Enhancement for CRM scoring functionality
P
Petr Sobíšek
I'd like to request an enhancement for CRM scoring functionality on company records. Currently, only one overall score can be assigned to a company, and it is not possible to distinguish what specific actions or criteria contributed to the score. There should be a really different marketing/sales communication for example when Company engages in campaign than when Company has poor results in Snapshot report. For our sales team to be effective, it would be extremely helpful to:
- Display a breakdown that clearly shows which criteria (e.g., campaign engagement, Snapshot Report rating, email opens, etc.) awarded points to a specific company.
- Optionally, support multiple score fields (such as separate "Fit Score" and "Engagement Score")—so each dimension can be tracked and filtered independently.
With either solution, our sales team can better prioritize outreach and tailor sales messaging based on what matters most for each company. Thank you for considering this improvement!
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