What is Lead Scoring?
Lead scoring is the process of auto assigning values based on interactions that you have with a lead or prospect. The lead score is an assessment of the quality of a lead and provides an indication of the likelihood of the lead becoming new business.
How many sales managers have asked the question? What leads are going to close this month? And then have the sales rep spout off about all of the leads that they’ve nearly got over the line and are going to close in the imminent future. This is called “The rose tinted glasses phenomenon” (RTGP). Continue reading
3 New Integration Features
Today we’re excited to tell you about the latest improvements to our Xero integration. Click the links below to view the videos or read the full blog post to learn more.
- Create invoices in Exsalerate ready for approval in Xero.
- Quotes sent from Xero appear in your pipeline and we automatically create a follow-up activity.
- Make sure your customers are getting enough LOVE with our Account Management Dashboard!
WorkflowMax Quotes in Exsalerate
We’ve upgraded our WorkflowMax integration so now when a quote is created in WorkflowMax an opportunity will be added to your Exsalerate pipeline and we’ll automatically assign a follow-up activity to the Account Manager. Continue reading
Bigger & Better
It had been 2 years since we had attended Xerocon in Melbourne and what a change we saw. 3000 plus attendees and some exciting announcements from the Xero team. Continue reading
I thought it might be useful to list the data integration points between Exsalerate, Xero and WorkflowMax. Continue reading
We excited to announce we now have web forms baked into Exsalerate. What does this mean you might ask? Well, it means AUTOMATION, no more double entry of data from pesky emails from your web contact us form. Watch the video on how it works or read more below. Continue reading