Deal Scoring

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How Long Does Deal Scoring Take?

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

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

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

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

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

- 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

- 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

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

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). ```