Unlimited
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$90.00 per member / month
and a one time $500.00 activation charge. Covers guided setup, data load, client scoring & segmentation to maximize platform value.
and a one time $500.00 activation charge. Covers guided setup, data load, client scoring & segmentation to maximize platform value.
All features and customizations tools – including “client card” for each household, unlimited custom columns, priority support, case studies, and access to knowledge sharing hub. Best value.
- Custom Weighting
- Score Calculation and Ranking
- Segmentation
- Run Default Calcs Button for 80/20 Rule
- Custom Calibration
- Unlimited Columns for Opportunity Mining and Max Impact
- Custom Branding
- Access to Knowledge Sharing Hub
- One-click Client Card for Every Household, the Ultimate Meeting Prep Feature
- Priority Support
Strategic
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$69.00 per member / month
and a one time $500.00 activation charge. Covers guided setup, data load, client scoring & segmentation to maximize platform value.
and a one time $500.00 activation charge. Covers guided setup, data load, client scoring & segmentation to maximize platform value.
Full scoring and segmenting functionality with elements of enhanced customization, including 5 custom columns.
- Custom Weighting
- Score Calculation and Ranking
- Segmentation
- Run Default Calcs Button for 80/20 Rule
- Custom Calibration
- Up to 5 Custom Columns for Opportunity Mining and Max Impact
- Custom Branding
Essential
Sign Up Now
$39.00 per member / month
and a one time $500.00 activation charge. Covers guided setup, data load, client scoring & segmentation to maximize platform value.
and a one time $500.00 activation charge. Covers guided setup, data load, client scoring & segmentation to maximize platform value.
Essential elements of the core scoring and segmentation methodology.
- Custom Weighting
- Score Calculation and Ranking
- Segmentation
- Run Default Calcs Button for 80/20 Rule