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IFS Lead Scoring – Trigger Automation When Scores Cross Thresholds

· 2 min read
Michael Ward
Michael Ward
Founder & CEO @Paminga

Paminga's Lead Scoring Thresholds continuously watch for leads that meet your qualifying conditions. When a lead crosses one of your thresholds, Paminga will trigger the automated actions you've chosen.

Lead Scoring Thresholds for IFS CRM

Lead scoring thresholds unlock the true power of lead scoring, enabling you to systematically qualify – or disqualify – leads.

By making it simple to trigger the creation of Leads, Cases, and Tasks in IFS, your team is empowered to leverage marketing automation features that are commonly too challenging to actually use in other platforms.

Paminga's Lead Scoring Thresholds hardly require any explanation. Spend a few moments with the screenshot below and you'll grasp much of the picture immediately:

IFS Lead Scoring Thresholds

Watch For Both Rising and Falling Lead Scores

Lead Scoring Thresholds make it easy to trigger actions due to both rising and falling lead scores.

Some actions you may want to trigger when a score falls below a threshold include:

  • Remove the prospect from active Workflows and Drip Series
  • Sunset the contact for a sensible duration – stop sending them marketing emails for 90 days (or other duration)

Trigger Actions Globally or Conditionally

As prospects qualify for your lead scoring thresholds, you may trigger actions:

  • Globally: these actions will be triggered for every contact that achieves your threshold
  • Conditionally: these actions will only be triggered if the contact that achieves this threshold meets additional conditions of your choosing

Available Actions

  • todo: list actions here via component

Score Leads Your Way

It's common that teams have to adapt their processes based on limitations or complexity imposed by marketing automation vendors.

Paminga is a uniquely flexible, allowing you to operate the way your team chooses to, scoring and qualifying leads in accordance with your internal processes.

Keep Data Clean in IFS CRM

  • Qualify prospects before ever creating records in IFS CRM. Keep unqualified leads out of your CRM
  • Score the leads that already exist in IFS CRM. Ensure qualification and trigger action automatically

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