Through the Tackle-Salesforce integration, you can score your pipeline directly in Salesforce to surface prospect scores for your sales team.
Before you begin
To score accounts, you must first:
Configure the Tackle - Salesforce integration for scoring before you use it.
Have the tackle.Tackle Pipeline Scoring in the Tackle Package Integration Manager permissions enabled to score companies in your pipeline on their likelihood to purchase software on the cloud marketplace. If you want to limit users in the permission set, you can create your own permissions and include tackle.Tackle Pipeline Scoring.
Score accounts in Salesforce
In Salesforce, select the Accounts tab to view a list of your pipeline accounts. You can use filters or lists to pull up the accounts you want to view.
Select the check box next to the accounts you want to score, or select the box at the top of the list to select all accounts.
Click Get Tackle Scores.
In the pop-up that opens, click Get Scores.
It may take a few minutes to complete this process. You will receive a confirmation message when it is complete. Click Done to return to the list of scores.
The selected accounts will now show corresponding scores for each marketplace that show the likelihood (High, Medium or Low) for that company to transact in the marketplace. These can be set up to be visible both in the account list view, and in the individual account details.
Once your accounts are scored, scores are always up to date. You will not need to rescore the same accounts later, and some accounts can change scores depending on new information and marketplace conditions.
View reports
The Tackle - Salesforce integration comes with several packaged Salesforce reports:
Tackle Scores for Accounts with Opps: View accounts scored by Tackle based on their probability to buy through cloud marketplaces (AWS, Microsoft, and Google Cloud). You can also see Opportunities, Opportunity Stages, Amounts and Created Dates for each account.
Opps with High Tackle Scores and Offers: View opportunities that have a high probability to buy through cloud marketplaces with private offer records. You can also see co-sell records for reference.
Opps with High Tackle Scores and Co-Sell: View opportunities with a high probability to buy through cloud marketplaces that have been sent to cloud providers for co-sell. It also indicates if private offer records have been created for those opportunities.
After you score your accounts in Salesforce, to view reports of those scores:
Go to the Reports tab, and open the Tackle Reports folder.
Click the report name to open and view the report.
