Wilson Allen has developed a unique approach to auditing and scoring data for those firms moving to a new CRM system or those wanting to relaunch their existing system. This is designed to assist business development, marketing and CRM users to score the contacts and companies system to enable them to create data migration or data cleaning plans.
- Responsiveness to marketing campaigns
- Activities & Appointments
- Involvement in Opportunities
- Value of the client to the firm
Data is then tiered according to the score achieved, wherein Tier 1 are contacts that have scored on multiple criteria, Tier 2 are those that have scored for only one thing (usually for having a relationship with a professional) and Tier 3 are those that have scored for nothing. It is this last group that would be the focus for archiving.
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