Use Case
Score leads and route the hot ones to sales
Watch every open, click, and site visit, score each lead as engagement builds, and flag the hot ones to sales the moment they cross the line. Pipeline built from behavior, not guesswork.
How it Works
Before you start
- Scoring rules defined: Which actions matter (opens, clicks, pricing visits, demo requests) and what score means "hot."
- Sales handoff path: How sales gets notified and what context they need.
- Audience scoped: Usually non-customers not already in an active opportunity.
How to do it in Quotient
Ask Quotient to set up scoring and routing:
"Score leads based on opens, clicks, and site visits. When someone crosses [threshold], notify sales and include what they engaged with."
Tune the thresholds with sales, then activate.
What you'll get
- Behavior-based lead scores
- Automatic flagging when someone heats up
- Sales alerts with useful context
Tips
- Align the "hot" threshold with sales so handoffs feel earned.
- Revisit scores after a few weeks of real engagement data.
Get Started
Score leads based on opens, clicks, and site visits. When someone crosses [threshold], notify sales and include what they engaged with.