If your sales team is still sorting leads by hand, you're wasting time and probably missing the good ones. This guide is for folks who want to set up automated lead scoring in Glyphic—not just to tick a box, but to actually save hours and make sure sales is chasing the right people. If you’ve ever muttered “there’s got to be a better way,” you’re in the right place.
Why automate lead scoring at all?
Let’s be blunt: manual lead scoring is a pain. People get busy, criteria shift, and your best leads can slip through the cracks. Automation isn’t magic, but it is a reliable way to:
- Cut down on manual sorting and spreadsheets
- Surface the leads your reps should actually call
- Keep your rules fair and consistent
A good automated system doesn’t just make life easier—it stops you from chasing ghosts and lets you focus on deals that might actually close.
What Glyphic can (and can’t) do
Glyphic is pretty solid for automating lead scoring, but it does have limits. Here’s what you can expect:
What works: - Easy to set up basic scoring rules (demographics, interactions, custom fields) - Connects with most CRMs and marketing tools - Real-time scoring as new leads come in
What doesn’t: - Complex, AI-driven scoring models (think Salesforce Einstein-level stuff) aren’t here yet - Out-of-the-box scores are just a starting point—you’ll need to tweak
Ignore the hype: No tool, Glyphic included, will magically solve “bad leads” if your rules are off or your data is messy. Automation helps, but it doesn’t think for you.
Step 1: Define your lead scoring criteria (before touching Glyphic)
Don’t start by clicking buttons—start by deciding what a “good” lead means for your team. Automating bad logic just gives you faster bad results.
How to pick scoring criteria:
- Demographics: Industry, company size, job title—does this person look like past customers?
- Engagement: Did they open your emails, visit your pricing page, request a demo?
- Fit: Custom fields—like region, tech stack, or budget—can matter a lot.
Quick tip: Talk to your sales reps. Ask them which leads actually close. Patterns will emerge—use those as your starting point.
Don’t overthink it: Start with 3–5 criteria. You can always add more later.
Step 2: Prep your data
Garbage in, garbage out. If your CRM is a mess, no automation will save you.
- Clean up duplicates.
- Standardize fields. “VP Sales” and “Vice President, Sales” should be the same thing.
- Make sure key info is being captured—if your web forms don’t ask for company size, you can’t score by it.
Pro tip: Do a quick export and scan for blanks or weird entries before moving on.
Step 3: Set up lead scoring rules in Glyphic
Now you’re ready to actually use Glyphic. Here’s how to translate your criteria into automated rules.
3.1 Log in and find the lead scoring section
- Go to your Glyphic dashboard.
- Find the “Lead Scoring” or “Automation” tab (names change, but it’s usually obvious).
3.2 Create a new scoring model
- Click “Create New” or “Add Scoring Rule.”
- Name your scoring model something clear (e.g., “2024 Sales Lead Model”).
3.3 Add rules for each criterion
For each thing you want to score, add a rule. Glyphic usually lets you choose:
- Field: e.g., “Job Title”
- Condition: e.g., “contains ‘Director’”
- Points: e.g., +10 points
Example rules:
- Job Title contains “VP” or “Director” → +10 points
- Company size > 500 employees → +5 points
- Opened last email → +3 points
- Visited pricing page → +7 points
3.4 Set negative scores for red flags
Not all leads are good leads. Add rules to subtract points for:
- Wrong region
- Personal email addresses (e.g., ends with “@gmail.com”)
- No engagement in 30 days
3.5 Adjust and review
- Check that your total possible score makes sense (e.g., max 30–40 points).
- Set a threshold for “hot,” “warm,” and “cold” leads.
Don’t obsess: You’ll tweak this as you see real results. It’s normal for your first version to need adjustments.
Step 4: Test, test, test
Before you release this to the whole sales team, run a batch of leads through your scoring model.
- Look at the top 10 scored leads. Do they match who you’d actually want to talk to?
- Spot-check “cold” leads. Are you missing anyone obvious?
- Ask a rep to sanity check. They’ll catch things you miss.
If the results are weird: Go back and tweak the rules. Sometimes a single field (like “Job Title”) is pulling too much weight.
Step 5: Integrate with your sales workflow
Automation is only useful if people actually use it. Make sure your scored leads show up where your team works.
- Push scored leads into your CRM. Glyphic integrates with most major tools—set this up so reps see scores right away.
- Set alerts for “hot” leads. You can trigger notifications or Slack messages when a lead crosses your threshold.
- Train your team. Spend 15 minutes showing sales how to use the scores—don’t just email them a link.
Pro tip: Don’t hide the scoring logic. Let reps see why a lead scored high or low. It builds trust in the system.
Step 6: Iterate—don’t “set and forget”
Lead scoring isn’t a crockpot meal—you can’t just set it and walk away.
- Review results every month. Are hot leads actually closing? Are you missing good ones?
- Talk to sales regularly. If reps ignore the scores, ask why. Sometimes the market shifts, or your rules need tweaking.
- Refine your criteria. Add or remove rules as you learn. Maybe job title matters less than engagement, or vice versa.
What to ignore: Don’t get distracted by fancy dashboards or “AI suggestions” until your basic scoring works. Adding complexity too soon just creates more headaches.
Keeping it simple pays off
Automated lead scoring in Glyphic saves time and headaches—but only if you keep things straightforward. Focus on clear rules, clean data, and regular tweaks based on real feedback. Don’t chase the perfect model out of the gate. You’ll get better results by starting simple, watching what works, and making small changes as you go.
Your sales team doesn’t need more noise—they need a system that quietly points them to real opportunities. Keep it honest, keep it simple, and you’ll get there.