Latest Updates To Pinnacle Ai CRM

Contact Scoring V2

Contact Scoring V2

February 19, 20241 min read

Revolutionize your contact management strategy with our CRM's latest enhancement – Contact Engagement Scoring Phase 2. Now, effortlessly assign and analyze engagement scores, enabling you to prioritize follow-ups, streamline automations, and make data-driven decisions for more effective small business marketing.

Contact Scoring V2: Enables users to assign and track engagement scores for contacts based on their interactions, allowing for more targeted and automated follow-up actions.👇🏻

⭐️ Why does it matter to your business?

  • Informed Decision-Making: Quickly analyze contact engagement scores, identifying highly engaged leads for prioritized follow-ups and increased conversion chances.

  • Efficient Automation: Leverage engagement scores in automations and smart lists to streamline workflows, ensuring tailored responses to contacts based on their level of engagement.

  • Customizable Filters: Utilize the new "Contact Engagement Score" filter to segment contacts based on their engagement level, allowing for targeted communication and strategic marketing.

⭐️ How To Use Contact Scoring V2:

  1. Access the Conversation tab from the left navigation menu. Go to Conversations and select the contact. You can see the Contact Engagement Score in the right-hand panel. Click on add/subtract the score and click Save.

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  2. Access the Contact tab from the left navigation menu then go to the Smart list. Select the columns and check the box for Engagement Score and it will start showing on the page.

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  3. Select the required contact from Contacts > Smart lists.

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  4. You can also view the Contact engagement score in the contact details.

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Implementing Contact Engagement Scoring V2 enhances your CRM experience, providing actionable insights into contact engagement levels and streamlining your marketing efforts for optimal results.

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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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