Pinnacle AI CRM is thrilled to unveil its latest feature: Contact Engagement Scoring. This innovative tool assigns a numerical value to each contact, reflecting their active and effective interactions with the platform.

Feature Highlights

• Easy Profile Management: Users can effortlessly edit the name and description of their score profiles, ensuring clarity and relevance.

• Rule Customization: Tailor the scoring system to your needs. Add new rules or modify existing ones to measure each contact's interactions. For instance, if a contact replies to an email or schedules an appointment, these rules help quantify such engagements.

• Point Allocation: Assign specific points to each rule. Decide whether to add or subtract points based on the nature of the interaction.

• Draft & Publish: Score profiles remain in draft mode by default. Once finalized and published, the scores reflect across all contacts.

• Enhanced Conversations Module:

  • Visible Scores: In the conversations module, each contact's score is prominently displayed, allowing users to quickly gauge engagement levels.

  • Sorting Capability: Sort contacts based on their scores, highlighting high-priority contacts and identifying those needing more engagement.

  

  • Advanced Filtering: Filter contacts based on specific score ranges, facilitating segmentation and targeted interactions.

  

Thought-Provoking Questions and Insights

• The Power of Scoring: How can a systematic engagement scoring system transform the way businesses prioritize and interact with contacts?

• Customization & Flexibility: With the ability to customize rules and allocate points, how does this feature empower businesses to tailor their engagement metrics?

• Strategic Conversations: Given the visible scores in the conversations module, how can businesses strategize their communications to focus on high-potential contacts?

Harness the power of Contact Engagement Scoring with Pinnacle AI CRM and optimize your interactions for maximum impact!