Is there anyway to sort accounts by score? | Community
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Steph_Anderson
Level 4
July 18, 2018
Question

Is there anyway to sort accounts by score?

  • July 18, 2018
  • 1 reply
  • 1070 views

I know scores are held at the individual record level. Is there any way "bubble up" the scores of contacts within an account so that we can prioritize accounts against each other?

Our SVP of sales wants us to help prioritize accounts for our sales team.

Thanks in advance? 

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1 reply

Grégoire_Miche2
Grégoire_Miche2
Level 10
July 18, 2018

Hi Steph,

2 possibilities:

  • Do it in your CRM. Create an account score and some coding (APEX triggers in SFDC, since you cannot create rollup summary fields on contacts) to compute it.
  • Buy and use Marketo ABM option.

Pay attention to the bias: an account with 1 lead and a score of 100 might be a higher priority than an account with 12 contacts, each of them a score of 10.

-Greg

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