- Course Lessons
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Lesson 1: Interpreting Pipeline Predict Score and Qualification Score
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Lesson 1 Knowledge Check
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Lesson 2: Using Journey Stages to Track Accounts in the Funnel
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Lesson 2 Knowledge Check
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Course Survey
Platform Deep Dive: Pipeline Predict Score, Qualification Score and Journey Stages
This course takes an interactive look at the fundamentals of Demandbase One including: Pipeline Predict Score, which helps you identify accounts that are likely to turn into opportunities in the next 30 days, Qualification Score, which predicts if the account could ever become an opportunity, and journey stages, which help you understand how an account is progressing through the buying process.
Introduction
This course teaches you the basics of how to use these powerful Platform tools: Pipeline Predict Score, Qualification Score and Journey Stages.
Who should take this course?
This course is designed for new users who want to learn how the Platform works or existing users who need a refresher.
Duration: ~30 minutes
What You'll Learn
Lesson 1: Interpreting Pipeline Predict Score and Qualification Score
- Discuss the criteria for determining what a good Pipeline Predict Score is
- Recognize some ways you can use Pipeline Predict Score in the platform
- Discuss how the Qualification Score model works
- Recognize the criteria that make up a good Qualification Score
- Describe some ways you can use Qualification Score in the platform
Lesson 2: Using Journey Stages to Track Accounts in the Funnel
- Describe what journey stages are and how they are defined
- Identify the out-of-the-box journey stages
- Recall the high level steps for customizing a journey stage
- Define these metrics on the Journey Summary page: Stage Volume, Velocity and Conversion (%) Rates
- Explain how you can use the Journey Dashboard to track accounts in the funnel
- Demonstrate how to use the Journey Compare mode