Customer Account Scorecard
The Customer Account Scorecard tool continuously & automatically calculates performance scores, changes in performance, & potential performance so you can plan for the future based on reliable metrics automatically calculated to save you time and headaches. Built on the Salesforce platform, the Customer Account Scorecard application gives you insight into the true value of your customers.
Keep score. Track your customer performance & health.
What factors play into making your A-list customers so great? Tracking those factors is important and so is your time.
Your Customer Account Scorecard is designed to integrate with valuable data from within Salesforce and from your other external systems, keeping it up-to-date through potential changes. WhiteRock’s Salesforce scorecards use a set of variables that can be programmed to leverage other data points in your systems to track customer health related to timeliness, pay trends, growth, and/or the factors that matter most to you.
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