AI Scoring: Smart Insights for Your Sales in Dalil AI
In Dalil AI, AI Scoring uses advanced artificial intelligence to rank and prioritize Leads and Deals, helping you focus on the most promising opportunities. It’s a game-changer for driving sales efficiency with data-driven insights.
What Is AI Scoring?
AI Scoring is Dalil’s smart system that assigns scores to records based on their likelihood to convert, close, or generate value. It analyzes patterns, behaviors, and historical data to give each Lead or Deal a numerical rating—guiding your next moves.
Example: A Lead with frequent interactions and high engagement might score 75/90, flagging it as a top priority.
How It Works
Score Range: Scores range from 0 (lost) to 100 (won)
Data Analysis: Dalil’s AI examines factors like engagement (e.g., emails, calls, notes), deal value, timeline, and customer sentiment.
Pipeline Stage Impact: Scores also reflect the record’s current stage (e.g., New, Qualified, Negotiating). This lets you compare and prioritize records within the same stage—ensuring fair, stage-specific rankings.
Real-Time Updates: Scores refresh as new data comes in, keeping your priorities current.
Customization: Tailor scoring criteria in Settings to match your business context (e.g., prioritize larger Deals or specific regions).
Use Case: Compare two Deals in the “Negotiating” stage—scoring 92 and 68—to focus on the higher-scoring one, boosting your close rate.
Why It’s Powerful
Precision: Stage-specific 0–100 scores pinpoint the best opportunities within each pipeline phase.
Efficiency: Saves time by prioritizing actions based on data and stage, not guesswork.
Growth: Drives smarter decisions to maximize revenue across your funnel.