Are you worried about lower lead conversion rates due to poor lead quality then you are not alone in this phase. Most businesses experience the same issue. Reports show that 22% of companies are happy with their conversion rates. Conversion Rate Optimization (CRO) data also reveals that 79%  of generated leads don’t convert into sales, while 63% of consumers only buy when they have a positive in-store experience.

 

Perhaps, far more significantly, 55% of marketers find lead generation as the biggest hurdle in their day-to-day process. These figures show that not all users who visit a website convert.

 

Access our world-class decision matrix templates to ace your data-based decisions.

 

However, most often the issue is not with the number of leads but the lead prioritization model. Suppose your team chases unqualified leads. This is nothing, but a waste of valuable resources.This is precisely where you need a lead scoring matrix. This matrix helps you assign a score to each lead based on their likelihood that not only smoothens the entire process but also improves the sales efficiency. The only drawback is that creating such a matrix requires deep knowledge and significant time.

 

But you don’t have to worry because in this blog we have compiled a list of lead scoring matrices. We cover all major methods and approaches with which you focus your resources based on a system, not just arbitrary guess work. These matrices are designed by professionals and can boost your conversion rate. Even  better, each of the templates is 100% editable and customizable.

 

Here are top-draw scoring matrices for your business from SlideTeam.

 

Let’s explore the templates!

 

Template 1: Lead Scoring Matrix For Automobiles Template

This PPT Template helps the marketing team of an automobile company segregate quality leads from junk leads. What makes this slide more practical is that it uses matrices such as contact form field, trade show visitor, attended company hosted events, showroom visits and asked for quotations to assign points for a particular lead.

 

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Template 2: Scoring Matrix to Prioritize and Evaluate Leads PPT Template

This template helps marketing managers prioritize and evaluate leads effectively. They can use this template to ferret out high-quality leads from low quality leads that will not only save their time but also improve their efficiency. It uses elements for evaluating potential customers, after assigning a specific score to the specific action a customer takes. For instance, when a customer fills out a contact form, then it assigns 100 points to this action and when the customer books the demo then this template assigns 150 points. A customer with higher points is considered as a qualified lead. The USP of the slide is that it also assigns negative points for negative actions of customers.

 

scoring matrix to prioritize and evaluate leads

 

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Template 3: Lead Scoring Matrix in B2B Sales Template

This template is a tool designed for managers. It uses engagement actions that the lead (customer) performs for scoring them. They can give the score for the lead based on his actions. So, by scoring the lead this template helps the team arrange the lead in the priority order. Like our previous template this template also considers the negative actions by the client. For instance, for an unsubscribed newsletter the agent can reduce 100 points from that customer’s score. Consequently resulting in a potential decrease in his priority ranking. Overall, this template can be the life saver for your team and can help them in driving higher conversion rates.

 

Lead scoring matrix in B2b sales

 

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Template 4: Lead Scoring Matrix SaaS Company Template 

SaaS businesses deal with a high volume of data, which makes this template essential. It starts from the initial interest of the targeted lead. For instance, when a lead clicks on a landing page he earns 5 points. This shows his basic interest in your services. Next, if he submits a form he gets 25 points because submitting a form indicates that he is more interested in your services. Similarly, this template allocates less points for simple actions and more points when they show serious consideration in your products.

 

Lead scoring matrix for Saas companies

 

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Template 5: Lead Scoring Matrix for E-commerce Retail Companies PPT Template

This lead scoring matrix is a must have for any e-commerce retail business. It helps them in enhancing lead quality, and makes their marketing strategy more effective. It accesses factors, such as including customers’ activities to make any decisions. Primarily, the user profile is accessed on six major matrices. One of them is the buying cycle, which indicates how far the lead is in their purchasing journey.  Another key variable is customer engagement, customer interest and activity.

 

lead scoring matrix for e commerce retail companies

 

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Template 6: Lead Scoring Matrix to Identify Qualified Customers Template 

This PPT Template helps companies segregate qualified customers from non-qualified customers in their database. It uses two factors: Lead grading, and lead scoring for this process. These two factors assess each lead to ensure its quality. The template divides the lead into categories based on their engagement and interactions. Any lead that has a low grade and low score is unqualified and can be removed from the database. While on the other hand, a qualified lead must have a high grade and high score. Any leads in between these two extreme points requires proper nurturing from the company to improve their scoring and prepare for future sales. Companies are already using this template to focus their effort on qualified leads, ready for conversion.

 

lead scoring matrix for companies to identify qualified customers

 

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Template 7: Traditional Lead Scoring Matrix for Analyzing Customer Profile Template 

This PPT Template uses traditional methods for analyzing a customer profile. The system revolves around two critical elements: Customer behavior and demographics. It allows businesses to segregate and arrange leads depending upon their activity level. A highly active lead is a highly qualified lead while an inactive lead is lower in qualification or unqualified. Using this template, businesses are analyzing the demographics profile of the targeted audience. This way, the slide ensures that businesses prioritizes leads only on behavior, but also on company customer profile.

 

traditional lead scoring matrix to analyse company customer profile

 

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Template 8: Lead Scoring Matrix for Nurturing Prospects PPT Template

This PPT Template helps businesses address the major pain points of their marketing team, of using behavior and demographics together. The slide uses two core component scores: Behavior and demographics to nurture prospects. The behavior score helps businesses understand the engagement level of the prospect and therefore, it is the primary indicator. Prospect having a score between above 50 is considered as ready lead while prospects between 25-50 score may need additional sales centring nurturing. For a prospect that scores between 2-24, there is the need for more engagement with the company, while any prospect score lower than 2 are placed under common nurturing tracks.

 

Lead Scoring Matrix for Nurturing Prospects

 

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Template 9: Steps To Develop Successful Lead Scoring Matrix PPT Template 

This template divides the lead scoring process into simple, easy and manageable steps. The first step of the template is about defining the target audience. It is necessary for creating more engaging and better content. Then, the slide helps businesses focus on developing  an evaluation system. Businesses can use any matrix for this process that they consider crucial for their operations. Lead automation follows, which is necessary for proper nurturing of leads. These steps also help in implementing automation workflow. Finally, the template signifies the importance of a dedicated team required for managing the system.

 

steps to develop successful lead scoring matrix

 

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Template 10:  Lead Scoring Matrix for B2B Company Template 

This PPT Template helps B2B companies in identifying and prioritizing quality leads. They can use this template for enhancing the effectiveness of their content marketing strategies. This template segregates leads into old cool warm, warmer ready to buy and loyal audience types. Businesses can use this template for assigning each customer type with their prospective buying stages. For example, folder leads fall under the early buying cycle while late buying cycle is meant for ready to buy and loyal customers. The USP of the slide is that it also considers audience behavior for scoring.

 

lead scoring matrix for b2b companies

 

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Conclusion

 

Understanding and prioritizing leads is more complex than ever. The templates discussed in the blog can serve as a powerful tool.

 

With effective implementation of these templates, you can use your resources more wisely. These also help in enhancing communication that eventually results in increased sales conversion. So, what are you waiting for to download today and watch your customer base expand?   They can make your team more efficient and can enhance your marketing efforts.

 

PS Our lead scoring templates streamline the lead evaluation process for you.