Customer qualification scoring

Build custom Fit & Activity scores using any data point to provide foundational insights on potential customer engagement and conversion likelihood. Employ RFM analysis to segment customers based on their purchase behavior for targeted interactions.

For:
Marketing specialists
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Improved lead prioritization

Focus on leads with the highest potential for conversion.

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Targeted marketing campaigns

Segment customers based on behavior and fit for personalized interactions.

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Enhanced customer insights

Understand customer engagement and conversion likelihood through detailed scoring.

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Efficient resource allocation

Allocate sales and marketing resources to leads with the highest scores.

How it works

  • Create Fit & Activity model
  • Define fit criteria
  • Create multiple fit categories
  • Define the activity criteria
  • Select activity events and assign weights to activity events
  • Normalize and calculate score
  • Utilize scores for segmentation and engagement
  • Use score in journeys
  • Monitor and adjust

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Metrics that move

  • Improved lead prioritization efficiency
  • Increase in conversion rates from high-potential leads
  • Enhanced accuracy in customer segmentation
  • Better resource allocation for sales and marketing teams
  • Data-driven insights leading to refined marketing strategies

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Guides - get started

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