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Appirio Scoring Engine for Salesforce

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© 2017 Appirio, Inc. cloud@appirio.com 888.680.7227 www.appirio.com APPIRIO SCORING ENGINE FOR SALESFORCE Enhance your Salesforce organization with dynamic, automated, easy-to-configure scoring capabilities. With leads, velocity (how fast deals are moving through the process) is crucial. Timely interaction with a lead significantly improves chances of conversion. In fact, one Harvard Business School study found that when companies contacted a lead within an hour, they were 7 times more likely to win the deal. But the problem for many companies is that they find it difficult to distinguish good leads from bad leads in Salesforce. Sales teams end up getting inundated with undifferentiated leads, resulting in many missed opportunities. Enter the Appirio Scoring Engine, a native Salesforce package that helps you automatically measure the level of engagement of not only leads, but any Salesforce object. Organizations can score the value of Accounts, Contacts, and Opportunities, and users can configure assets to score anything to fit their sales, marketing, or operations strategy needs — solving for B2B and B2B2C. Appirio Scoring Engine Features • A rule-based engine that can be configured by a marketing or sales team member. No Salesforce Admin or Developer required! • Scores can have multiple dimensions. They can be calculated at an object level, including sub scores for product lines, demographic, opportunity/account attributes and engagement/behavioral splits. • The ability to track any activity or engagement, including email opens and clicks from Marketing Cloud, mobile/app engagement from Mobile Push and Mobile Connect, form submissions, and any Sales or Service Cloud interactions or activities. • Create break points and logic to take cumulative scores to identify higher value accounts/targets and advance buyers in a journey. • Scores can automatically trigger assignments, so the right sales or service representative is engaged at the right time. Things That Set Us Apart 1. We Work Differently: A Culture of Free-Thinking Consultants Our free-thinking consultants — many of whom are practitioners themselves — challenge conventional thinking to lead your organization in the creation of next-generation Worker and Customer Experiences. 2. Actionable Strategy Our strategic guidance focuses on the investments in people, process, and technology to spark change and deliver results in days and weeks, not months and years. 3. The Appirio Cloud Enablement Suite We deliver every project using the Appirio Cloud Enablement Suite — a one-of-a-kind suite of applications, pre-built solution accelerators, and access to a one million-member crowdsourcing community. 4. Cloud Management We provide ongoing advice, enhancements, support, and administration of your cloud solutions, allowing you to focus on transforming your business. 5. We Practice What We Preach We run our own global business 100% on cloud-based technology. 5

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