Lead Scoring & Routing

Scoring models that actually work

Your current scoring model uses 5 fields and was last updated 8 months ago. Conversion's AI scoring uses every signal in your CRM, warehouse, and product data, and optimizes continuously.

The challenge

What's broken today

Static rules nobody trusts

Manual scoring models decay fast. The thresholds were set by someone who left the company, and sales ignores MQL notifications because half of them are junk.

Missing the best signals

Product usage, billing data, and intent signals live in the warehouse. Your scoring model can't see them because your MAP doesn't connect to your data infrastructure.

Routing is a separate problem

Scores flow to Salesforce but routing logic lives in a tangle of assignment rules, round-robins, and territory maps that break when org structure changes.

The solution

How Conversion solves this

AI-Powered Scoring

Scoring models that learn from your closed-won and closed-lost outcomes. Conversion's AI evaluates hundreds of signals across your CRM, warehouse, and product data to predict conversion likelihood. The model retrains continuously as new deals close, so scores never go stale.

Every Signal, Not Just Form Fills

Product usage patterns, feature adoption velocity, billing tier, support ticket volume, G2 intent data. If it's in your warehouse, it can inform your score. No more limiting scoring to email opens and page views.

Real-Time Routing

Route leads to the right rep the moment they qualify. Routing rules evaluate in real time as data changes, accounting for territory, segment, account ownership, and rep capacity. No more batch processing overnight.

Scores Flow to Salesforce Instantly

Lead and contact scores sync to Salesforce in real time with full audit trails. Sales sees score changes as they happen, with clear explanations of what drove the change. Assignment rules update automatically.

FAQ

Frequently asked questions

Yes. You can run AI scoring alongside your existing manual rules and compare results before switching. Most teams run a parallel period of 2-4 weeks to build confidence in the AI model.

Anything in your CRM (Salesforce fields, activity history), your data warehouse (product usage, billing, enrichment data), and behavioral signals captured by Conversion (email engagement, form submissions, page visits). All sources are weighted automatically by the AI model.

Every score includes a breakdown of the top contributing factors. You can see exactly why a lead scored high or low, which signals had the most weight, and how the score has changed over time. No black box.

Yes. Routing can evaluate account ownership, named account lists, territory rules, and rep capacity. When a new contact comes in from an existing account, they're automatically routed to the account owner.

Stop guessing which leads matter

See how Conversion's AI scoring uses your full data picture to identify the leads most likely to close.