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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)

Use Case Examples

Score Leads

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

Account Quality

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

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

Score RFPs

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

Score Cases

Score Cases
  • Case Duration
  • Service Level Compliance
  • Customer Satisfaction
  • Customer Tier
  • Case is Escalated

Score Partners

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

Score Campaign Requests/Events

Score Campaigns and Events
  • Do we have enough time
  • Have we done it before
  • ROI on prior attempts
  • Cost per lead
  • Partner Alignment

Score Campaign Results

Campaign Score
  • Engagement score
  • Click through rate
  • Open rates
  • Cost per lead
  • ROI

Score Student Candidates

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

Identify At-Risk Students

At-Risk Student Score
  • 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.