Deal Scoring: Difference between revisions

From Activepedia
Jump to navigation Jump to search
(SEO-optimized content from ActiveCampaign documentation)
 
(SEO-optimized content from ActiveCampaign documentation)
 
(One intermediate revision by one other user not shown)
Line 1: Line 1:
```mediawiki
```
'''Navigation:''' [[Main_Page]] > [[Deals]] > Deal Scoring
'''Navigation:''' [[Main_Page]] > [[Sales]] > Deal Scoring


= Deal Scoring in ActiveCampaign =
== How Long Does Deal Scoring Take? ==


== Introduction ==
Deal scoring is an essential feature of ActiveCampaign that helps sales teams evaluate the potential value of deals based on various metrics. Understanding how long it takes for deal scores to be calculated, applied, and updated is vital for optimizing sales strategies and ensuring timely follow-ups.


'''Deal scoring''' is a powerful feature in ActiveCampaign that helps your sales team evaluate and prioritize the quality of deals in your pipeline. By assigning a numerical value to each deal, sales professionals can easily identify which deals are worth pursuing based on their score. This means that the higher the score, the better the deal is considered to be. Understanding deal scores can lead to more effective sales strategies, helping to maximize conversions and the overall efficiency of your sales process.
=== Introduction ===
'''Deal Scoring''' allows businesses to prioritize their sales efforts by assigning scores to deals based on specific criteria. The calculation of these scores plays a crucial role in lead management and sales strategies. It matters because timely insights from deal scoring can influence decision-making, help sales professionals focus on higher-value opportunities, and streamline the sales process.


In this article, we'll provide an in-depth look at deal scoring, how to set it up, best practices for implementation, and common use cases that demonstrate its effectiveness in enhancing sales efforts.
=== How to Access Deal Scoring ===
To utilize the deal scoring feature in ActiveCampaign, you must have a qualifying subscription, including the Plus, Professional, or Enterprise plans. Once your plan is set up, you can navigate to the '''Deals''' section and locate the '''Deal Scoring''' feature to configure it according to your business needs.


== How to Access This Feature ==
=== Step-by-Step Instructions ===
1. **Set Up Deal Scoring**: Initially, when you configure your deal scores, it can take up to several hours for ActiveCampaign to calculate these scores based on the defined criteria. It's essential to be patient during this initial setup phase as the system requires time to assess all factors involved in the scoring process.


To access deal scoring in ActiveCampaign, navigate to the following:
2. **Periodic Updates**: After the initial scoring is completed, ActiveCampaign will run checks on your deals every 12 hours. This regular update ensures that deal scores are kept current based on any changes in the associated data or metrics, which are instrumental for maintaining accurate scoring.


1. Log in to your ActiveCampaign account.
=== Configuration Options and Settings ===
2. On the left navigation menu, click on '''Contacts''', then select '''Scoring'''.  
When setting up '''Deal Scoring''', consider the following configuration options:
3. Here, you will find options to manage your deal scores.
- **Deal Criteria**: Define which metrics or conditions will contribute to the deal score.
- **Update Intervals**: Understand that updates occur every 12 hours post-initial scoring. This will help you anticipate when new scores can be expected.
 
By configuring these options well, you can ensure that your scores reflect the most accurate and relevant data, enhancing your sales strategies.


== Step-by-Step Instructions ==
=== Best Practices and Tips ===
- Allow sufficient time for the initial scoring setup. Be prepared for it to take several hours.
- Regularly review your scoring criteria to ensure that they are aligned with your current sales strategy and objectives.
- Monitor updates and check deal scores periodically to stay informed on changes that may impact your sales outreach.


Follow these steps to create and manage deal scores effectively.
=== Common Use Cases with Examples ===
- A sales team could use deal scoring to prioritize follow-ups based on high-scoring deals, ensuring that efforts are directed toward the most promising leads.
- By analyzing the scores of previously won deals, the team can refine their scoring system to match characteristics that lead to successful outcomes.


=== Creating a Static Deal Score ===
=== Troubleshooting ===
If deal scores do not appear to update as expected, ensure that:
- Your scoring criteria are correctly set up.
- You allow enough time for the updates to reflect after the initial setup (up to several hours for the first calculation).
- Check your subscription status to ensure that the feature is enabled on your current plan.


1. From the left menu, click on '''Contacts''', then select '''Scoring'''.
=== FAQ ===
2. Click on the '''Add a Score''' button.
'''Q1: How long does it take for the initial deal score calculation?'''
3. Choose '''Deal Score''' from the options.
A1: It can take up to several hours for our system to calculate the score and apply it to your deals.
4. Click on '''Add New Rule''' to begin creating your scoring rule.
5. Use the '''segment builder''' to define the conditions that will award points. You can give your rule a title and description for clarity.
6. Once you have finished, click '''Active''' at the top right to enable the rule, and then hit '''Save'''.


