Overview

Account and Opportunity Scorecards are available in PeopleGlass providing teams with more tools to help drive expansion, review deals, and protect existing customer revenue.

Account Scorecards are AI-powered! This feature leverages SalesAI to help account teams do account planning more effectively, ensuring scorecard information includes comprehensive information. With AI-powered Answer Assist, sales reps can now receive relevant, accurate suggestions based on past engagement data, CRM information, and specific sales methodologies (MEDDIC, MEDDPICC, CHALLENGER, etc.).

Receive AI-powered suggestions for scorecard questions based on engagement data, CRM insights, and account history. Get a deeper understanding of AI-generated suggestions by clicking “Explain Further.”

In order to utilize this feature, users must be assigned a Scorecard license in ClosePlan.

For more information about Scorecards, licensing, or ClosePlan, schedule a demo today!

Scorecards can be added by navigating to Managed Columns, searching for Scorecard, and then clicking on the plus icon. The column can be placed anywhere by dragging and dropping in the Manage columns menu or moving the column in a Sheet. Ensure you are selecting the Scorecard column with the People.ai logo.

Users can conveniently access and interact with scorecards directly from the row of an opportunity, gaining a comprehensive overview of the scorecard. Scorecards can be opened from either the three dots that appear when hovering over the number to the left of an opportunity or by double-clicking in the scorecard column.

We are now allowing users to keep existing scorecards up-to-date without leaving PeopleGlass opportunity sheets. All scorecard field types, including Multiple-Choice, Yes/No, Text, Numerical, Rating, Date, and Dropdown selection, are supported.

The notes feature in the scorecard view allows users to easily add information to specific sections of their scorecards, offering additional context and insights to scorecard questions. Updating Notes does not affect the Scorecard score. Notes are automatically synced to Salesforce. Hover over questions to see Scorecard notes.

We now support synchronization settings for Scorecard categories and questions. If an admin has mapped a category or question to a specific field in your CRM, these will now sync automatically with any changes made in PeopleGlass. For instance, if a user makes changes to champion-related questions in PeopleGlass, the Champion % field on an Opportunity will be instantly updated.