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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)

Use Case Examples

The examples below are just that - EXAMPLES!  You can configure your own metrics, colors, icons, and weightings.

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.

Frequently Asked Questions

How do I get a receipt from my purchase WeightedScoring from the AppExchange™?

Solution

  1. Have one of your Salesforce system administrators log into the Salesforce AppExchange.
  2. Click on your picture (avatar) at the top right of the AppExchange screen once logged in and select the "My Installs & Subscriptions" item.
  3. From the list of installed applications, find WeightedScoring or another app that you are looking for a receipt for.
  4. Click the down arrow and select "Manage Subscription" by your selected application.

Scroll down to the Payment History and select the invoice you are after.

Scored Component Showing Only Grey Circles with a Line

One of the requirements to have WeightedScoring render your Scored Component is that each field on the Scored Component must be added to the page layout. You can add in a grouped section (collapsed) towards the bottom of the page if desired.