SaaS marketing experts sharing the best practices of lead qualification

Reading time: 20.07.2021
SaaS marketing experts sharing the best practices of lead qualification

There is no better source for inspiration in marketing than real examples from its best representatives. Previously, we reviewed the best tactics on how to increase Visitors-To-Paid Conversion in Edtech.

This time we offer you to explore the entire cycle of lead qualification in SaaS marketing companies with Reeta Gautam and Polina Zaharova.

After reading this article, you’ll know:

  • Early signs to start qualifying leads.
  • What tools to use to qualify leads.
  • Examples of the lead qualification requirements.
  • Lead scoring best practices.
  • How to deliver leads to sales.
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Now meet our experts:

Early signs to implement lead qualification within your company

Just like others, we were indiscriminately glad to each lead. The increasing number of leads made our marketers happy.

Once on the seasonal sale, our Instagram Ads brought us a huge number of leads. Of course, we asked our sales team to call all of them. How disillusioned we were when sales managers told us that 70% of that leads were awful: they didn’t reply to calls, didn’t want to talk, shared wrong data, etc.

That was the moment we decided to create ICP and start qualifying leads before delivering them to the sales team.

Polina Zakharova
Growth marketer at Dashly

Read also: Build Ideal Customer Profile Like a Pro Even If You’re Not [3 Templates]

The pivoting point where we decided to implement lead qualification was when we first realized that a lot of junk leads were entering the funnel and making the whole process quite tiring and time-consuming.
The opportunity cost was not worth it, and a change was long due.

Reeta Gautam
Co-Founder & Marketer at REIN Digital

Lead qualification steps

In Dashly we use two levels of lead qualification: marketing and sales. First is an automated process, that is conducted via contact forms and Leadbot. The second level is about sales reps asking potential client qualification questions.

Polina Zakharova
Growth marketer at Dashly
30 Job To be Done Questions To Ask During Customer Interview

We typically have the leads fill out a survey form before scheduling a call. This helps ascertain more context on the vision/ budget of the potential client, allowing us to prepare and target the right set of queries over the first call.

Reeta Gautam
Co-Founder & Marketer at REIN Digital

Where and when to qualify leads on a website

For clients, the lead qualification process takes place via lead forms and chatbots, but we typically use survey forms for our own website.

Reeta Gautam
Co-Founder & Marketer at REIN Digital
Lead qualification form on REIN Digital website.

In Dashly, we ask qualification questions on the step when the website visitor is ready to have a one-to-one conversation. For example:

  • Requesting for the product demo on any website page.
  • Запрос на демонстрацию продукта на любой странице веб-сайта

  • Asking for a consultation on the pricing page.
  • Signing up for Dashly.
  • Scheduling a free consultation in the contact form on the Instagram Ads landing page.
  • Polina Zakharova
    Growth marketer at Dashly

    Tools to automate lead qualification on the website

    Previously we used contact forms and pop-ups, but the last one showed a low engagement rate.. Then I replaced pop-ups with a Leadbot, that works perfectly on the pricing page.

    Polina Zakharova
    Growth marketer at Dashly

    For clients operating mainly in the insurance and finance vertical, we primarily use a combination of lead forms & chatbots and simultaneously A/B test with ad copies and landers.

    Reeta Gautam
    Co-Founder & Marketer at REIN Digital

    Example of the requirements a lead should meet to be considered qualified

    A lead essentially needs to match the KPI (Key Performance Indicator) or the eligibility criteria set by the company to be considered qualified. Our requirements vary from domain to domain, and hence, our focus is always more on establishing relevant requirement expectations for the leads.

    Reeta Gautam
    Co-Founder & Marketer at REIN Digital

    In Dashly, a qualified lead meets next requirements:

    • Since the first step to use Dashly is installing the relevant code on a website, the first and the most important requirement is a website URL.
    url requirement

    This fact defines that lead can use our tools.

    • The second requirement is a position within a company: sales, support, or marketing manager, CEO. Exactly they benefit from Dashly most of all.
    Survay: what is your function?
    • Company size and website traffic give us a clear understanding of what pricing plan to offer.

    Polina Zakharova
    Growth marketer at Dashly

    The variety of lead scoring models

    Yes, we use lead scoring with the help of the Data Science team for some of our fintech clients. We have also managed to get ourselves a relatively high-quality score based on multiple factors like customer lead form input, location, browser, day & time, etc.

    Reeta Gautam
    Co-Founder & Marketer at REIN Digital

    One of the fields our team is keen on is product marketing. Once we’ve collected our knowledge and published it in a book. It brought us many excellent leads; big companies, CEOs, CMS, PMMs shared with us their contacts when downloading it.

    But none of them were ready to talk about the product when our sales reps contacted them. They just had no idea about the existence of the Dashly tools.

    Since then, we call prospects only if they have read our emails, visited the website, shared their website URL, and valid info about their post, company, etc. Each of these facts assigns a +1 score to a lead.

    Polina Zakharova
    Growth marketer at Dashly

    Read also: Customer behavior analytics: how to organize data collection

    But in the core of our lead qualification scoring is a source:

    • If they come from the pricing page, the sales team responds to the request immediately because such people want an answer here and now. These leads have the highest SLA response time.
    • The second level SLA response time priority has leads who came from Instagram or Facebook Ads. When we don’t answer their request in 30 min, they forget about the ads they respond to.
    • People who have just registered in Dashly shouldn’t be called immediately. We give them time for onboarding, and contact on the second day or week of Dashly usage.

    Polina Zakharova
    Growth marketer at Dashly

    How to deliver leads from Marketing to Sales

    When someone leaves contacts in the dialog with Leadbot, the info about this event goes to Dashly. Enriched with additional data about the pages and actions this lead did on the website, this information moves to our CRM. Thus, our sales team has a lead card with all the info about the user data, actions and pages visited. The last one serves as a context to start the conversation.

    Polina Zakharova
    Growth marketer at Dashly

    Read also: How to start a conversation with a customer: 25 welcome message ideas

    Our tech team has automated the delivery process for most clients, wherein the qualified leads either directly hit the CRM or a comprehensive and straightforward spreadsheet (for those who don’t have any CRM).

    Reeta Gautam
    Co-Founder & Marketer at REIN Digital

    First steps in lead qualification for SaaS marketers

    In my opinion, a lead form/ chatbot loaded with accurate, relevant yet brief questions is the easiest way to access inputs with minimal human interaction. Having said that, one must also ensure continual A/B testing with an established content format until they finally reach a place that seems right (we got there after six shots!); D

    Reeta Gautam
    Co-Founder & Marketer at REIN Digital

    1. Check whether you need to qualify leads. If you don’t have too many leads and your sales team processes them in time ─ there is no point in this action.
    2. Listen to your sales reps’ conversation with a lead to define the question they ask. There is a part of the info you can provide about leads before the sales team will call them.
    3. Collect the list of questions you want to ask (1-5 questions are enough).
    4. Add it to the contact form or leadbot on your website.

    Polina Zakharova
    Growth marketer at Dashly

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