Enhance and grow your B2B relationship with Company scoring

SalesIQ 2.0 introduces yet another B2B relationship enhancement tool, the Company scoring. This feature allows you to score companies based on various rules and criteria. Once the company in your portal satisfies the rule, the specified score will be added to the company's score.

Crank up your B2B performance with no extra software or laborious analysis, all with an effortless scoring tool that resides within SalesIQ. It helps you take the first step of every B2B relationship, filtering down the desired companies to engage with. Then, you can use the data-rich Company module in SalesIQ to perform further analysis on the particular companies and strike your deals.

How can it help?

Company scoring is a simple yet powerful feature that paves the way to identify and approach companies with more chances of striking a deal. It is a straightforward method to sort down the companies without having to do any in-depth analysis.

How do I filter companies based on Company Score?

In the SalesIQ dashboard, navigate to People > Companies, click on the View option on the top right corner of the left-hand side menu.
Under the General section, click on the Company score option. Mention your desired parameters and hit enter.
Give your View a name and click Save.
Now on the top of the left-hand side menu, click the current view heading to reveal a dropdown. Scroll down to the bottom and select the created rule.
You have now created a new view with the desired Company score parameters.

You can use these filters to categorize your audience based on their scores. For example, if you run a manufacturing business you can categorize the prospective companies as Gold, Silver, and Platinum based on their number of employees, company rank, location etc. This would make it easy for your operators to identify and analyze the companies and engage with them.

Benefits:

Effortless identification of the right company for your business without any manual analysis.
Multiple rules to pin down the best companies to strike deals with.
Saves operators from hitting dead ends by engaging with all the companies that land on your website.

Quick tips:

Add multiple complex rules in a view to further filter down companies based on your requirements.

For more details, check out our help guide here .

Regards,

Naveen

Access your files securely from anywhere

Zoho Developer Community

New to Zoho LandingPage?

Access Zoho LandingPage

Zoho LandingPage Resources

New to Zoho Survey?

Access Zoho Survey

Latest Feature Updates

Explore our Pricing & Plans

Zoho Survey Resources

Android Mobile Surveys

Insurvey Blogs

Insight Blogs

Tips & Tricks

New to Zoho CRM Plus?

Deliver unforgettable customer experiences

ACCESS ZOHO CRM PLUS

New to Zoho CRM Plus?

Deliver unforgettable customer experiences

ACCESS ZOHO CRM PLUS

New to Zoho Marketing Plus?

Everything you need to run your marketing

ACCESS ZOHO MARKETING PLUS

New to Zoho Marketing Plus?

Everything you need to run your marketing

ACCESS ZOHO MARKETING PLUS

New to Bigin?

Signup Now

Access Bigin

Latest Feature Updates

Zoho Desk Resources

Desk Community Learning Series
Digest
Functions
Meetups
Kbase
Resources
Glossary
Desk Marketplace
MVP Corner
Word of the Day

Tout forum

France ZUGs

Zoho SalesIQ Resources

Topic Participants
Naveen Chandar

Sticky Posts
Qualify Potential Leads Automatically with SalesIQ Chatbots
Your website may have a lot of visitors every day, but are you struggling to identify your potential leads? You may not know who your ideal leads are just by looking at a website visitor, right? To qualify a lead, you need to know their needs, interests,
OpenAI Alert! Plug Sample #11 - Next-generation chatbots, Zobot + ChatGPT Assistant
Hi Everyone! We have great news for all AI enthusiasts and ChatGPT users! The much anticipated Zobot integration with ChatGPT Assistant is now available with Plugs. OpenAI has introduced 'ChatGPT Assistants' to customize GPT models as per your requirement.
Get live insights on business performance with the SalesIQ TV App - Now available for Apple and Android TVs!
Hello everyone! Let's start with a question - What do you think is the key to a thriving business? Yes, I hear you. It's all about the customers. Success in business often starts with understanding customer needs. But wouldn't you agree that achieving
Deprecation of Google Drive and Sheets connections in Scripts (Deluge)
Hello Everyone, We have an important update for those using the Script (Deluge) platform to build chatbots, widgets, and forms. Google has alerted us about sensitive scopes within the Google Drive and Google Sheets default connections in Deluge. As a
Plug Sample #10 - Simplify Ticket Management (Zoho Desk) with Chatbots
Hi everyone! We're here with another simple yet effective plug for your chatbot to integrate with Zoho Desk. When a customer reports an issue/request during chat, it's logged as a ticket on Desk. When they return for updates, you end up searching through