=== Adding or Subtracting Points (Dynamic Scoring) ===
'''Q2: How often are deal scores updated after the initial setup?'''
A2: After the initial calculation, our system updates deal scores every 12 hours.


Dynamic scoring allows you to adjust deal scores based on repeated actions. To create this:
'''Q3: What plans include access to deal scoring?'''
A3: Deal scoring is available with the Plus, Professional, or Enterprise plans.


1. Access the '''Automations Overview''' page.
'''Q4: Can I change my scoring criteria after the initial setup?'''
2. Click on '''New Automation''', then choose '''Start from scratch''' and click '''Continue'''.
A4: Yes, you can modify your scoring criteria at any time to align with your sales strategy.
3. Select the trigger for your automation: '''Replies to an email trigger''' and click '''Continue'''.
4. Choose the option '''When a contact replies to a personal email'''.
5. Change the '''Runs''' setting to '''Multiple Times'''. This setting enables the automation to distribute points repeatedly.
6. Click '''Add Start'''.
7. In the next modal, click on '''CRM''', then select '''Adjust score'''.
8. Use the dropdown menus to select the score you want to adjust, and specify whether to add, reduce, or set a specific value to the deal score.
9. Enter the number of points to be adjusted and configure the '''Expires''' setting to determine when the points drop off the score.
10. Specify which deal will be affected and select a corresponding pipeline.
11. Save your settings by clicking '''Save'''.
12. Type a name for the automation, and remember to click '''Active''' to turn it on.


=== Creating Automations Based on Deal Scores ===
'''Q5: What should I do if my deal scores are not updating?'''
A5: Ensure your configuration is correctly set up and that you give the system sufficient time to run its updates.


You can set up automations triggered by specific deal scores:
'''Q6: Is there a way to monitor the effectiveness of my deal scoring?'''
A6: Yes, review the outcomes of deals and modify the scoring criteria based on prior successful deals to improve your scoring accuracy.


1. Navigate to the '''Automations Overview''' page.
'''Q7: How does deal scoring integrate with other ActiveCampaign features?'''
2. Click on '''New Automation''' and choose '''Start from Scratch''' and then '''Continue'''.
A7: Deal scoring can work in conjunction with automation workflows and pipeline management to enhance sales outcomes.
3. Select the '''Score Changes''' trigger and hit '''Continue'''.
4. Use the dropdowns to select the score that will trigger the automation and choose whether it runs once or multiple times.
5. Click on '''Add start''' to finalize.


== Configuration Options and Settings ==
For more information on deal scoring, you can refer to the official documentation [here](https://help.activecampaign.com/hc/en-us/articles/225517527-Deal-Scoring).
 
- **Deal Score**: This is the main numerical value assigned to a deal based on rules you create.
- **Segment Builder**: A feature you use to establish rules for your deal scores based on specific deal conditions.
- **Static Scoring**: This applies points to a deal only once based on defined criteria.
- **Dynamic Scoring**: This allows points to be added/subtracted each time the specified rules are met within an automation.
- **Expires Setting**: This option defines the duration for which points will remain associated with a deal score.
 
== Best Practices and Tips ==
 
- Regularly review the scoring rules to ensure they align with your sales strategy and objectives.
- Use deal scoring to create a priority list for your sales team, focusing their efforts on high-value deals.
- Consider the overall automation strategy for dynamic scoring; combining triggers can help refine the scoring process.
- Ensure that all team members understand how scores are derived to enhance engagement with the scoring system.
- Test different rules and settings to identify the most effective scoring dynamics for your specific sales process.
 
== Common Use Cases ==
 
- **Profile Leads**: Set a starting score of 100 points for all new leads, deducting points if a lead stagnates beyond a certain period.
- **High-Value Leads**: Use combined scoring to assess leads based on their actions and engagement, such as responding to emails or completing forms.
- **Deal Prioritization**: Quickly filter and sort deals by their scores to visualize which opportunities need immediate attention based on their potential value.
 
== Troubleshooting ==
 
If you're experiencing issues with deal scores not updating or rules not applying as expected:
 
- Ensure that the rules are active and correctly configured with the desired conditions.
- Verify your automation settings, particularly that they are set to run multiple times for dynamic scoring.
- Check that your integrations, notably email accounts, are correctly connected to allow triggers based on lead actions.
- Review the expiration settings to confirm if they are affecting the displayed scores unexpectedly.
 
== Related Features ==
 
- [[Deals]]
- [[Automation]]
- [[CRM]]
 
== FAQ ==
 
=== What is a deal score? ===
A deal score is a numerical value assigned to your deals, helping to evaluate their quality. Higher scores indicate better deals.
 
=== How can I create a deal score in ActiveCampaign? ===
Deal scores can be created under the '''Scoring''' section in the '''Contacts''' menu by selecting '''Add a Score''' and choosing '''Deal Score'''.
 
