Sales Opportunities Lead Qualification in B2B Market

This thesis addresses the challenge of inefficient lead qualification in the business-to-business (B2B) market by applying machine learning techniques to predict the likelihood of winning a sales opportunity. Using a real-world dataset of over 78,000 records and 17 variables, the study aims to improve how sales teams identify and prioritize high-conversion leads. A thorough data preparation process was conducted, including handling of missing values, outlier detection, and under-sampling to resolve class imbalance between won and lost opportunities. After thorough data cleaning, preprocessing, and under-sampling to address class imbalance, five machine learning models were developed: Logistic Regression, Random Forest, Neural Network, Linear SVM, and XGBoost Tree. Each model was evaluated using metrics such as accuracy, precision, recall, F1-score, and AUC. Among them, XGBoost outperformed all others, achieving an accuracy of 95.57%, precision of 98.3%, recall of 95.9%, and an AUC score of 0.993, indicating its strong ability to differentiate between won and lost opportunities. Feature importance analysis using the F-score method revealed that Sales Velocity, Qualification Board Score, and Opportunity Size were among the top predictors of opportunity success. Statistical tests including Chi-square, Mann-Whitney U, and Kruskal-Wallis supported these findings by highlighting significant relationships between key variables and opportunity status. This study demonstrates that machine learning can enhance B2B lead qualification by providing data-driven insights into what drives successful outcomes. By moving beyond manual scoring and intuition, organizations can improve lead targeting, increase sales efficiency, and better allocate their resources. The research offers a practical framework for integrating AI into the sales decision-making process and contributes to the growing exploration of machine learning in B2B environments.

Publication Details

Journal
RIT Scholar Works (Rochester Institute of Technology)
Published
2025-05-01
Primary Topic
Customer churn and segmentation
Type
article
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article

Sales Opportunities Lead Qualification in B2B Market

RIT Scholar Works (Rochester Institute of Technology)
Customer churn and segmentation
article

Sales Opportunities Lead Qualification in B2B Market

article en

Abstract

This thesis addresses the challenge of inefficient lead qualification in the business-to-business (B2B) market by applying machine learning techniques to predict the likelihood of winning a sales opportunity. Using a real-world dataset of over 78,000 records and 17 variables, the study aims to improve how sales teams identify and prioritize high-conversion leads. A thorough data preparation process was conducted, including handling of missing values, outlier detection, and under-sampling to resolve class imbalance between won and lost opportunities. After thorough data cleaning, preprocessing, and under-sampling to address class imbalance, five machine learning models were developed: Logistic Regression, Random Forest, Neural Network, Linear SVM, and XGBoost Tree. Each model was evaluated using metrics such as accuracy, precision, recall, F1-score, and AUC. Among them, XGBoost outperformed all others, achieving an accuracy of 95.57%, precision of 98.3%, recall of 95.9%, and an AUC score of 0.993, indicating its strong ability to differentiate between won and lost opportunities. Feature importance analysis using the F-score method revealed that Sales Velocity, Qualification Board Score, and Opportunity Size were among the top predictors of opportunity success. Statistical tests including Chi-square, Mann-Whitney U, and Kruskal-Wallis supported these findings by highlighting significant relationships between key variables and opportunity status. This study demonstrates that machine learning can enhance B2B lead qualification by providing data-driven insights into what drives successful outcomes. By moving beyond manual scoring and intuition, organizations can improve lead targeting, increase sales efficiency, and better allocate their resources. The research offers a practical framework for integrating AI into the sales decision-making process and contributes to the growing exploration of machine learning in B2B environments.

RIT Scholar Works (Rochester Institute of Technology)
Openalex Percentile: Top 39%
Customer churn and segmentation
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