Lead Scoring Template   Excel template (XLS)
$49.95

Lead Scoring Template (Excel template (XLS)) Preview Image
Lead Scoring Template (Excel template (XLS)) Preview Image
Lead Scoring Template (Excel template (XLS)) Preview Image
Flevy is the marketplace for business best practices.
Lead Scoring Template (Excel template (XLS)) Preview Image
Lead Scoring Template (Excel template (XLS)) Preview Image
Lead Scoring Template (Excel template (XLS)) Preview Image
Arrow   Click main image to view in full screen.

Lead Scoring Template (Excel XLS)

Excel (XLS)

$49.95
Optimize your sales pipeline with this Excel Lead Scoring Template, crafted by industry experts. Streamline lead evaluation and enhance marketing-sales alignment.
Add to Cart
  


Immediate download
Fully editable Excel
Free lifetime updates

DESCRIPTION

This product (Lead Scoring Template) is an Excel template (XLS), which you can download immediately upon purchase.

Lead scoring is a method of quantifying the value of a sales lead by categorizing its probability to generate revenue. With this information, Sales executives and managers can manage their pipeline more effectively by optimizing sales resource allocation. Lead scoring can rapidly improve the relationship between Marketing and Sales by driving measurable revenues.

This Excel-based Lead Scoring Template helps you analyze leads and identify strong prospects. The best possible score for a lead is 100, which is based on 6 criteria for evaluating explicit and implicit need for your product or service.

In this Lead Scoring Template, the first step is to define the criteria you will be using and the weighting scale. The criteria are divided into two major categories, profile and activities. Once you have defined your criteria, continue to the lead scoring tab, list all of your leads, and begin scoring them on scale of 1 to 10. The value in parentheses is the maximum value that can be granted for that particular category. Depending on the score you should determine whether your contacts are an A lead, B lead or a C lead.

Here are some areas costs that Lead Scoring can reduce:
*Initial Lead Generation Cost – once you have a better idea of the profile of a good lead, less time is wasted hunting down poorly qualified leads.
*Sales Conversion Cost – when you have scored each lead, you can mitigate lost sales by allocating high-quality leads to high-caliber Salespeople.

The Lead Scoring Template is meticulously designed to streamline your lead evaluation process. This tool incorporates a comprehensive weighting system, assigning specific percentages to various criteria such as Company, Buying Cycle, Contact, Interest, Actions, and Recent activities. The template's structured approach ensures that each lead is scored consistently, allowing for a clear comparison of potential prospects. The visual representation of scores in a color-coded format provides an at-a-glance understanding of lead quality, aiding in swift decision-making. This template is an indispensable asset for any sales team aiming to prioritize high-value leads and allocate resources efficiently.

Got a question about the product? Email us at support@flevy.com or ask the author directly by using the "Ask the Author a Question" form. If you cannot view the preview above this document description, go here to view the large preview instead.

Source: Best Practices in Lead Management Excel: Lead Scoring Template Excel (XLS) Spreadsheet, Demand Metric


$49.95
Optimize your sales pipeline with this Excel Lead Scoring Template, crafted by industry experts. Streamline lead evaluation and enhance marketing-sales alignment.
Add to Cart
  

ABOUT THE AUTHOR

Author: Demand Metric
Additional documents from author: 25

Demand Metric is a global marketing research & advisory firm. We specialize in Corporate Marketing tools and templates, mostly built in MS Excel.

Ask the Author a Question

Must be logged in

Did you know?
The average daily rate of a McKinsey consultant is $6,625 (not including expenses). The average price of a Flevy document is $65.




Trusted by over 10,000+ Client Organizations
Since 2012, we have provided best practices to over 10,000 businesses and organizations of all sizes, from startups and small businesses to the Fortune 100, in over 130 countries.
AT&T GE Cisco Intel IBM Coke Dell Toyota HP Nike Samsung Microsoft Astrazeneca JP Morgan KPMG Walgreens Walmart 3M Kaiser Oracle SAP Google E&Y Volvo Bosch Merck Fedex Shell Amgen Eli Lilly Roche AIG Abbott Amazon PwC T-Mobile Broadcom Bayer Pearson Titleist ConEd Pfizer NTT Data Schwab




Read Customer Testimonials

 
"As an Independent Management Consultant, I find Flevy to add great value as a source of best practices, templates and information on new trends. Flevy has matured and the quality and quantity of the library is excellent. Lastly the price charged is reasonable, creating a win-win value for "

– Jim Schoen, Principal at FRC Group
 
"The wide selection of frameworks is very useful to me as an independent consultant. In fact, it rivals what I had at my disposal at Big 4 Consulting firms in terms of efficacy and organization."

– Julia T., Consulting Firm Owner (Former Manager at Deloitte and Capgemini)
 
"Last Sunday morning, I was diligently working on an important presentation for a client and found myself in need of additional content and suitable templates for various types of graphics. Flevy.com proved to be a treasure trove for both content and design at a reasonable price, considering the time I "

– M. E., Chief Commercial Officer, International Logistics Service Provider
 
"As a young consulting firm, requests for input from clients vary and it's sometimes impossible to provide expert solutions across a broad spectrum of requirements. That was before I discovered Flevy.com.

Through subscription to this invaluable site of a plethora of topics that are key and crucial to consulting, I "

– Nishi Singh, Strategist and MD at NSP Consultants
 
"I have found Flevy to be an amazing resource and library of useful presentations for lean sigma, change management and so many other topics. This has reduced the time I need to spend on preparing for my performance consultation. The library is easily accessible and updates are regularly provided. A wealth of great information."

– Cynthia Howard RN, PhD, Executive Coach at Ei Leadership
 
"I have used Flevy services for a number of years and have never, ever been disappointed. As a matter of fact, David and his team continue, time after time, to impress me with their willingness to assist and in the real sense of the word. I have concluded in fact "

– Roberto Pelliccia, Senior Executive in International Hospitality
 
"[Flevy] produces some great work that has been/continues to be of immense help not only to myself, but as I seek to provide professional services to my clients, it gives me a large "tool box" of resources that are critical to provide them with the quality of service and outcomes they are expecting."

– Royston Knowles, Executive with 50+ Years of Board Level Experience
 
"I have used FlevyPro for several business applications. It is a great complement to working with expensive consultants. The quality and effectiveness of the tools are of the highest standards."

– Moritz Bernhoerster, Global Sourcing Director at Fortune 500


Your Recently Viewed Documents

Customers Also Bought These Documents

10-slide PowerPoint, Excel template
$30.00


Customers Also Like These Documents

Related Management Topics


Lead Management Information Technology Sales Fourth Industrial Revolution Customer Segmentation Business Framework PowerPoint Diagrams Lead Generation Customer Relationship Management Customer Service ISO 27002 ISO 27001 Specialized PowerPoint Templates Marketing Plan Development Service Transformation Customer Decision Journey Ideation Innovation Management Service Management ITIL Consulting Sales Augmented Reality IT Governance

Download our FREE Strategy & Transformation Framework Templates

Download our free compilation of 50+ Strategy & Transformation slides and templates. Frameworks include McKinsey 7-S, Balanced Scorecard, Disruptive Innovation, BCG Curve, and many more.