Intent Scoring in Close for EdTech

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Integrating Summit's intent scoring app with Close transforms how businesses assess and respond to a prospect's engagement and intent to purchase or take action. This integration brings together Summit's advanced intent scoring mechanisms with Close's robust CRM and customer interaction capabilities. Here’s an overview of how Summit’s intent scoring process is enriched through integration with Close:

Key Components of the Intent Scoring App with Close Integration

Parameter Inputs

  • Summit processes various inputs like web sessions, email interactions, and page visits. Close’s CRM system ensures these inputs are precisely captured and integrated within each customer's profile, offering a comprehensive view of interactions.
  • Parameters in Summit can be tailored to align with Close’s customization capabilities, ensuring the scoring aligns with specific business processes and customer segments.

Scoring Mechanisms

  • Summit’s scoring system includes decay functions and recency calculations, aligning well with Close’s ability to track customer interactions and engagement history.
  • The use of diminishing returns in scoring complements Close's emphasis on lead quality over quantity, focusing on the depth of customer engagement.

Weighted Scores

  • Different activities receive varying weights in Summit’s model, a strategy that can be reflected in Close by emphasizing certain types of customer interactions and behaviors.
  • The flexibility of adjusting these weights in Summit matches the dynamic nature of Close’s lead scoring and segmentation features, enabling detailed lead assessment.

Overall Intent Score Calculation

  • Summit calculates an overall intent score from 0-5, which can be utilized within Close to enhance its lead scoring models and sales prioritization.
  • This intent score becomes a crucial metric in Close, informing sales strategies, targeted outreach, and customer journey mapping.

Enhanced Benefits with Close

Improved Lead Qualification

By integrating Summit’s scoring into Close, businesses can achieve more refined lead qualification, enabling sales teams to prioritize high-intent prospects effectively.

Targeted Outreach

Intent scores from Summit can guide Close’s communication tools, allowing for personalized outreach and marketing efforts based on the prospect's engagement level.

Boosted Sales Efficiency

Users of Close can leverage intent scores to concentrate efforts on the most promising leads, enhancing sales productivity and increasing conversion rates.

Informed Customer Insights

Intent scores provide valuable insights within Close, deepening understanding of customer profiles and driving more informed sales and marketing decisions.

Adaptable Customer Strategies

The adaptable nature of Summit’s scoring, combined with Close’s customer interaction tracking, enables businesses to modify their engagement strategies in response to changing lead behaviors and preferences.

The integration of Summit's intent scoring app with Close offers a strategic advantage for businesses aiming to refine their lead management and engagement tactics. This powerful combination provides a sophisticated, flexible, and actionable system for gauging purchase intent, enabling effective lead segmentation, personalized engagement, and aligned sales and marketing efforts for optimal efficiency and impact.

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Intent Signals (Triggers) for EdTech

For an EdTech (Educational Technology) app, recalculating lead scores involves identifying triggers that indicate a user's engagement with educational content, commitment to learning goals, and potential for long-term usage or upsell opportunities. In the context of EdTech, these triggers often relate to user interactions with educational materials, course progress, and overall engagement with the learning platform. Here's a list of potential triggers for recalculating lead scores in an EdTech app:

User Engagement Triggers

Course Enrollment and Participation
  • Enrolling in courses or educational programs.
  • Regular participation in scheduled classes or learning sessions.
Learning Activity and Progress
  • Consistent progress through course materials.
  • Completion of lessons, modules, or assignments.
Interaction with Educational Content
  • Engagement with supplementary materials (videos, readings, quizzes).
  • Participation in interactive learning activities (e.g., simulations, games).
Community and Forum Participation
  • Active participation in educational forums or discussion groups.
  • Sharing knowledge, asking questions, or helping other learners.

Behavioral and Achievement Triggers

Achievement of Learning Milestones
  • Completing courses or earning certifications.
  • Consistently achieving high scores or grades.
Personalized Learning Plan Activities
  • Setting and tracking personal learning goals.
  • Regularly updating or modifying learning plans based on progress.
Feedback and Assessment Engagement
  • Actively seeking and providing feedback.
  • Participating in peer assessments or collaborative projects.

Subscription and Financial Triggers

In-App Purchases and Subscriptions
  • Purchasing additional courses or content.
  • Upgrading to premium subscription tiers for enhanced features.
Renewal and Longevity of Subscriptions
  • Renewing subscriptions without lapses.
  • Long-term subscription to the platform.
Referral and Advocacy Activities
  • Referring new users to the EdTech platform.
  • Advocating for the app in educational communities or social media.

Engagement Outside the App

Event and Webinar Participation
  • Registering for and attending educational webinars or events hosted by the app.
  • Participating in community meet-ups or educational workshops.
Social Media Interaction
  • Engaging with the app’s brand on social media platforms.
  • Sharing educational achievements or content on social media.

Feedback and Improvement Triggers

User Feedback and Surveys
  • Providing valuable feedback through in-app surveys or reviews.
  • Contributing ideas for app improvements or new features.
App Customization and Preferences
  • Personalizing app settings to fit individual learning needs.
  • Utilizing customizable features (like adjustable learning paths, bookmarks).


In an EdTech environment, recalculating lead scores based on these triggers can help in identifying highly engaged learners, potential brand ambassadors, and users likely to invest further in their education through the app. This approach enables more targeted and personalized educational experiences, fostering a stronger learning community and driving business growth through improved user retention and potential monetization.

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