✅ Step 1: Define What “Qualified” Means for You

Start by setting your own lead qualification framework.
Example dimensions:

• Region

• Role/title

• Product interest

• Buying volume

• Trade behavior (past imports)

📌 These variables will feed into your AI scoring model.

✅ Step 2: Choose Which Data Sources Matter

High-quality scoring depends on high-quality inputs.

Your system should combine:

• CRM history

• Customs/trade behavior

• Email and WhatsApp interaction

• Website activity

• Firmographics (industry, size, country)

SaleAIconnects all of these in one pipeline.

✅ Step 3: Assign Weight to Each Signal

Not all actions are equal.

Example:

• “Email opened” = low intent

• “Clicked product link” = mid intent

• “Trade record match + reply” = high intent

AI learns these weights and adjusts based on past outcomes.

✅ Step 4: Train and Calibrate the Model

Good lead scoring systems evolve.

SaleAI updates lead scores automatically based on:

• Similar profiles that converted

• Drop-off behavior patterns

• Time-based engagement decay

You can override or lock scores manually if needed.

✅ Step 5: Integrate with Your Outreach and CRM

Scoring is only useful whenacted on.

In SaleAI:

• “Hot leads” go into active campaigns

• “Warm leads” get nurtured

• “Cold leads” pause or recycle

All transitions happen based on scoring thresholds.

✅ Step 6: Use Scores to Prioritize Sales Workflows

Instead of working alphabetically or regionally, your team can work:

• From highest score down

• Based on product interest clusters

• By follow-up urgency (based on score decay)

This dramatically improves time efficiency.

✅ Step 7: Review, Refine, and Re-score Every 2 Weeks

AI isn’t magic. It needs tuning.

Run bi-weekly lead reviews:

• Check conversion accuracy of top-scored leads

• Adjust weight rules for any false positives

• Archive or demote leads that have gone cold

SaleAIgives full transparency for audit and feedback loops.

Summary Table: Smart AI Lead Scoring in SaleAI

🎯 Ready to focus on the leads that are actually ready to buy?

Let SaleAI score, sort, and send your best opportunities →