Sales teams waste a ton of time sorting through leads that will never close. If you’re tired of spreadsheets, gut feelings, or chasing people who just want a free demo, this is for you. This guide will walk you through automating lead scoring in Discolike so you can focus on leads that actually have a shot—no more guesswork, no more busywork.
Let’s get straight to it.
1. What is lead scoring (and why bother automating it)?
Lead scoring is just a way to rank your sales leads so you know who’s worth your time. You assign points based on things like company size, job title, website visits, or how they interact with your emails. The higher the score, the more likely they are to buy—or at least, that’s the theory.
Why automate?
- Manual scoring is slow and inconsistent. People forget, they get biased, or they just don’t bother.
- Automation keeps everyone on the same page. Your best leads don’t slip through the cracks.
- It frees up your sales team to actually sell, not play data entry.
If your pipeline is a mess, automating lead scoring in Discolike will help you get some order back.
2. Setting up your lead scoring criteria
Before you set anything up in Discolike, you need to decide what actually matters to your sales process. Don’t just copy a template—use criteria that fit your business.
Typical criteria to consider:
- Demographics: Job title, company size, industry, location.
- Behavioral: Opened emails, attended webinars, visited your pricing page.
- Source: Did they come from a partner, referral, or paid ad?
- Engagement: How many times have they replied, booked a meeting, or downloaded something?
How to pick the right criteria
- Talk to your sales team. What do your best customers have in common?
- Look at your historical data. Which leads actually closed? What did they do before they bought?
- Be skeptical. More data doesn’t always mean better scoring. Stick to a handful of signals that really matter.
Pro tip: Don’t get cute with too many scoring rules. The more complex it gets, the more likely you’ll break it or ignore it later.
3. Translating your criteria into Discolike rules
Once you have your list, it’s time to turn those into actual scoring rules in Discolike.
Step-by-step:
- Log in to Discolike and head to Lead Scoring Settings
- Usually under the “Automation” or “Settings” menu.
- If you can’t find it, search “lead scoring” in the help docs. (Annoying, but saves time.)
- Add your criteria as rules
- For each rule, you’ll pick a trigger (like “Job Title contains ‘Director’”) and assign a point value.
- Start simple: 5-10 rules max. You can always add more later.
- Set your score ranges
- Define what makes a lead “Cold,” “Warm,” or “Hot.” (E.g., 0-20 = Cold, 21-50 = Warm, 51+ = Hot.)
- Don’t obsess over the numbers right now. You’ll tweak them once you see how it works.
What works:
- Simple rules that match your sales motion.
- Clear point values (e.g., “Attended webinar = +20”).
- Regular check-ins with sales to see if the scores feel right.
What doesn’t:
- Overcomplicating with 30+ rules.
- Scoring based on junk data (like every website visit, even if it’s just your careers page).
- “Set it and forget it.” Scoring needs tuning as your business changes.
4. Automating data collection (so your scores stay up to date)
Lead scoring is only as good as the data behind it. If your CRM is full of holes, your scores will be garbage.
How to keep data fresh in Discolike:
- Integrate your main tools.
- Connect your email, forms, website, and event tools to Discolike. This pulls in activity automatically.
- Most CRMs (including Discolike) have integrations for tools like Gmail, Outlook, HubSpot forms, and Zoom.
- Set up real-time syncing.
- Make sure data flows both ways. If marketing updates a lead’s info, sales should see it instantly.
- Automate enrichment.
- Use built-in enrichment features or connect to a tool like Clearbit. This fills in missing data like job titles or company size.
Don’t waste time with manual imports—if you’re still exporting CSVs, fix that first.
5. Putting automated lead scoring to work
Now you’ve got scores rolling in, but you need to actually use them. Here’s how to make sure your team doesn’t ignore the numbers:
1. Build smart views and alerts
- Set up saved views for “Hot” leads.
- Turn on notifications so reps know when a lead crosses a threshold.
- Use filters for quick triage—no more digging through lists.
2. Route leads automatically
- Use Discolike’s automation to assign high-score leads to your best reps.
- Lower-score leads can go into nurture campaigns or get less immediate attention.
3. Review and tune your scoring
- Schedule a monthly review. Are your “Hot” leads actually converting?
- Ask your reps: “Do these scores make sense, or are we missing the mark?”
What to ignore:
- Fancy dashboards that don’t drive action.
- Vanity metrics (“look how many leads have a score!”) that don’t tie to closed deals.
6. Common pitfalls (and how to dodge them)
Even with automation, you can run into trouble. Here’s what to watch out for:
- Scores that don’t match reality: If your best leads aren’t scoring high, revisit your rules.
- Overweighting “easy” signals: Just because someone opens every email doesn’t mean they’re ready to buy.
- Letting it get stale: As your business changes, your scoring rules need to keep up.
- Ignoring low-score leads forever: Some “cold” leads just need more nurturing—don’t write them off, just don’t burn your best reps’ time on them.
7. Sample lead scoring setup (for inspiration—not gospel)
If you want a place to start, here’s a simple example you can tweak:
| Criteria | Points | Notes | |------------------------------|----------|----------------------------------------| | Job Title: Director+ | +15 | Decision-makers | | Company size: 100-1000 | +10 | Sweet spot for your product | | Opened 2+ marketing emails | +5 | Shows engagement, but not everything | | Visited pricing page | +20 | Strong buying intent | | Booked a sales call | +30 | Ready to talk | | Used personal email (@gmail) | -10 | Less likely to be a real opportunity | | Unsubscribed from emails | -20 | Not interested |
Set “Hot” to 40+ points, “Warm” to 20–39, “Cold” under 20. Adjust as you see what really works.
8. Keep it simple and keep it moving
Automated lead scoring in Discolike isn’t magic, but it beats manual sorting every time. Start with a handful of rules, wire up your data sources, and check in often to see if your scores actually match who’s closing deals.
Don’t let “perfect” get in the way of “good enough to start.” Set it up, see what breaks, and keep it practical. The goal is faster sales qualification—not building a Rube Goldberg machine.
Ready to cut the busywork and focus on real leads? Give it a shot and tweak as you go.