If you’re sick of wasting time on leads that’ll never close—or just tired of the guesswork in sales qualification—this one’s for you. Automating lead scoring isn’t magic, but it can save you hours and make sure your team chases the right prospects. This guide will show you how to set up automated lead scoring in Praiz, what actually works, and what to ignore. No fluff, no wild promises—just clear steps and honest advice.
Why automate lead scoring in Praiz?
Manual lead scoring is about as fun and reliable as a weather forecast from 1997. It’s slow, subjective, and usually gets pushed aside when things get busy. If you want your sales team focusing on high-potential leads—not just the ones they happen to like—automation is the way to go.
With Praiz, automated lead scoring means: - Less time fiddling with spreadsheets or CRM fields - Consistent, unbiased qualification - Faster follow-ups with the right people
Just don’t expect it to read minds or replace human judgment entirely. Automated scoring is a filter—not a crystal ball.
Step 1: Get clear on what a “qualified lead” actually is
Before you touch a single setting in Praiz, nail down what “qualified” really means for your business. If your team can’t agree on this, no tool can help.
Ask yourself: - What signals show a lead is likely to buy? (industry, company size, budget, job title, activity) - What’s a dealbreaker? (no budget, wrong geography, student emails) - Which actions matter most? (booked a call, downloaded a whitepaper, opened 5+ emails)
Pro tip: Don’t overcomplicate it. Start with 3-5 clear criteria. You can always tweak later.
Step 2: Map out your lead scoring model
This is where things can get messy if you let them. Don’t copy a generic scoring template—use what actually matters to your sales cycle.
How to map it out: - List your criteria. Separate demographic (who they are) and behavioral (what they do) factors. - Assign points. Decide how much each action or trait is worth. Be realistic—opening one email probably isn’t worth 20 points. - Set a threshold. What score makes a lead “qualified”? Pick a number, but stay open to changing it after you see some results.
Example:
| Criteria | Points | |---------------------------|--------| | Company size > 100 | 10 | | Job title = Decision maker| 15 | | Downloaded case study | 10 | | Booked demo call | 25 | | Opened 3+ emails | 5 | | No budget | -20 |
What to skip: Don’t bother scoring things you can’t reliably track. If your CRM or Praiz can’t see it, it doesn’t count.
Step 3: Set up lead scoring rules in Praiz
Now, let’s get into Praiz itself. The exact options may change (SaaS products love to move buttons around), but the basics stay the same.
- Log in and head to lead scoring settings.
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Usually found in “Admin,” “Settings,” or “Automation.” If you’re lost, use the help menu—no shame.
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Create a new scoring model or edit the default one.
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Label it clearly. “2024 Sales Scoring” beats “Untitled Model 3.”
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Add your criteria.
- For each one, pick the data field (e.g., company size, job title), set the logic (equals, greater than, contains), and assign points.
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For behaviors, look for triggers like “opened email,” “clicked link,” or “booked meeting.”
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Set negative scores for dealbreakers.
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Don’t be shy about subtracting points for bad-fit leads.
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Define your qualification threshold.
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This is the score that marks a lead as “qualified.” Make it visible to your team.
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Save and activate the scoring model.
- Double-check for typos or missing rules.
Heads up: Praiz connects to CRMs, email tools, and more. If your data’s a mess, your scoring will be too. Garbage in, garbage out.
Step 4: Test your scoring before going live
Don’t flip the switch and hope for the best. Run your scoring model on a batch of recent leads and see what comes out.
- Spot-check results. Are your best customers actually getting high scores? Are obvious time-wasters marked as low?
- Ask your sales team. They’ll spot weird outliers faster than you can.
- Adjust weights and thresholds as needed. If everyone is “qualified,” your bar’s too low.
What to ignore: Don’t trust the default model blindly. Every company’s sales cycle is different.
Step 5: Automate workflows using qualified scores
Once Praiz is scoring leads automatically, put those scores to work:
- Auto-assign hot leads to your best reps or fast-track them for outreach.
- Segment your pipeline. Create views for “Qualified,” “Needs Nurture,” and “Unqualified.”
- Trigger nurture campaigns for leads just below the threshold.
- Send alerts when a lead hits “qualified” so reps can jump on them.
Most sales tools can sync with Praiz, so you can push scored leads straight into your CRM or email sequences. Just keep an eye on the integrations—things break more often than vendors admit.
Step 6: Review and improve (don’t set and forget)
Automated lead scoring isn’t a Ronco rotisserie. You can’t just “set it and forget it.”
- Check conversion rates every month. Are high-scoring leads actually closing?
- Ask for rep feedback. Are they happy with the leads, or ignoring the scores?
- Tweak criteria and point values as your business changes.
- Remove dead criteria. If no one cares about “downloaded whitepaper,” drop it.
Reality check: Lead scoring works best as a living, evolving process. The market shifts, your product changes, and so should your model.
What works, what doesn’t, and what to skip
Works: - Automating based on clear, simple criteria you trust - Regularly reviewing and updating your scoring model - Using scores to drive workflow—not just as a vanity metric
Doesn’t work: - Hoping lead scoring will magically fix a broken sales process - Overcomplicating with 20+ criteria (nobody maintains it) - Blindly trusting AI “intent” signals—they’re rarely as smart as the marketing says
Skip: - Scoring based on things you can’t reliably track - Setting it and forgetting it - Chasing every new lead scoring “hack” you see on LinkedIn
Keep it simple, and iterate
Automating lead scoring in Praiz isn’t rocket science, but it does take a bit of upfront thinking. Start simple, stick to what you know works, and don’t get seduced by shiny features you won’t maintain. The best lead scoring system is the one your team actually uses—and tweaks when it stops making sense. Get it working, keep improving, and let your sales team focus on what they do best: closing real deals.