Ortto Lead Scoring Software

Automate lead qualification and prioritize sales efforts with custom scoring.

by Ortto · Marketing Automation

Executive Summary

Ortto Lead Scoring Software enables businesses to build custom lead scores, a critical component of their broader marketing automation and customer data platform (CDP). It allows users to define criteria for scoring leads based on various data points, including behavioral, demographic, and firmographic information, to accurately identify the most promising prospects. This capability significantly enhances marketing automation by enabling highly targeted campaigns and improving overall sales efficiency. The software integrates seamlessly with other systems, such as CRMs, to centralize customer data and provide a unified view for accurate scoring. By leveraging this comprehensive data, Ortto automatically assigns scores, segments audiences, and triggers personalized customer journeys. This empowers marketing and sales teams to focus their efforts on high-value leads, optimize conversion rates, and ultimately drive substantial revenue growth.

Use Cases

  • Prioritize sales outreach by identifying high-scoring leads.
  • Automate lead nurturing campaigns based on lead score thresholds.
  • Segment audiences for personalized marketing messages.
  • Improve conversion rates by focusing resources on qualified prospects.
  • Identify disengaged leads for re-engagement campaigns.

Features

Visibility

  • Lead Scoring Dashboard: Real-time visualization of lead scores and pipeline.
  • Customer Journey Builder: Visually design and automate personalized customer journeys.
  • Reporting & Analytics: Access detailed reports on lead performance and marketing effectiveness.

Intelligence

  • Custom Lead Scoring: Define and apply custom rules to score leads based on various data points.
  • Behavioral Segmentation: Segment leads based on their interactions and engagement for targeted campaigns.

Technical Specifications

Architecture
Cloud-based Customer Data Platform (CDP) with REST API for integrations.
Deployment
SaaS
API Available
Yes

Integrations

  • Salesforce
  • Stripe
  • Segment
  • AWS S3
  • Zapier
  • Calendly

Security & Compliance

Certifications: SOC 2, ISO 27001, ISO 27701, HIPAA, GDPR, CCPA

Encryption: Protects and secures customer data with high encryption.

Pricing

Target Customer
SMB,Mid-Market,Enterprise

About Ortto

Ortto is a customer data and marketing automation platform for data-driven businesses. The platform combines CDP, marketing automation, and analytics to help companies understand and engage their customers.

Founded: 2011 · Headquarters: San Francisco, USA · Employees: 51-200 · Private