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Automate Lead Scoring and CRM Updates

Your CRM is supposed to make sales easier. Instead, it's a data entry nightmare.

Every lead comes in. You manually enter their info. Then you manually score them ("Is this a good fit?"). Then you manually update the status. Then you manually assign them to a rep.

By the time you're done with admin work, you've spent 30 minutes on a lead you haven't even talked to yet.

Meanwhile, hot leads go cold because they're sitting in a queue, unsorted, while you're stuck updating fields in Salesforce.

There's a better way: Automate lead scoring and CRM updates so your team only touches qualified, ready-to-convert leads.

Why Manual Lead Scoring Kills Microteams

Big sales teams can afford to have SDRs who do nothing but qualify leads all day.

Microteams can't.

When you have 2-3 salespeople, every hour spent on admin is an hour not spent closing deals.

And manual lead scoring has two massive problems:

Problem #1: It's Slow

By the time you manually review a lead, score them, and assign them, hours have passed. Maybe a full day.

In B2B, speed matters. Studies show that leads contacted within 5 minutes are 100x more likely to convert than leads contacted after an hour.

If you're manually scoring leads, you're losing that window.

Problem #2: It's Inconsistent

When humans score leads, everyone has a different definition of "qualified."

One rep thinks a 50-person company is a good fit. Another thinks you need 200+ employees. One rep loves leads from tech companies. Another avoids them.

Result: Leads get scored differently depending on who reviews them. Your data is messy. Your reports are useless.

Automation fixes both problems. Leads get scored instantly and consistently, every single time.

The Automated Lead Scoring Framework

Here's how to automate lead scoring and CRM updates so your sales team can focus on selling:

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