=== What are static and dynamic scoring? ===
Static scoring applies points to a deal once based on defined rules, while dynamic scoring allows points to be adjusted multiple times based on repeat conditions.
 
=== Can I automate notifications when a deal reaches a specific score? ===
Yes, you can set up automations triggered by score changes to notify team members when a deal reaches a particular score.
 
=== Is there a limit to the number of deal scores I can create? ===
There is no limit to the number of deal scores you can create in your ActiveCampaign account.
 
=== How can deal scores help my sales team? ===
Deal scores provide valuable insights into which deals are worth pursuing, allowing your team to focus efforts on high-value opportunities.
 
=== What should I do if my deal scores are not updating? ===
Check the configurations for your scoring rules, ensure automations are set to run correctly, and verify the connections between your integrations.
```
```

Latest revision as of 14:22, 3 November 2025

``` Navigation: Main_Page > Sales > Deal Scoring

How Long Does Deal Scoring Take?[edit | edit source]

Deal scoring is an essential feature of ActiveCampaign that helps sales teams evaluate the potential value of deals based on various metrics. Understanding how long it takes for deal scores to be calculated, applied, and updated is vital for optimizing sales strategies and ensuring timely follow-ups.

Introduction[edit | edit source]

Deal Scoring allows businesses to prioritize their sales efforts by assigning scores to deals based on specific criteria. The calculation of these scores plays a crucial role in lead management and sales strategies. It matters because timely insights from deal scoring can influence decision-making, help sales professionals focus on higher-value opportunities, and streamline the sales process.

How to Access Deal Scoring[edit | edit source]

To utilize the deal scoring feature in ActiveCampaign, you must have a qualifying subscription, including the Plus, Professional, or Enterprise plans. Once your plan is set up, you can navigate to the Deals section and locate the Deal Scoring feature to configure it according to your business needs.

Step-by-Step Instructions[edit | edit source]

1. **Set Up Deal Scoring**: Initially, when you configure your deal scores, it can take up to several hours for ActiveCampaign to calculate these scores based on the defined criteria. It's essential to be patient during this initial setup phase as the system requires time to assess all factors involved in the scoring process.

2. **Periodic Updates**: After the initial scoring is completed, ActiveCampaign will run checks on your deals every 12 hours. This regular update ensures that deal scores are kept current based on any changes in the associated data or metrics, which are instrumental for maintaining accurate scoring.

Configuration Options and Settings[edit | edit source]

When setting up Deal Scoring, consider the following configuration options: - **Deal Criteria**: Define which metrics or conditions will contribute to the deal score. - **Update Intervals**: Understand that updates occur every 12 hours post-initial scoring. This will help you anticipate when new scores can be expected.

By configuring these options well, you can ensure that your scores reflect the most accurate and relevant data, enhancing your sales strategies.

Best Practices and Tips[edit | edit source]

- Allow sufficient time for the initial scoring setup. Be prepared for it to take several hours. - Regularly review your scoring criteria to ensure that they are aligned with your current sales strategy and objectives. - Monitor updates and check deal scores periodically to stay informed on changes that may impact your sales outreach.

Common Use Cases with Examples[edit | edit source]

- A sales team could use deal scoring to prioritize follow-ups based on high-scoring deals, ensuring that efforts are directed toward the most promising leads. - By analyzing the scores of previously won deals, the team can refine their scoring system to match characteristics that lead to successful outcomes.

Troubleshooting[edit | edit source]

If deal scores do not appear to update as expected, ensure that: - Your scoring criteria are correctly set up. - You allow enough time for the updates to reflect after the initial setup (up to several hours for the first calculation). - Check your subscription status to ensure that the feature is enabled on your current plan.

FAQ[edit | edit source]

Q1: How long does it take for the initial deal score calculation? A1: It can take up to several hours for our system to calculate the score and apply it to your deals.

Q2: How often are deal scores updated after the initial setup? A2: After the initial calculation, our system updates deal scores every 12 hours.

Q3: What plans include access to deal scoring? A3: Deal scoring is available with the Plus, Professional, or Enterprise plans.

Q4: Can I change my scoring criteria after the initial setup? A4: Yes, you can modify your scoring criteria at any time to align with your sales strategy.

Q5: What should I do if my deal scores are not updating? A5: Ensure your configuration is correctly set up and that you give the system sufficient time to run its updates.

Q6: Is there a way to monitor the effectiveness of my deal scoring? A6: Yes, review the outcomes of deals and modify the scoring criteria based on prior successful deals to improve your scoring accuracy.

Q7: How does deal scoring integrate with other ActiveCampaign features? A7: Deal scoring can work in conjunction with automation workflows and pipeline management to enhance sales outcomes.

For more information on deal scoring, you can refer to the official documentation [here](https://help.activecampaign.com/hc/en-us/articles/225517527-Deal-Scoring). ```

Retrieved from "https://activepedia.com/index.php?title=Deal_Scoring&oldid=662"