TT – Activity Scoring

With OpenCRM, you have the ability to add a score automatically to Activities, aggregating up to your Leads, Companies, or Contacts. This means the system can automatically add value to your hottest Leads or most important clients, helping you keep on top of your contact management and sales pipeline.

Add these values to your weekly or daily sales reports. Or maybe even your sales team’s dashboards? But no matter how you decide to present the data, having the ability to score your Activities means that you have the power to quantify these interactions as part of your sales process.

You may choose to score your Activities based on the quality of the conversation or the time spent, it’s entirely up to you. Score your Activities based what works for your business and your processes. The scores can be manually filled in by your team or set automatically by system defaults or your own workflow.

For example, you might set up some workflow to add a score based on the Activity Category or a custom field that allows your team to rate the conversation. A “good” conversation might warrant a rating of 2, but a “great” one could go as high as 5!

But the important thing is that you can set up your Activity Scoring to fit your business and sales process. You can find out more about setting up and using this feature in our FAQ: click here.

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Video Transcript:

Hello, and welcome to another Tuesday Tip video.

In today’s video i’m going to show you how you can use activity scoring.

This feature enables you to set an automated score against any lead, company or contact record when the relevant criteria are met.

In this example i want to add a score to a lead record, if they are a director of a company based in Newcastle.

Our marketing people have identified this group to be the ideal audience for an email campaign.

In addition, I want to increase that score each time I have a meeting with them, as it makes that lead all the more valuable to me.

To set this up I’m going to enable a couple of settings.

I’ve enabled the ability to score activities and I’ve also enabled the calculation of activities on lead records.

One further setting I’ve enabled is to turn on the aggregate activity score field on the lead module.

Next, my workflow: When the following conditions are met – the city equals Newcastle and the job title equals director – then I want the system to automatically create a new activity, linked to that lead, allocating a score of 15.

The last settings to review are on the activity score pick list field in activities.

I have set this up to allocate a score of 5 every time I have a meeting.

Now that’s all set up, we can see it in action.

I’ve added a new lead who meets the required criteria and when I save, if you look at the score field you can see that has set this to 15.

If I now add a meeting to that lead, you can see that has updated the score once again.

And there you have it – a simple way to automate some scoring against your activities, leads, companies and contacts.

Thanks for watching.