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Smart Opportunity Scoring

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Created by

ElasticFlow Team

Verified Creator

Last update

Last updated 2 weeks ago
Featured Workflow

Setup time

10 minutes

SalesDeal Prioritization

What You Get

Focus sales efforts on the most promising opportunities

Increase close rates and revenue

Improve sales team efficiency and productivity

Integrations Used

SalesDeal PrioritizationScore opportunities

Smart Opportunity Scoring

Score opportunities based on winning patterns from your historical deals to focus on high-value targets.

The Problem

What you're dealing with

  • Ineffective opportunity prioritization

  • Wasted sales effort

  • Missed high-value opportunities

  • Lower close rates

The Solution

How we fix it

  • AI-powered opportunity scoring

  • Prioritization based on actual winning patterns

  • Increased focus on high-value targets

  • Improved sales performance and revenue

Smart Opportunity Scoring

Score opportunities based on winning patterns from your historical deals to focus on high-value targets.

Deal PrioritizationSales
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What You'll Get

Focus sales efforts on the most promising opportunities

Increase close rates and revenue

Improve sales team efficiency and productivity

Gain data-driven insights into deal potential

Customize to Your Needs

This workflow is fully customizable to match your specific business needs:

  • Add or remove integrations - Connect any tools from our marketplace to extend functionality

  • Adjust logic and conditions - Modify triggers, filters, and branching logic to fit your processes

  • Map custom fields - Define how data flows between your tools with our visual field mapper

  • Set up notifications - Get alerts when workflows complete, fail, or need attention

How to Set Up

Get started in 10 minutes with these simple steps

1

Connect CRM

SalesforceSalesforce

Authorize Salesforce or HubSpot to access opportunity data

2

Configure Scoring Parameters

Define the factors and weights used for scoring opportunities

3

Set Scoring Trigger

Choose when opportunities should be scored (e.g., upon creation or update)

4

Activate Workflow

Turn on the workflow and start prioritizing your opportunities

Need Help or Want to Customize This?

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