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Products and Services

Auto Scoring

Auto Scoring

Automatic scoring of contacts and companies based on a range of different criteria.  The process enables CRM teams to automatically rank companies and contacts based on their importance to the firm and develop data management strategies around those rankings.  There is also significant business development benefit as it enables Business Development teams to identify where contacts are engaged and more importantly potentially where they are not.

Key Elements

  • A process to automatically segment contacts and companies.
  • Typically driven by client status, activities, relationships and opportunities.
  • Companies and contacts are scored independently and results written automatically to InterAction.

Benefits

  • Continual analysis of data in CRM to tier the records into meaningful categories.
  • Ability to identify gaps in data quality management practices by users.

Outputs

  • Overview report.
  • Drill down reports.
  • Data quality improvement.

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