Leverage Your Existing Data to Identify the Best New People and Companies to Prospect and/or Tasks to Prioritize
Before diving into creating a scoring model, make sure you've read through our overview on how the Scoring Engine works!
To create a new scoring model, head to Settings > Scoring Engine in the left main menu. From there, click on the +New Scoring Model button in the top right:
This will bring you to the page to create your new Scoring Model. There is a lot to this page, but you'll want to start by giving the model a name, up in the top left. From there, you can:
- Move between Company and People filters
- Choose the specific Demographic or Behavioral Score Rule you want to use from the filters
- Click the +Add New Score Rule button
This will add a Rule, and you choose the values and score you want for it (note you can also use negative values, which are at the bottom of the picklist):
You can continue adding new Rules across multiple filters to your Model until you've built it out to your liking. Don't forget to save your model, up in the top right, when you're done!
There are also several other helpful features on the page:
- Sort your rules by ascending or descending positive score
- Some rules will have some historical data to help you form a decision on how you might want to score by that filter. In this example we're showing the data about your success based on company size.
- This shows you, based on the scores you have set, what some of the accounts you have in your app would be scored at. Hit the refresh button when you want up to date data here!
Note: The blue numbers next to the filters indicate the number of active rules you have for that filter.
Task Scoring Model
You can also create scoring models for tasks, so you can prioritize certain tasks over others based on criteria you set. You create the model in the same way as you do other models, but the filters are task specific and the models you create here only apply to task views.
Here's how tasks look when you set a task scoring model live: