In calculating the CRM Score, Clari analyzes many factors about a deal and compares it to historical patterns in your data. Clari uses machine learning to determine specific factors that influence a deal’s likelihood of closing.You can also make changes and customize these factors with these steps:
- Review this article to ensure you have an understanding of the impacts of changing CRM score
- Note that if you'd like to add factors. Please make sure that they are history tracked in your SFDC
- This article talks about how the fields need to be history tracked
- Work with your CSM in obtaining the list of fields that are currently being used in your CRM score
- Once you have identified the fields you'd like to remove or add, create a ticket via support portal of your specific request
To learn more about how the CRM score works, read this helpful article
