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What’s next for mentions and notifications: Our next step is to eventually add replies to the notifications. Do note that while we initially wanted to leverage Jira notifications, we find ourselves unable to do so due to lack of API support from Atlassian.
We also want things like assigning deals to show up as notifications.
Further down the line, we also want to see how we can bundle notifications with email notifications and Slack notifications.
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Simplified formula explanation: The formula uses a scoring system to evaluate the connection strength. It uses
Depending on whether it is a Deal/Account/Contact, the scoring system will use a set of three criteria to determine the strength of the connection, from “Very Weak” to “Very Strong”.
Deals Score Calculation
It attributes a score based on Recency on activities (when was the last meeting, last comment, last user activity).
It only uses Deal data to attribute a recency score
Scores are attributed using the status of the deal (Open/Close/Unqualified)
Scores are attributed using the stage (Won/Lost/Unqualified)
Account/Contact Calculation
It attributes a score based on Recency on activities (when was the last meeting, last comment, last user activity) on the Account/Contact.
In addition, new fields have been added (which are used to help score the strength of the connection), which can be added as columns when looking at the list view for Contacts, Deals, Accounts.
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Next Steps: we want to be able to add automation (e.g: when last activity is >5 days THEN send Slack notification), and adding the possibility of tweaking the weight of each attribute (custom formulas). In addition, we want to strengthen our formula - a possibility is for the formula to be able to handle elements from a Parent-Child relationship, in order to measure a more holistic connection strength.
Predicted Probability V1
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