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Get Better Leads With Close.com CRM and ScoreApp

Rebecca Hollis
Rebecca Hollis - Head of Partnerships
8 min read

To keep running and growing your business sustainably, you need a consistent stream of high-quality leads.

The best way to get that is by building a sales funnel. And don’t worry: this doesn’t have to involve all kinds of tools and moving pieces!

  • With ScoreApp, our quiz marketing platform, you can create a lead magnet that keeps reaching new potential customers, collecting valuable data, and segmenting your contacts accordingly
  • The right CRM and marketing platform will then allow you to manage them, using your quiz data to nurture them in a personalized and more effective way. If you’re a small business looking for a user-friendly tool, you should consider Close.com (they also claim to be up to 50% faster than competitors!)

Let’s see how you can use them together to build a ScoreApp and Close.com funnel that keeps doing the heavy lifting for you.

What is a lead generation and sales funnel?

What is a lead generation and sales funnel

A lead generation and sales funnel is the journey your target customers follow to eventually buy from you.

So, when you “build” one, you’re simply creating a system that guides the right leads down that path, helping them understand their problem, discover your company, see your offering as the obvious solution, and take action (while also putting off time-wasters and wrong-fit prospects. A win-win!).

If you don’t take control of your funnel? You’re going to keep missing out on sales, sending customers straight to your competitors, and losing leads along the way. In other words: a COSTLY choice.

Benefits of creating a quiz funnel 

Benefits of creating a quiz funnel 

Not all leads are created equally… and that’s the same for funnels. 

Sure, there are all kinds of options, and you could start with different types of lead magnets too, like PDFs and other traditional free resources.

But when you create a quiz funnel with ScoreApp and Close.com, you unlock so many benefits, such as:

  • Higher conversions – Traditional lead magnets are so generic and overused that their landing pages only convert at 3-10%. Quizzes? They’re perceived as more valuable because they offer a dynamic and personalized experience. No wonder they convert at 30-50%! And you also won’t have to worry about someone signing up for your resource… only to let it gather dust in their Downloads folder
  • Data – With a quiz, you’ll ask strategic questions to your target customers, learning more about them and informing the rest of your marketing (invaluable!)
  • Personalization – Use their answers to divide your participants into groups (for example, based on their biggest problem or their role within a company) and then nurture them in a tailored way, only showing them super relevant content and touchpoints 
  • Selling more – Your quiz funnel will nurture your leads automatically until it’s time to make the right offer to each of them (for example, sending them the most useful product or inviting them on a call to discuss their results). And when you also use your new data to inform your sales calls? You’re going to close more of them successfully!

Create your FREE quiz lead magnet with ScoreApp

How to improve your lead generation with a ScoreApp and Close.com funnel in 5 steps

How to improve your lead generation with a ScoreApp and Close.com funnel in 5 steps

Building a funnel doesn’t have to be complicated, but you do need to plan it properly if you want it to work smoothly and efficiently. Here’s how.

Step 1: Set up your ScoreApp quiz lead magnet

First of all, what do you want to achieve with your ScoreApp and Close.com funnel? Be specific, and go beyond “getting more leads”. 

For example, you might wish to recommend the best product for them automatically, get 100 people to sign up for your free trial every month, or book 20 sales calls with pre-qualified prospects every week. 

Once you’re clear on this, work your way backward to plan the right quiz:

  • Nail your quiz idea – The sweet spot? Something your target customers would find attractive and that feeds into your main goal. So, consider solving a small problem or answering a question for them. For example, a financial advisor could lead with “What’s Your Investor Profile?” and a fitness coach could share a quiz titled “Why Is Your Training Routine Not Working for You?”
  • Create your quiz – Aim for 5-15 questions that are engaging for them to answer and that give you the data you need. Try and keep them varied, too (ScoreApp gives you 9 different question formats to choose from)
  • Build a quiz landing page – “Sell” your free quiz by leading with the benefit of taking it: what will your target customers receive or learn about themselves? You can use ScoreApp’s drag-and-drop builder or customize a pre-made template, adding your branding as well as attractive visual elements and social proof
  • Write different results pages – Basic quizzes only show a standalone percentage or a generic result. Your ScoreApp and Close.com funnel, on the other hand, should include valuable and dynamic pages (for example, visually attractive, more in-depth, and with personalized tips or calls to action)

