rule to edit the rule.

Now to create a new rule, click on the Add button. Create Your Scoring Rules window will then appear.

Select a Condition from the drop down, choose Criteria based on the condition and Enter a Value in the text box.

For the chosen condition you can Add or Less the points. Choose an option between Add and Less, and then enter the points you would like to add or minus for the specific condition (ex: 15 points).

Click on the Apply button to add your Lead Scoring rule.

How to edit the existing Rule?

A default set of rules will be available in the Lead Scoring section.

To edit the following rule, click on the top of the rule.

The Create your Scoring Rules window will then appear. Now modify the rule and click on the Apply button to save changes.

How to Disable or Delete the Lead Scoring Rule?

To disable the rule, click on the Disable (eye) icon that appears below the rule.

To delete the rule, click on the Delete (trash) icon that appear below the rule.

Example of how to set a Lead scoring rule

You would like to add 25 points to the visitor whose last visit time spent on the website is more than 15 min. Now choose the condition as “Last visit duration”, choose the criteria as “is more than” and enter the value as 15 min. Then, choose Add and enter 25 in the points text box.

If the visitor’s Last visit duration is more than 15 min then 25 points will be credited to the visitors Lead Score.

How does the Lead Scoring recalculate the score?

The score accumulated in the Lead score of the visitor will recalculate based on the interval to reduce the lead score upon the period of inactivity.

You can set the recalculating period of the lead score in the Advanced Configuration section of the “Lead Scoring”. In the “When would you like to recalculate the Lead Score?” choose an option from the drop down. By default, it is set to Weekly.

The score will be reduced by 25% from the current value for the interval specified.

  • Daily - Score will reduce if the visitor din't turn-up the next day.
  • Weekly - Score will reduce after every 7 days.
  • Bi-weekly- Score will reduce after every 14 days.
  • Every 30 Days - Score will reduce after every 30 days.
  • Every 90 days - Score will reduce after every 90 days.
  • Every 180 days - Score will reduce after every 180 days.
  • Yearly - Score will reduce after each year.

For example:

The set condition is Add 25 points to the visitor, if the number of visit is more than 10, and also weekly option is chosen in the “When would you like to recalculate the Lead Score?” Assume that the visitor has a Lead score of 100, and he didn’t turn-up for a week, then the score of 100 will reduce by 25% from the current value. So, now the Lead score will become 75.

Visitor Score in Zoho CRM

You can view the Score of the website visitor in Zoho CRM. The Lead Score earned by each visitor will be pushed from SalesIQ to the Visitor Score field in the Visit – Summary of Zoho CRM. The Visitor Score field will be available in the Visit Summary section of Lead/Contact tab. This feature is applicable only if Zoho SalesIQ is integrated with Zoho CRM.

Note:

The Visitor Score will be pushed to Zoho CRM only if the Identity of the visitor (Name & Email) is tracked in SalesIQ.

Opportunity

SalesIQ intelligently identifies the prospects and assign a percentage value for the deal closing probability. The opportunity calculation is based on the lead score of the visitor. The visitor with the maximum lead score will be given 99.9% and the visitor with the least lead score will be given 0.01% as opportunity percentage.

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