Latest Updates To Pinnacle Ai CRM

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New Feature: Contact Engagement Score

December 13, 20231 min read

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.

What is 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 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.

Contact Engagement Score

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

Contact Engagement Score

  1. 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.

Contact Engagement Score

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

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

Contact Engagement Score

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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Pinnacle Ai

Pinnacle AI, founded by Charles Higgins, specializes in customer relationship management (CRM) solutions. It aims to provide intuitive and powerful CRM software for businesses of all sizes, focusing on simplification and efficiency. Leveraging AI and machine learning, Pinnacle AI's platform offers automation, data analytics, and customer insights to enhance business-customer relationships. The company's core values include honesty, integrity, teamwork, and personal growth, fostering a culture of collaboration and ethical practices. Pinnacle AI stands out for its user-friendly approach and commitment to innovation in the CRM sector.

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