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
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.