Customer Engagement Metrics

Discussion created by 807673794004d7cc46e6fe53d5beb6b5176e1cd9 on Sep 11, 2015
Latest reply on Oct 14, 2015 by 807673794004d7cc46e6fe53d5beb6b5176e1cd9

As a follow up to the discussion at yesterday's meeting around creating Account scoring models, here's our Sales Operations Director's guide to creating Customer Engagement Metrics: Creating a Customer Engagement Metric - DIY Guide | Jose Aleman | LinkedIn Hopefully this will give you a few ideas as you determine what you want to include in your Account/Customer metrics and that the data doesn't have to live in SFDC alone. Please reach out to Jose if you have questions, he's more than willing to share his knowledge and learnings.