If you’re drowning in leads but still missing your sales targets, you’re not alone. More isn’t always better—what you really need is to zero in on the leads that are actually going to buy. That’s where automated lead scoring comes in. This guide is for people who want to make Revenoid work for their sales team, without a bunch of fluff or wishful thinking.
Here’s how to set up lead scoring in Revenoid, what to watch out for, and where to skip the hype.
Why bother with lead scoring?
Let’s get real: most sales teams waste time chasing leads that never convert. Lead scoring helps you put your energy where it counts, by ranking leads based on how likely they are to buy. Automated lead scoring means the system does the grunt work for you—no more scribbled notes or gut feelings.
But fair warning: automated scoring isn’t magic. If you feed it junk data or set it up carelessly, you’ll just automate bad decisions. The point here is to make your team smarter, not just busier.
Step 1: Get your house in order
Before you even touch Revenoid’s lead scoring features, make sure your data is solid. If your CRM is littered with duplicate contacts, out-of-date info, or inconsistent fields, you’re setting yourself up for frustration.
Checklist: - Clean up duplicate leads and contacts. - Standardize important fields (job titles, industry, etc.). - Make sure your sales process stages are clear and consistent.
Pro tip: If your data’s a mess, automated lead scoring will just amplify the chaos. Take an hour to clean things up first.
Step 2: Decide what matters (and what doesn’t)
Automated lead scoring is only as good as the criteria you choose. Revenoid lets you score leads based on all kinds of signals, but more isn’t always better. Focus on the factors you know actually predict a deal.
Common scoring criteria: - Demographics: Job title, company size, industry - Behavior: Email opens, website visits, demo requests - Source: Where the lead came from (referral, ad, event) - Engagement: Replies, meeting attendance, downloads
What to ignore: - Vanity metrics (like “clicked on our holiday email”) - Fields you barely have data for
Honest take: Start simple. It’s tempting to score every tiny detail, but you’ll just overcomplicate things. Get a few strong signals working, then refine later.
Step 3: Map out your scoring model
Now, put some actual numbers to those criteria. Revenoid uses a points system: higher scores mean hotter leads.
How to sketch out your initial model: - Assign a rough score to each factor. For example: - Requested a demo: +30 - Works at a target company size: +20 - Opened 3+ emails: +10 - Used personal email: -10 - Decide what score means “hot”, “warm”, or “cold.” (e.g., over 60 = hot)
You don’t need to get this perfect. You just need something to start with.
Pro tip: Ask your best sales reps what signals they look for. Their gut instincts are often a shortcut to what matters.
Step 4: Set up automated lead scoring in Revenoid
Here’s where you get your hands dirty in Revenoid. The exact screens might move around as the product updates, but the process looks like this:
4.1. Navigate to Lead Scoring Settings
- Go to Revenoid, and log in with admin or manager access.
- Find the “Lead Scoring” section—usually under “Settings” or “Automation.”
4.2. Create a new scoring rule
- Click “Add Rule” or “New Scoring Model.”
- Name your scoring model something obvious, like “2024 Demo Funnel Scoring.”
4.3. Define your criteria
For each factor you picked in Step 2: - Select the field or trigger (e.g., “Job Title contains ‘VP’”). - Set the point value (positive or negative). - Add logic for combining criteria if needed (e.g., “AND”/“OR”).
Be specific. “Visited website” isn’t as useful as “Visited pricing page at least twice.”
4.4. Set scoring thresholds
- Define score ranges for Hot, Warm, and Cold leads.
- Decide what happens at each threshold—send to sales, trigger an alert, etc.
4.5. Save and test
- Save your scoring model.
- Run it against a sample of current leads. See who pops to the top.
- Check: do your “hot” leads actually look promising, or is something off?
Honest take: Don’t expect perfection right away. You’ll probably need to tweak scores and rules after seeing early results.
Step 5: Integrate with your sales workflow
A lead score is only useful if your team actually uses it. Here’s how to make sure it doesn’t just sit there looking pretty.
- Update your pipeline views: Add the lead score as a column or filter.
- Set up alerts: Make Revenoid notify reps when a lead crosses into “hot” territory.
- Automate hand-offs: Use lead score to trigger assignments to your best closers.
- Train your team: Make sure everyone knows what the scores mean and how to act on them.
What not to do: Don’t force reps to chase every “hot” lead without question. The scores are a guide, not gospel.
Step 6: Review and improve
Lead scoring isn’t set-and-forget. Schedule a regular review (monthly or quarterly) to see what’s working.
- Look at conversion rates by lead score. Are “hot” leads actually closing?
- Ask your sales team for feedback. Are they ignoring the scores? Why?
- Adjust criteria or points if you’re seeing lots of false positives (or negatives).
Pro tip: Keep an eye out for “score inflation”—if everyone’s a “hot” lead, no one is.
What works, what doesn’t, and what to skip
- Works: Using a handful of strong signals (demo requests, key job titles, high engagement)
- Doesn’t really work: Overcomplicating your model with dozens of low-impact criteria
- Skip it: Trying to automate every nuance of the sales process. Scoring helps, but it won’t replace a good rep’s judgment.
Keep it simple, and keep tweaking
Automated lead scoring in Revenoid can absolutely help you prioritize the right leads—if you keep things simple and pay attention to what’s actually working. Don’t worry about building the perfect model from day one. Set up the basics, test, and then refine as you go. Remember, the goal isn’t to have the fanciest system—it’s to help your team close more deals with less wasted effort.
Now go set it up, see what bubbles to the top, and adjust as you learn. Don’t overthink it.