Freddy assigns a score to each contact in the CRM based on the positive and negative signals set up. With activity-based scoring, Freddy considers how a contact interacts with the organization across sales activities, marketing emails, and contact attributes. Sellers can identify contacts that are engaging with communications sent by the organization and nurture them on priority.



How does it work

The following are the different interactions that Freddy considers:


  1. Sales activity types: Meetings, calls, tasks

Freddy AI takes into account the number of sales activities scheduled for a contact. More interactions such as incoming emails from contacts, outgoing emails from sales reps, multiple meetings, and more custom sales activities all indicate positive engagement and can improve the score.


  1. Marketing emails: Emails sent as part of marketing journeys and email campaigns

If the contact opens and interacts with emails sent as part of marketing journeys and email campaigns, Freddy AI will consider it a positive signal and increase the score. And a lack of engagement will lower the score. 


For example, Contacts that have engaged with 2 marketing campaigns will have a good score. Contacts opening more than 2 campaigns will score higher than Contact 1. This indicates that contacts have higher chances of conversion and will be ranked high to reach the top of your list. 


Contacts who have not interacted with any of the email campaigns will have a low score, indicating they need more nurturing or different marketing content to catch their attention.


  1. Contact attribute: Subscription status for WhatsApp and SMS

Freddy AI checks if a user has unsubscribed from different channels and assigns a negative score for unsubscription. 


Note: Freddy takes into account sales & marketing data only for the last 6 months.