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Lead scoring/management with multiple product-lines

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Posted on by Microsoft Employee

I am looking for input and recommendations on best practices in lead life cycle strategy when there are multiple products's being managed within 1 Dynamics instance.

Traditional lead scoring and life cycle stages pose a challenge when a lead can show interest with different products within an organization. For example, if we are promoting 4 completely different products or services within the same workspace, how should the lead management capabilities in dynamics be configured?

For example, Joe Bloggs has been engaging with content for products 1, 2, 3 & 4. If he hits the score threshold for 'Product 4' you'd expect an MQL for Product 4 while his score/engagement remains in pre-MQL for Products 1 - 3.

How's this usually configured?

  • Suggested answer
    Nya Profile Picture
    Nya 29,058 on at
    RE: Lead scoring/management with multiple product-lines

    Hi,

    Sorry but I can't understand your description well.

    But you could try to create a relationship between Lead and Product and use the following expression to configure the Lead Scoring Model.

    Create advanced lead scoring conditions by using traversals

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