17 Dec 2024
2 min read
Relationship Score in SMART Sales: A Step Towards Effective Client and Partner Engagement
The dynamics of the modern business environment require organizations to be flexible, adaptive, and data-driven in their interactions with clients and partners. Every communication matters and can impact the “score” of your relationships with clients.
How can you prepare your team and provide them with the tools to maintain and assess the level of communication with clients? It’s simple – by recording the history of interactions in the CRM system and establishing a strong foundation for analytical insights.
The SMART Sales solution, built on Microsoft Power Platform technologies, allows you to calculate scoring for contacts based on completed activities specific to each client. The capabilities of Relationship Score provide automated calculations, minimizing the influence of human factor.
The benefits of the new feature in SMART Sales include:
- Enhanced accuracy and speed of data-driven decision-making.
- Forecasting client behavior and mitigating risks.
- Increased opportunities for personalization and improved effectiveness of marketing campaigns.
- Reduced influence of human factor and subjective assessments.
The Relationship Score in SMART Sales will enable you to receive scores reflecting the effectiveness of interactions with clients and partners. Through system settings, you assign a “weight” to each action and activity, allocating points to each type of activity over a specified period, which is recorded in the system.
By using points assigned to activities that clients engage with, you can automatically calculate an overall communication score for each client. This approach enables you to monitor metrics and quickly respond to any changes, anomalies, or “spikes” based on concrete data instead of relying on gut feelings. The Relationship Score will help you identify which clients and partners you’re engaging with effectively and highlight those who may need a reminder of your presence.
How much does it cost to connect and use SMART Sales?
The monthly fee for one user of the system is $10. Power Apps per User or Power Apps per App licenses are also required for operation. We also recommend using Microsoft (Office 365) for communications in Teams, integration with the Exchange Online email service, and storage of documents and files in SharePoint Online.
We are committed to making each update of the SMART CRM platform solution more convenient, functional, and user-friendly. Stay tuned for updates on the SMART CRM platform on our blog pages or on Facebook.
Do you want to understand if SMART CRM is suitable for your tasks?
Contact us: sales@smart-it.com
