Lead Insights

Lead scoring is a shared sales and marketing methodology to rank leads in order to determine their sales readiness.

Traditionally, in order to score leads, simple rules were used based on the lead behavior and interest toward the product or services.

Einstein Lead Insights uses a combination of data science and machine learning to discover the patterns of lead conversion in your business and predict which leads to prioritize. By using machine learning, Lead Insights provides a simpler, faster, and more accurate solution than the traditional rule-based lead scoring approaches.

With Salesforce Einstein, the components available for lead prediction are as follows:

1. The Lead Score field is available for reporting to help sales representatives find the leads with the maximum score:

1. Lightning Components shows the lead score and sales representatives which fields have a maximum impact on lead scoring:

1. The Lead Insights Dashboard includes reports that show key lead score metrics for your organization. The three key reports provided by the Lead Insights Dashboards are as follows:
   • Average Lead Score by Lead Source
   • Conversion Rate by Lead Score
   • Lead Score Distribution--Converted and Lost Opportunities