Skip to main content

How the CRM Score Works / Configuring the CRM Score

  • November 30, 2022
  • 1 reply
  • 180 views

Parin Lad
Clari
Forum|alt.badge.img+6

CRM Score...it’s a key part of Clari insight and helps give an extra lens to your decision making but making sense of it, understanding how it’s calculated and how it can be configured is always a hot topic!

Two articles that I always go to are these:

@Stephanie Scattolini - I know it can came up a lot in the call yesterday, so posting here for your (and the Community’s) reference! Let us know in the thread here if you have any questions. 

1 reply

Eric Chappell
Engaged Member
  • Engaged Member
  • November 30, 2022

Great insight to share, and agreed!  When leveraged at its fullest, the CRM score is another useful data point to help drive quality deal inspection during 1:1’s!