Opportunities Overview – Salesforce

1. Overview

Komiko introduces a new view to the native Salesforce experience. The view includes basic Salesforce fields enriched by data coming from Komiko. This article is similar to the Accounts Overview by definition.

2. Opportunities overview by Komiko

Opportunities overview by Komiko includes the following additional properties:

  • Best contact – the person at the account side that is the best contact based on engagement data. It is also possible to differentiate by departments like sales vs service vs delivery
  • Best connection – person at your company that is best connected to the opportunity. It could be the opportunity owner but could also be others. Also in this case it is possible to differentiate by department.
  • Quarterly K-score – calculated connection strength based on number of email sent/received, closed loop emails, meetings, emails with attachments and more. It is possible to customize K-Score to take into consideration the content of the email and its attachments. Komiko also calculates percentile to easily determine how is the score rated relative to others.
  • Quarterly K-score Trend – indicates the trend of the score. Could be positive or negative.
  • Last outbound interaction date
  • Last inbound interaction with – the person that sent the inbound email/meeting
  • Last inbound interaction date
  • Last event/meeting
  • Next event/meeting
  • …more fields are available and can be added to the view like last event organizer or monthly K-score and percentile

Based on these additional fields you can now easily sort by last interaction date and identify opportunities that need follow up. You can also sort by opportunity amount and check the correlation with K-score and trend.

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