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October 28, 2011
Investigating

Company Lead Score

  • October 28, 2011
  • 27 replies
  • 10070 views

Aggregate the lead scores of contacts within an organization to create a Company Lead Score.

Marketo users are able to deliver content that helps progress relationships based on a contacts Lead Score.  However, we're unable to do the same based on the interest level across an organization.

Example:
Assume that the lead scores of 3 people from Disney progress because of certain actions taken:
Contact 1 - Downloaded a white paper about Oracle Financials - (Lead Score +5)
Contact 2 - Downloaded a white paper about Siebel  - (Lead Score +5)
Contact 3 - Downloaded a white paper about Salesforce.com - - (Lead Score +5)

Each contact's lead score is 5, however, their Aggregate Company Lead Score is 15.

If there was a Company Lead Score in Marketo that rolled up the lead scores of contacts within an organizaiton, users would be in a better position to act on companies where interest is high.

We are now using Company Lead score to drive our inside sales program.

27 replies

January 28, 2015
That sounds workable, Justin, but wouldn't it put huge pressure on SFDC? In a large database, with scores changing all the time, you're talking about a vast number of operations running basically continuously. (Not that I'm an SFDC programmer... just suspect this would be true.)
January 28, 2015
Subscribing as well. 

In addition to Delinda's report suggestion, you could also potentially use a headless flow (if you are in the SFDC Process Builder pilot) to automatically summarize the scores of contacts at the account level using visual workflow. 

E.g., if contact lead score changes, kick of visual workflow, look up all contacts with the related account ID, add up their scores, assign to account score field. 

Haven't tried this to ensure it works though. 
New Participant
January 23, 2015
Subscribing - looking to roll out something similar and would love to hear what logic others have incorporated and how it's worked
January 18, 2015
Any idea if this is still on the radar? It would be really great to see this as a future enhancement!
May 5, 2014
Thanks for giving this some Love Ed.

"the account is much more important (as a prospect) than any individual."

For me, this would be a no-brainer.
May 5, 2014
I'm a bit bummed to see this is marked as "We Like It" but is well over two years old. Does this have any hope of going further?

In our business model, the account is much more important (as a prospect) than any individual. And the parent account is the true target. To cite Dan's example, we sell to ESPN and ABC, but we're really targeting the big sale at Disney. I want to score based on all activities by all people in the Disney family of companies. If suddently the heads of programming of both ESPN and ABC are doing significant activity, this means our sales team should be talking to their boss at Disney.
December 10, 2012
Hey Rick,

I like the idea of Company Scoring, we actually use the same example that Delinda has above to take a look at aggregate company score.

The one thing to be care of I suppose is that summarized company scoring can be very misleading depending on the number of contacts you have at a company.  

If you have 5 contacts who are all at lead score of 50, that would be a great account.
What about 1 contact at a score of 150?
What about 150 contacts at a score of 1?

I'm not saying that "average" company score would solve all of the problems, but I think there definitely has to be some more variables taken into consideration like: Employee Size, Engaged Employee Size (# of Contacts who have a lead score), or Score of "In Profile" contacts maybe?  not just records in the system who's score may skew results?  For example a SaaS company who holds user record data in the system.  One of the users may have a lead score of 1000 because they visit the site everyday, but all I really care about for Company Score is the management contacts associated to that account.

Anyways...like the idea, just some additional topics for discussion.


November 21, 2012
Has anyone offered a solution for this?  We're currently doing this but outside of Marketo.  Would be great to achieve this within Marketo environment.
June 27, 2012
We're presently aggregating scores in a data warehouse that's integrated to Salesforce.com which connects to Marketo.  It would be better if the aggregate company lead score was generated within Marketo.  Live scoring would foster better automation and allow us to do more in Marketo instead of having to piece things together in separate environments; which adds cost and process to our formula and "Secret Sauce".

We're also looking at scores by Sector, Industry, and Sub-Industry to gauge what's resonating best with our audience.

Here are the scores we're managing outside of Marketo today that we'd like inside Marketo tomorrow:
- Company Level Lead Score
- Sector - Industry - Sub-Industry Lead Score

And what about Content Scoring?

June 27, 2012
If aggregate is all you're looking for, you could do this via a SalesForce Accounts with Contacts report. Summarize the Lead Score column and then group by company name.