3 Replies Latest reply on Oct 14, 2015 7:11 AM by Emily Dick

    Customer Engagement Metrics

    Emily Dick

      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.