Enablement

Step 1

Install Sigstr to your Salesforce instance. 

Step 2

Navigate to your Account Settings

Step 3

Click on Integrations.

Step 4

Under CRM options, click the Connect button under Salesforce. 

Step 5

Log into your Salesforce account and click Allow

Account & Contact Scores

In order for Sigstr to score your relationships with accounts and contacts in Salesforce, you will need to create a custom number field on the Contact Object and on the Account Object called Relationships Scores.

With the integration enabled and the fields created, Sigstr Relationships will automatically sync relationship scores to any known contact and/or account. Only contacts who have accepted a calendar invite or a 2-way email interaction will receive a score. The account score will factor in all of the relationships between your employees and the employees of an account. Sigstr will increase or decay scores based on the recency & frequency of email communications and calendar meetings. 

SFDC Views and Reports

Step 1

Set the relationship score field near the top of your account and contact views for easy consumption. 

Step 2

Include relationship score as a field in your All Contacts. This ensures that if you click on View all contacts in an account, one column will list relationship scores. Set this view as your default sort so that you can monitor which contacts are most engaged with your business.

Step 3

Include relationship score as a column on key account and contact reports.

Step 4

Make sure your team understand the value of relationship scores!

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