WeightedScoring™
WeightedScoring™ is a managed package for Salesforce that gives organizations the ability to create a weighted score or balanced scorecard for most standard and custom object records. Available on the Salesforce AppExchange.
Features of Weighted Scoring™
- Score or grade Leads, Cases, Contacts, Opportunities and other standard and custom object records.
- Scores can be based on populated data (data completeness), missing data, matched data, blank data.
- Add multiple scoring components to a record if needed (based on record type or other need).
- Background job calculates and stores weighted scores for reporting purposes.
- View on Lightning community pages
- Lightning ready.
- Pricing: $699/organization/year (unlimited users in the same org)
Use Case Examples
The examples below are just that - EXAMPLES! You can configure your own metrics, colors, icons, and weightings.
Score Leads
- Good email populated
- Industry
- Website populated
- Days since last contact
- Degree of Interest
- Pardot Score
- Einstein Lead Score
Account Quality
- Are key fields populated
- Do we have address
- Do we have other Contact information
- Is the website populated
- Do we know what technologies are used
Score Opportunities
- Einstein Opportunity Score
- Next Action Date
- Stale Opportunity
- Competition
- # of Times Extended
- How Long in Pipeline
- How Long in Stage
Score RFPs
- Calculate "go/no-go" decisions
- Adequate time to respond
- Strategic advantages
- What is known or not known
Score Cases
- Case Duration
- Service Level Compliance
- Customer Satisfaction
- Customer Tier
- Case is Escalated
Score Partners
- Partner Tiers
- # of referrals
- Markets Covered
- Populated key values
- # of projects completed
- $ spend
Score Campaign Requests/Events
- Do we have enough time
- Have we done it before
- ROI on prior attempts
- Cost per lead
- Partner Alignment
Score Campaign Results
- Engagement score
- Click through rate
- Open rates
- Cost per lead
- ROI
Score Student Candidates
- Program of interest
- Location
- GPA
- Test Scores (SAT/ACT/GRE, etc)
- Special Interests
- Financing needed
Identify At-Risk Students
- Stuent Status
- Financial deliquencies
- GPA
- Core Grades
- Attendance
- Days since last advising session
Score Alumni Engagement
- Validated email
- Industry
- Employer known
- Donor/Sponsorships
- Potential jobs partner
- Interaction rate
Score Volunteer Engagement
- # of times volunteered
- # of hours donated
- # of skills
- Last 12-month donations
- Year-to-Date donations
- # of referrals
Tier Donors
- Giving Tier
- # of gifts
- Days since the last gift
- Lifetime giving
- Largest Gift
Anticipate Customer Satisfaction
- Projected Closed Date
- Days since last contact
- Any open tickets
- Budget Status
- At risk status
- Customer satisfaction survey
System Requirements
- You must have an active Salesforce® account of Professional, Enterprise, Unlimited, Platform, or Developer edition.
- Salesforce® Essentials Edition is NOT supported.
Frequently Asked Questions
Solution
- Have one of your Salesforce system administrators log into the Salesforce AppExchange.
- Click on your picture (avatar) at the top right of the AppExchange screen once logged in and select the "My Installs & Subscriptions" item.
- From the list of installed applications, find WeightedScoring or another app that you are looking for a receipt for.
- Click the down arrow and select "Manage Subscription" by your selected application.
Scroll down to the Payment History and select the invoice you are after.
One of the requirements to have WeightedScoring render your Scored Component is that each field on the Scored Component must be added to the page layout. You can add in a grouped section (collapsed) towards the bottom of the page if desired.
Paid subscribers receive the following without charge upon request: (i) installation of WeightedScoring™ in a single org, (ii) configuration by MSS of one Scored Component with up to 5 scored fields (client must create fields or they must already exist; client can also create an unlimited number of additional scored components on its own), and (iii) general support through our FAQs or via our support form. The subscriber must grant login access for MSS for MSS to perform any of the above. Live support and support when grant of login access isn't provided is available on a paid basis.