26

Lead Score Modeling - Phone Call/Activity

We have had a request to score a lead based on a phone-call. For example - the lead calls a certain number. This phone call is logged on their Lead profile under activities. The Marketing App would have a Lead Scoring Model/Rule that says to increase their score by 100. More generally - create...

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1 Comments

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Category: Lead Management (20)

STATUS DETAILS
Needs Votes
23

Show Lead Scoring Details at Lead

We want to see the details of the score, not only the overall score. I.e. someone got scoring points because he has clicked 5 emails, submitted 1 form and his position is CEO. At the moment you have to compare the scoring model with the fields and actions of the lead but it would be easier if ...

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0 Comments

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Category: Lead Management (20)

STATUS DETAILS
Needs Votes
19

Scoring of "field does (not) contain data"

Would be great if you could add a scoring expression that says that a lead should be scored because a field is / is not empty. Example: score the field last name if there is any data in it

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0 Comments

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Category: Lead Management (20)

STATUS DETAILS
Needs Votes
14

Lead scoring - related to leads

Currently, automatic lead scoring within the marketing app only works for leads that are associated with a contact or account. However, when creating a new lead, for example via a form, Dynamics doesn't automatically create an account/contact. But the objective of lead scoring is nurturing and...

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2 Comments

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Category: Lead Management (20)

STATUS DETAILS
Needs Votes
12

Please support the relative time feature in the scoring model feature.

Currently, the lead scoring model feature does not support relative time. By implementing the relative time function, if you can refer to the fields such as the contact person's birthday and score them, you can lead to more effective sales activities.

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0 Comments

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Category: Lead Management (20)

STATUS DETAILS
Under Review
Ideas Administrator

We are now reviewing this Idea with our team.

-Eddy

11

Lead Score Model - Allow "does not equal" null

Allow an expression to check if a CRM field is null or not null. For example, if >this specific CRM field< is not null, then add 50 points. Or, if >this specific CRM field< is null, deduct 50 points.

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2 Comments

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Category: Lead Management (20)

STATUS DETAILS
Under Review
10

Lead Scoring - Field contains data

It's not possible to sort fields contain data in Marketing -> Scoring models. Example: Last name - we cannot ask for all names that exist but only want to know if the field last name contains data. Cannot find possibility to do that directly. Have also checked to build a segment and ask for who i...

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0 Comments

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Category: Lead Management (20)

STATUS DETAILS
Under Review
8

UTM Tracking

Dynamics only offers redirects for URL tracking which is very time consuming to use within our ads, social, and email. It would be a lot easier to track social and paid advertising by having a feature that allows us to capture UTM parameters such as UTM campaign, UTM Source, UTM Medium, UTM Conte...

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1 Comments

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Category: Lead Management (20)

STATUS DETAILS
New
8

Lead Scoring on specific links within the Marketing E-Mail

Currently it is not possible to score a specific click on a link witrhin a Marketing E-Mail (e.g. social links, buttons). There should be the possibility to add specific links to the lead scoring properties.

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0 Comments

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Category: Lead Management (20)

STATUS DETAILS
Under Review
4

Lead Scoring Model : Dynamics Values in Lead Scoring Model

There can be scenarios where we want to use the value of particular field which is to be added in lead score in lead scoring model. Like if we have custom score against a page on website.

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1 Comments

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Category: Lead Management (20)

STATUS DETAILS
Needs Votes