The idea is that the data the user enters is the data that powers Pipedrive’s AI and that has the ability to increase the effectiveness of the sales team. This Engagement Scoring with AI feature is currently in beta and in continuous development. We encourage you to test the feature and share your feedback with us via the web app.
We know that salespeople often handle multiple opportunities simultaneously. Pipedrive’ s AI Scoring through Engagement feature helps you select which opportunities to prioritize based on their similarity to other previously won or lost opportunities.
Opportunities with activity counts that closely match those of previous successful opportunities may warrant a higher priority. Knowing how likely you are to close one opportunity versus another is a great help in focusing on what’s important.
How do users provide the data that powers AI?
Pipedrive’s AI analyzes recorded data to identify patterns. By evaluating deals with high engagement records, Pipedrive suggests deals with a higher probability of success, allowing you to focus on them and maintain your sales momentum.
The information taken into account for calculating the participation score with the AI is as follows:
- Person (this takes into account past dealings and typical sales behavior with this contact person, regardless of the specific users in Pipedrive)
- Organization (this takes into account past dealings and typical sales behavior with this organization, regardless of the specific users in Pipedrive)
- Stage at which the opportunity lies
- Value of the opportunity
- Number of e-mail messages exchanged
- Time elapsed since last activity
- Time elapsed since stage change
- Time elapsed since first e-mail message
- Time elapsed since first e-mail exchange
- Time elapsed since the last e-mail message sent
- Time elapsed since the last e-mail message received
- Time elapsed between the last e-mail sent and the last e-mail received
- The ratio of activities carried out over the total number of activities
- Activity counts such as: number of activities, activities marked as completed, type of activities created and completed
The data taken into account to calculate the score is subject to change to improve its accuracy and the AI learns from each piece of information that is incorporated. It is a live system that is constantly updated in favor of your sales team, even customized for each salesperson, since each one has his or her own sales style.
Where can I find the participation score with the AI?
Within the deal view, you can find a specific section for scoring participation and that includes a high-level summary of the events for that specific opportunity:
You can also see the participation score in the Pulsa series, under “Opportunities”.
The data that powers Pipedrive’s AI: the more data, the more information.
Based on the data collected, the participation score will be calculated according to the interaction with your customers. The more data, the higher the efficiency of the system. This motivates the team to keep all the information up to date, as they get information with great value for their day-to-day work.
The scores are as follows:
 | High probability of winning the deal |
 | Medium probability of winning the deal |
 | Low probability of winning the deal due to few interactions |
Scores are generated through daily activity and can be generated manually.