WeightedScoring™

WeightedScoring™ is a managed package for Salesforce that gives organizations the ability to create a weighted score or balanced scorecard for most standard and custom object records. Available on the Salesforce AppExchange.

Features of Weighted Scoring™

Score or grade Leads, Cases, Contacts, Opportunities and other standard and custom object records.
Scores can be based on populated data (data completeness), missing data, matched data, blank data.
Add multiple scoring components to a record if needed (based on record type or other need).
Background job calculates and stores weighted scores for reporting purposes.
View on Lightning community pages
Lightning ready.
Pricing: $699/organization/year (unlimited users in the same org)

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Frequently Asked Questions

What items are sync'd between Harvest and Salesforce?

The HarvestSync application syncs the following information:

Time Entries are synced one-way from Harvest to Salesforce
The Toggle Project button in Salesforce will archive or unarchive a project in Harvest

The Account and Project objects are not synced with Harvest and must be created manually. Additionally, task types, invoices and expenses in Harvest are not synced to Salesforce. For most clients, you don't create that many projects in a given week or month. It is the time entries that are critical. The fields for budget, etc on the Project object in Salesforce are informational and can be modified or removed, but do not sync with the Project record in Harvest.

How do I install and configure HarvestSync™?

To install and configure the HarvestSync™ application, see our installation instructions.

We already have a "Project" custom object in Salesforce. Can we use this one instead?

We already use a custom object called 'Projects'. When installing the Harvest connector it appears as if we have to use the Project object which was installed with the connector, also called Projects. Is there a way to add the relevant fields, etc. to our already customized Projects object?

Answer

When you install the HarvestSync (automated sync) or Harvest2Salesforce (manual sync) application, it will create a new custom object called Project. The code in our application that syncs time entries from Harvest to salesforce is specifically designed to sync these records to the Project object included in our package. There is no configuration or option to allow you to sync time cards to other objects including a Project object you may have already set up.

Recommendation:

Make the new Project object your primary project and update your reports and custom fields onto this object.

Can we try HarvestSync before we purchase it?

Yes! When you click the "Get it now" link and install, you will have a fully functioning 30-day trial. The trial may be installed in your production or any number of sandboxes.

After you have purchased your license, we will convert your trial to an active license. The license includes UNLIMITED users for one production Salesforce instance as well as unlimited sandboxes. You may cancel your subscription at any time; however, amounts already paid are non-refundable.

How much does HarvestSync™ cost?

HarvestSync™ is $750/company per year (unlimited users).

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Use Case Examples

Score Leads

Good email populated
Industry
Website populated
Days since last contact
Degree of Interest
Pardot Score
Einstein Lead Score

Account Quality

Are key fields populated
Do we have address
Do we have other Contact information
Is the website populated
Do we know what technologies are used

Score Opportunities

Einstein Opportunity Score
Next Action Date
Stale Opportunity
Competition
# of Times Extended
How Long in Pipeline
How Long in Stage

Score RFPs

Calculate "go/no-go" decisions
Adequate time to respond
Strategic advantages
What is known or not known

Score Cases

Case Duration
Service Level Compliance
Customer Satisfaction
Customer Tier
Case is Escalated

Score Partners

Partner Tiers
# of referrals
Markets Covered
Populated key values
# of projects completed
$ spend

Score Campaign Requests/Events

Do we have enough time
Have we done it before
ROI on prior attempts
Cost per lead
Partner Alignment

Score Campaign Results

Engagement score
Click through rate
Open rates
Cost per lead
ROI

Score Student Candidates

Program of interest
Location
GPA
Test Scores (SAT/ACT/GRE, etc)
Special Interests
Financing needed

Identify At-Risk Students

Stuent Status
Financial deliquencies
GPA
Core Grades
Attendance
Days since last advising session

Score Alumni Engagement

Validated email
Industry
Employer known
Donor/Sponsorships
Potential jobs partner
Interaction rate

Score Volunteer Engagement

# of times volunteered
# of hours donated
# of skills
Last 12-month donations
Year-to-Date donations
# of referrals

Tier Donors

Giving Tier
# of gifts
Days since the last gift
Lifetime giving
Largest Gift

Anticipate Customer Satisfaction

Projected Closed Date
Days since last contact
Any open tickets
Budget Status
At risk status
Customer satisfaction survey

System Requirements

You must have an active Salesforce^® account of Professional, Enterprise, Unlimited, Platform, or Developer edition.
Salesforce^® Essentials Edition is NOT supported.

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