Contact Engagement Score

Contact Engagement Score

Software Updates

December 19, 2023 ● 2 min read

Contact Engagement Score
Introducing a game-changing addition to our CRM—The Contact Engagement Score. This innovative metric empowers businesses to efficiently prioritize and personalize their interactions with leads and contacts, enhancing communication and engagement strategies for optimal results.
Contact Engagement Score: Our CRM introduces a Contact Engagement Score, a powerful metric that measures the level of interaction and responsiveness of your contacts or leads, enabling businesses to prioritize communication, lead nurturing, and sales prospecting effectively.👇🏻

⭐️ Why Does It Matter To Your Business?

  • Efficient Contact Prioritization: The Contact Engagement Score helps businesses identify and focus on contacts who are most actively engaged and responsive, streamlining communication efforts.

  • Customizable Scoring: Users can tailor score profiles to align with their unique business needs and objectives, allowing for personalized engagement strategies.

  • Fine-Tuned Rules: The system offers rule customization, enabling users to add or subtract points based on specific engagement criteria, ensuring accurate scoring.

⭐️ How to Use Contact Engagement Score:

  1. Navigate to your CRM and access “Manage Scoring”. Click “+Add New Rule”. By default, score profiles remain in draft status; publish them to apply scores to all contacts.

  2. Rule Customization: Edit and fine-tune scoring rules as needed.

  3. Utilize the Score Builder to create rules for adding or subtracting points based on specific criteria, such as engagement or behavior. Ensure changes to rules are saved in the score profile.

  4. Filtering in Conversations: Go back to the Conversation Tab from the Manage Scoring

  1. Filtering Options: Filter contacts based on score ranges, allowing segmentation and targeted communication.

The Contact Engagement Score is a game-changing feature that enhances contact prioritization, customization, and rule fine-tuning, ultimately optimizing your small business's communication and engagement strategies.

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