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Consilio

Published on: Sep 20, 2018 by Nola

Consilio Case StudyHighlights

• Consilio selects Decisions on Demand platform for constructing their account rating system to help manage sales opportunities and gain visibility into the health of client accounts

• Account rating system takes into account- and contact-level history/activities/tasks, opportunities, and company-defined weighting factors to calculate account health

• Decisions on Demand platform allows for customization of the rating system without the need for technical resources

• Consilio uses dashboards and alerts from standard and custom Salesforce.com objects to increase accountability from the sales team, focus the sales reps on relationship building, and provide unbiased account information to executive management

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