Preview feature
This feature is currently in preview and not yet accessible to all Tackle customers. For more information, contact [email protected].
Use Tackle’s marketplace scoring within Salesforce — evaluating your Salesforce pipeline by each account’s likelihood to buy in the cloud. You can also automatically score new accounts that enter your pipeline, and set up custom criteria to only auto-score the most relevant leads.
Once your accounts are scored, you can run Salesforce reports for more in-depth insights on your Opportunities and identify which accounts score highly in each marketplace.
Important
You must have the Tackle for Salesforce integration installed and configured for scoring to use the features described in this article.
To score accounts, your Salesforce user user must have the Tackle - All users permissions set. If you prefer to customize your user permissions, make sure to include Tackle.FullAccess.Prospect for each user who needs to score accounts.
Score accounts in Salesforce
Sign in to Salesforce and navigate to the opportunity you want to score.
In the Tackle card on your Salesforce Opportunity page, click the Prospect tab.
Click Score account.
Tackle will now evaluate this account for its likelihood to convert in each cloud marketplace and assign a score for each of High, Medium, or Low. This process may take a few minutes to complete.
Once your account is scored, Tackle will always keep its score up-to-date as time passes and market conditions change. Tackle will also automatically sync any accounts you’ve scored in the Tackle platform into your Salesforce account. For more information, see our article About marketplace scoring.
Automatically score new accounts in your pipeline
As new leads enter your pipeline, Tackle can identify the most valuable accounts and automatically score them.
To enable auto-scoring, sign in to Tackle. In the left menu, click Account Settings, then select the Prospect tab. Here you’ll see a list of all auto-score cohorts that have been created in your Tackle account, including one pre-built by Tackle. Use the slider at the bottom of each card to enable or disable auto-scoring for that cohort.
If you’d rather create your own auto-score cohort based on criteria you choose, follow these steps:
Click Create Cohort to open the cohort builder.
Name your cohort and add a brief description to help you keep track of the type of accounts included.
In the Filters section, choose the criteria you want to use to identify which accounts to auto-score.
Sales stage: Select any number of sales stage(s) in your Salesforce account.
Opportunity type: Select any number of Opportunity type(s) in your Salesforce account.
Total contract value: Choose Greater than or Less than, then enter a dollar amount.
Target close date: Choose Before or After and enter a date, or choose Within and enter a number of days.
Include closed opportunities: Use this slider to include Opportunities marked Closed in your Salesforce account. By default, this option is disabled.
In the Estimated opportunities matching this criteria section, you’ll get a preview of how many accounts in your Salesforce pipeline we expect to auto-score, based on your current filters. Your Tackle subscription may be limited by how many accounts you can score, and may not be able to score all the accounts in your cohort.
When you’re finished, click Save.
Once you’ve saved and enabled a new auto-score cohort, Tackle will get to work scoring all the accounts in your Salesforce pipeline that match the filters you chose. Additionally, every new account that enters your Salesforce pipeline going forward will also be scored if it meets those criteria.
To delete an auto-score cohort in your Tackle account, return to Account Settings > Prospect and click on that cohort, then click Delete.