What combination of functions should be used to assign scores automatically to clients based on various factors?

The combination of Engagement Plans and Levels is particularly effective for automatically assigning scores to clients based on a range of factors. Engagement Plans allow organizations to map out and track various engagement strategies with clients, which can include activities, events, or interactions that influence a client’s score.

Levels within Engagement Plans enable organizations to define specific criteria or milestones that clients must meet, making it straightforward to assign numerical values to different activities or engagement statuses. This structured approach ensures that scoring is not just random but reflects measurable and meaningful interactions with clients.

Using Engagement Plans and Levels together allows for a dynamic and responsive scoring system that adapts to the clients’ interactions, ensuring that the scoring process aligns closely with organizational goals and client management strategies. Thus, this combination is well-suited for automating the scoring process effectively.