Transitioning from Old Custom Lead Scoring to HubSpot’s New Lead Scoring

The transition from an old custom lead scoring system to HubSpot’s new lead scoring involved replacing lead score to a more advanced software of HubSpot with enhanced features, improved functionality.

Problem:

The customer relied on an outdated custom lead scoring system that had several limitations, including:

• Lack of Scoring Decay: The old system didn’t support scoring decay, meaning scores didn’t decrease over time based on inactivity.
• Excessive Automations:` Numerous automations were required to assign scores based on behavioral and demographic factors.
• No Scoring History: The previous system didn’t provide a history of score updates based on property or event changes.
• Score Limits: There was no way to cap scores within specific criteria, leading to uncontrolled score growth.

Solution:

To address these challenges, the following steps were taken:

1. Implementation of HubSpot’s New Lead Scoring Software: A scoring model was created using predefined filters and scoring values within HubSpot’s system.
2. Automated Property Creation: When scoring was activated, HubSpot automatically generated the required properties.
3. Automatic Score Calculation: Once enabled, HubSpot calculated scores in real time, ensuring accurate results across all property groups.

Outcome:

• Scoring Decay: Scores now decrease over time based on event-based criteria.
• Elimination of Automations: HubSpot’s built-in logic automatically updates scores, reducing the need for custom automations.
• Scoring History: The new system provides a comprehensive scoring history for each scoring group, allowing for easy tracking.
• Score Limits: Users can now set maximum score thresholds, preventing scores from exceeding predefined limits.

Conclusion:

Replacing from the old custom scoring system to HubSpot’s new lead scoring software resulted in immediate operational improvements. By focusing on essential data, users, and features, the company achieved a more organized and manageable Scoring system, paving the way for future growth.

Additional Benefits of HubSpot’s Lead Scoring Software:

• Advanced Data Analysis: Evaluates multiple data points, including field data, for accurate lead scoring.
• User-Friendly Interface: Designed for ease of use, even for individuals with minimal technical expertise.
• Seamless CRM Integration: Integrates directly with HubSpot CRM, providing a unified lead management platform.
• Flexible Scoring System: Allows users to assign positive and negative scores based on custom criteria.
• Improved Sales & Marketing Alignment: Helps identify high-value leads, enabling targeted sales and marketing strategies.