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Specific ways to optimize lead quality

2025-08-19 241

Three-tier precision screening program::

1. basic filtration: Set industry/size/geography criteria (e.g. "Financial industry + 500+ employees") in Settings > Ideal Customer Profile.
2. Behavioral Screening: The system automatically flags high-value behaviors (multiple visits/staying longer than 5 minutes/downloading whitepapers) to generate Hot Leads.
3. manual review: Secondary validation using multidimensional filters (company match + behavioral weights) in the Leads panel

Efficiency techniques::

  • Regularly analyze Analytics reports and adjust ICP parameters
  • Setting priority rules for product page/case page visitors
  • Enable automatic assignment rules (e.g., 10-point leads go straight to the sales director) after CRM integration

A SaaS customer saw a 47% increase in sales conversion after adoption.

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