Intent Scoring in Salesforce for Health & Wellness

Integrating Summit &


Easily pull the results from your

Intent Scoring

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Health & Wellness

workflows and journeys.

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Integrating Summit's intent scoring app with Salesforce transforms the way businesses assess and act on a prospect's engagement and intent to purchase or take action. This integration leverages Summit's intricate intent scoring mechanisms alongside Salesforce's comprehensive CRM and customer engagement capabilities. Here’s an overview of how Summit’s intent scoring process is enriched through integration with Salesforce:

Key Components of the Intent Scoring App with Salesforce Integration

Parameter Inputs

  • Summit takes various inputs such as web sessions, email interactions, and page visits. Salesforce’s robust CRM capabilities ensure that these inputs are accurately captured and integrated within the customer's profile, providing a rich data foundation.
  • Parameters within Summit can be tailored to match Salesforce’s extensive customization options, aligning scoring with specific business processes and customer segments.

Scoring Mechanisms

  • The scoring system in Summit incorporates decay functions and recency calculations, which synergize with Salesforce’s ability to track and analyze customer engagement over time.
  • The use of diminishing returns in scoring aligns with Salesforce's focus on qualifying leads based on not just quantity but the quality of interactions.

Weighted Scores

  • Different activities are assigned varying weights in Summit’s model, a strategy that can be mirrored within Salesforce by prioritizing certain customer interactions and behaviors.
  • The adjustability of these weights complements Salesforce’s dynamic lead scoring and segmentation capabilities, allowing for nuanced lead qualification.

Overall Intent Score Calculation

  • Summit provides an overall intent score ranging from 0-5, which can be integrated into Salesforce to enhance lead and opportunity scoring models.
  • This intent score becomes a vital metric within Salesforce, guiding sales and marketing strategies, nurturing campaigns, and prioritizing sales efforts.

Enhanced Benefits with Salesforce

Improved Lead Qualification

Integrating Summit’s scoring into Salesforce allows for more sophisticated lead qualification, enabling sales teams to prioritize and engage with high-intent prospects effectively.

Targeted Marketing Campaigns

The intent scores can inform Salesforce’s marketing automation tools, allowing for the creation of targeted and personalized marketing campaigns based on prospects' levels of engagement and interest.

Enhanced Sales Efficiency

Salesforce users can leverage intent scores to focus their efforts on the most promising leads, improving overall sales efficiency and conversion rates.

Data-Driven Customer Insights

The intent scores enrich customer profiles in Salesforce, providing deeper insights and enabling more informed sales and marketing decisions.

Adaptive Engagement Strategies

The dynamic nature of Summit’s scoring, combined with Salesforce’s robust analytics and reporting tools, enables businesses to adapt their engagement strategies based on evolving lead behaviors and preferences.

The integration of Summit's intent scoring app with Salesforce provides a powerful solution for businesses seeking to optimize their lead management and engagement processes. This combination delivers a sophisticated, flexible, and actionable system for assessing purchase intent, allowing businesses to effectively segment leads, personalize engagement, and align their sales and marketing strategies for maximum impact and efficiency.

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Intent Signals (Triggers) for Health & Wellness

For a mobile app focused on health and wellness, recalculating lead scores involves identifying triggers that indicate user engagement, commitment to health goals, and potential for long-term app usage or upsell opportunities. These triggers are typically aligned with user activities, interactions, and behavioral patterns within the app. Here's a list of potential triggers for recalculating lead scores in a health & wellness mobile app context:

User Engagement Triggers

App Usage Frequency
  • Regular logins and consistent use of the app.
  • Duration of each app session.
Goal Setting and Tracking
  • Setting personal health and wellness goals.
  • Regularly tracking progress towards these goals (e.g., logging meals, workouts).
Interaction with Content
  • Engagement with educational content, like articles, videos, or podcasts.
  • Participation in challenges or interactive features.
Community Interaction
  • Active participation in community forums or groups.
  • Sharing experiences or tips with other users.
Feedback and Surveys
  • Providing feedback through in-app surveys or ratings.
  • Reporting bugs or suggesting improvements.

Behavioral and Health Triggers

Achievement of Milestones
  • Reaching personal health milestones (e.g., weight loss, fitness levels).
  • Consistent improvement in tracked health metrics (like steps, sleep quality).
Health Data Integration
  • Syncing the app with other health devices or apps (like wearables).
  • Regular updates of health data (e.g., blood pressure, glucose levels).
Wellness Program Participation
  • Enrolling in and completing in-app wellness programs or courses.
  • Repeated enrollment in similar or advanced programs.

Subscription and Financial Triggers

In-App Purchases
  • Making purchases within the app (e.g., premium content, subscriptions).
  • Repeat purchases or upgrades to higher subscription tiers.
Subscription Renewals
  • Renewing subscriptions without lapses.
  • Upgrading from a free trial to a paid subscription.
Gift or Referral Activity
  • Gifting app subscriptions or features to others.
  • Referring new users to the app.

Engagement Outside the App

Social Media Interaction
  • Engaging with the app’s brand on social media platforms.
  • Sharing app content or personal achievements on social media.
Event Participation
  • Registering for and participating in events or webinars hosted by the app.
  • Engaging in community meet-ups or health-related events.

Personalization and Preferences

Customization of App Features
  • Personalizing app settings to fit individual needs.
  • Frequent use of customizable features (like meal plans, workout schedules).
Feedback on Personalization
  • Providing feedback on the effectiveness of personalized plans or recommendations.
  • Requesting specific features or content.

In a health & wellness mobile app, recalculating lead scores based on these triggers can help identify highly engaged users, potential brand ambassadors, and those likely to upgrade or make in-app purchases. This approach enables more targeted and personalized user engagement strategies, fostering a stronger app community and driving business growth through improved user retention and monetization.

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