Sales intelligence is vital when it comes to converting leads into paying clients and having that information at your fingertips is critical. Being able to quickly reference important data during a sales call is essential to being successful in sales.
While the Online Presence Report provides a detailed view of your prospect's digital performance, sometimes you just need to quickly see their overall grades or how recent the data is. This is why we've introduced the Online Presence Report
Scorecard, a brief overview of a client's grades accessible directly within the Manage Accounts page.
What is the Online Presence Report Scorecard?
The Online Presence Report Scorecard is a side panel that can be seen within the Manage Accounts page in the Sales & Success Center. The Scorecard includes:
The overall score of the accounts' Online Presence Report
A breakdown of each section along with their associated grade
The date the Online Presence Report was created, giving you an idea of how old the data is
The ability to refresh the Online Presence Report to ensure you have the latest data
The option of viewing the full report
*Note: The refresh option will only appear if the report is more than 7 days old. This is due to the Online Presence Report continuously pulling data for 7 days after its creation.
How to access the Scorecard in Marketing Portal
1. Log into the Marketing Portal
2. Go to CRM > Companies
3. Search for the account
4. Click the 3 dots, then "Online Presence Report"
5. The Scorecard will immediately expand from the right-hand side
Note: If you don't see the Online Presence Report Scorecard, this means you'll need to create one first before viewing the Scorecard.
Be aware that if you're creating an Online Presence Report, it takes 24 hours for the data to fully populate.