Automating lead qualification and scoring can save you time and make your sales process smoother.
With Google Sheets, you can set up a system that automatically scores your leads based on the criteria you set.
Step 1: Setting Up Your Google Sheet
Create a new sheet and label columns for each information you’ll collect from your leads (e.g., name, email, how they found you, etc.). Include columns for their qualification status and score.
Step 2: Defining Your Criteria
Decide on the criteria you’ll use to qualify and score your leads. Depending on your business’s nature, it could be anything from the company’s size to the budget. Assign points for each criterion based on its importance.
Step 3: Setting Up Automation for Scoring
You can automate the scoring process using Google Sheets’ built-in functions. For instance, you can use the IF function to assign scores based on responses. Go to the cell where you want the score to appear and enter a formula that adds points based on your criteria.
Step 4: Qualifying Leads Automatically
Automate lead qualification by setting a score threshold. For example, you might decide that only leads with a score above a certain number qualify as high-priority.
Use conditional formatting to highlight these leads in your sheet. Go to Format > Conditional formatting, set the range, and create a rule (e.g., “if the score is greater than X, then highlight“). It will make high-priority leads stand out at a glance.
Step 5: Continuous Improvement
Regularly review your scoring and qualification process. What works today might not work tomorrow, so be ready to adjust your criteria and formulas based on results and feedback.
If you want a copy of the Lead Qualification and Scoring template, click here.
How FileDrop Improve Your Lead Scoring System
Improving your lead scoring system is crucial for maximizing your sales effectiveness. With FileDrop, you can significantly enhance your lead qualification and scoring process.
If you don’t have FileDrop yet, you can get it here.
Here’s how it can improve your lead qualification and scoring process:
Attach Files Directly to Lead Entries
You can upload documents, PDFs, images, and even links directly into a cell associated with a lead.
Go to Extensions > FileDrop > Start FileDrop. Then, choose the Upload, Drive, or Library tabs to import your images from your Google Drive.
Bulk Uploads
If you have multiple documents for multiple leads, FileDrop allows you to upload images in bulk, saving you time.
Go to Extensions > FileDrop > Image Kit. Then, you only need the Folder ID to list the bulk images you want to upload.
File Management Features
FileDrop also offers tools for copying files and folders, managing permissions, and extracting text from images or PDFs through OCR technology.
Go to Extensions > FileDrop > Start FileDrop. Then, click Upload and select your PDF. Once uploaded, you will see “OCR” on the PDF thumbnail. Click “OCR” to get the text.
Video Tutorial
Final Thoughts
Using Google Sheets and FileDrop to automate lead qualification and scoring can make your sales process smoother. These tools help by saving time, as they eliminate the need for manual data entry and keep all lead-related files organized and easy to find. This makes your work more efficient and can greatly improve your overall strategy.
Frequently Asked Questions
What kind of criteria can I use to score leads on Google Sheets?
Criteria for scoring leads can include demographic information, engagement level (like website visits or email opens), industry, job title, interaction with content, and more, depending on your business model and sales strategy.
Is it possible to integrate external data into Google Sheets for lead scoring?
Yes, Google Sheets allows for integration with various external data sources and tools through APIs, add-ons, and extensions, such as FileDrop, which can be utilized to enhance your lead-scoring system.
