Our CRM Automations tool includes features to score your leads and nurture them through your sales pipeline, letting you prioritise your best leads.
You can automatically give each lead a score based on the data provided and how they interact with your marketing. For example, you might score a lead based on their demographics such as their location, company size, product interest and value. You might also give a lead a score each time they interact with your marketing, for example, whenever they click on a email link.
Then based on the lead score accrued, you might add a lead to a campaign, move them from one campaign to another, or create a task for a sales person to follow up.
CRM Automations are available in our Professional and Enterprise plans. In the Professional plan, you have up to 20 live Automations included, and up to 100 in the Enterprise plan. Additional Automations can also be purchased. There is one Automation included in the 14-day CRM Free Trial – should you need more to evaluate our CRM please contact us.
Please note, you will need to be a system Administrator to create Automations.
Demographic Lead Scoring
You can score your leads based on demographics such as their location, company size, product interest and value. In this example, a score of 10 is added for new leads that are based on London.
New Clickthough Trigger
Using with the Really Simpe Systems Advanced Marketing tool, the Lead Scoring trigger helps you identify your best leads by applying a score according to the engagement and activity of your contacts as they move through your funnel. In this example, a score of 10 is added to the contact record if they click through on a link in an email campaign.
Lead Score Trigger
Using with the Really Simple Systems Advanced Marketing tool, this Automation is triggered when the lead score reaches more than 50 when the contact is added to a new marketing campaign.