One of my co-workers is in the final stages of implementing lead grading for their prospects. This has been a long process, both because of deciding what we want to grade and because of deciding how to grade what we want to grade.
Being this is the final stages before releasing to our customer-base at-large, we tested the grading process internally. Everything worked as planned…
…except one test.
Out of 15 tests, all but one had a grade associated with the prospect.
Why didn’t this one prospect have a grade?
We looked at everything. We compared this prospect against the other 14 to see if there were any differences. Looked at the Audit tab to see if there was a reason why the Automation Rules didn’t run.
Next step, we looked at the fields in question, the ones that drive the grading and the Automation Rules. This is where things got interesting.
“The Perfect Storm”
One by one, we looked through the fields and tried to determine if the test answers should have changed the prospect’s grade. What we found out was a perfect combination of answers over five fields that did not adjust the prospect’s grade.
And due to Pardot not displaying the default grade of “D” “until it changes either positively or negatively at least once,” there was no grade displayed for the prospect.
Our initial assessment that the prospect didn’t have a grade was incorrect. What happened was the prospect did have a grade, and did go through the grading process, but continued to have a default grade.
It’s our suggestion that Pardot remove this limitation on Lead Grading. If a prospect is assigned a Profile and has run through a Grading process, they should clearly have an assigned Grade, even if it continues to be a default grade.
Head over to the Ideas section at Salesforce to upvote our idea.