Latest Updates To Pinnacle Ai CRM

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Introducing Contact Engagement Scoring in Pinnacle AI CRM

October 23, 20231 min read

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.

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

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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!

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Charles Higgins

He is the father of two handsome boys, one beautiful girl, and an automotive enthusiast. He has worked in the automotive industry for over 20 years, with experience spanning everything from sales and service to financing and management. Charles' goal is to share his knowledge and experience with other sales professionals from various industries and businesses. He believes that brand building and social media marketing while utilizing the latest technology gave him the upper edge in his field. Charles wants to share these skills that he has honed over the years so that others can benefit from his expertise.

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