Lead Scoring Helps you Cut Through the BS

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

Xero Integration Enhancements

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!

Continue reading