Step 2: Integrate your ScoreApp quiz lead magnet and your Close.com CRM

Integrate your ScoreApp quiz lead magnet and your Close.com CRM

Thanks to ScoreApp’s direct integration with Close.com, connecting these tools is as easy as 1, 2, 3:

  1. Log into both platforms
  2. Create a Custom Field in Close.com (it’ll store the data and results of each lead who completes your quiz)
  3. On ScoreApp, go to the Integrate tab, select Close.com -> Configure -> Click to Authenticate, and when a pop-up appears, click Allow

Done!

Step 3: Customise your ScoreApp and Close.com CRM integration 

Now, the two tools are talking to each other. To personalize the rest of your ScoreApp and Close.com funnel, though, you need to decide what data they’re going to exchange. So, in the same Integrate section:

  • Map leads form fields – Whenever someone signs up for your quiz, ScoreApp will add them as a Close.com contact, sharing their First Name, Last Name, and Email address. Anything else you wish to add (like their website URL, for example)? Map it here
  • Map results fields – Add relevant data to your Close.com prospecting tool based on how each lead scored. This will really depend on how you’re planning on segmenting and nurturing your contacts, but for example, it could be their overall score, their highest or lowest category, or their answer to a specific question

Then, to be on the safe side, test your ScoreApp and Close.com integration with a dummy email address.

Step 4: Nurture your ScoreApp leads with Close.com email sequences and touchpoints 

Nurture your ScoreApp leads with Close.com email sequences and touchpoints 

The goal is to nurture your leads automatically and in a personalized way so that you only speak to the right ones once they’re ready (if you need to speak to them at all, as some funnels end with direct links to products and sales pages).

Since Close.com is an all-in-one platform, there are various ways to do this. However, emails tend to be the most effective. So, create different email sequences for each segment, or tailor certain elements within your messages to make them super relevant.

What you include in these nurturing sequences will depend on your business, audience, and goals, but to give you some ideas:

  • Reference their quiz results, welcome them into your world, and tell them what they can expect
  • Focus on their biggest problem and how it’s affecting them in practice
  • Educate them through valuable resources
  • Create a connection through stories and relevant anecdotes 
  • Pre-qualify them and prime the right ones for a sale by sending them strategic sales-enablement content, like comparison articles or videos and blog posts that debunk their misconceptions 
  • Build trust with case studies and reviews

Then, make the perfect offer to your right-fit prospects… and watch your sales skyrocket!

Step 5: Test and optimize your ScoreApp and Close.com funnel 

You’ve done the hard work. Now, the goal is simply to ensure your funnel keeps working smoothly:

  • Test your entire ScoreApp and Close.com funnel – Do this before launching it. As well as your main integration, is everything else working as planned, such as clickable links and the data you exchange between tools? And does your funnel look just as good on phones as it does on desktops?
  • Run some split testing – Show different versions of the same funnel elements to some of your leads, like landing pages or specific emails: what gets the most clicks? Once you’ve understood your audience’s preferences and behaviors even better, lead with what resonates the MOST with them
  • Monitor your analytics How are leads moving down your funnel? Where are they abandoning it? Make the most of your ScoreApp and Close.com analytics to review and optimize your customer journey, boosting your conversions even further

Increase your lead generation and sales with a ScoreApp and Close.com funnel 

Increase your lead generation and sales with a ScoreApp and Close.com funnel

You don’t have to keep doing everything manually, and you most definitely shouldn’t bore your audience with generic and impersonal marketing.

So, build a ScoreApp and Close.com funnel that keeps generating leads, nurturing them in a tailored way, and turning more of them into customers.

The first step? Launch your ScoreApp quiz today and for FREE.

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