The SharpSpring Utilization Score shows the percentage of SharpSpring features that your company is using, along with what you may be missing out on. You will find a total score for usage of SharpSpring, along with ten sectional scores divided across areas of the platform. These scores help you to leverage features that will enhance your marketing automation efforts and further grow your business. SharpSpring created the Utilization Score as a ways to help you learn to best use the tools in the platform. This article will provide a basic overview of the Utilization Score.
The following user roles have access to view the Utilization Score:
- Marketing Managers
How the Utilization Score Works
Your Utilization Score starts out low. To raise your Utilization Score, you will need to complete certain activities within the SharpSpring application. These activities cover the features of the application, such as creating dynamic lists or sending emails to your leads.
There are four levels you can achieve for your total Utilization Score, each with its own mascot:
|Total Score||Level Name||Mascot|
The Utilization Score widget in your toolbar reflects your current total score. The icon will change as your total Utilization Score changes.
In addition to the total Utilization Score, there are ten separate sectional scores. Each has its own maximum value that can be achieved. You will need to complete these activities within each section to help promote features you may or may not have been aware of.
The ten sections are:
Each section will show which activities you have completed, as well as those you have yet to accomplish. The individual activities in each section have different scoring weights.
The more you accomplish, the higher the score. That said, certain activities may have no impact on the overall section score.
Viewing the Utilization Score
To view your Utilization Score, do the following:
Step One: In the Company Utilization Score widget, click See More to open the page and view your total score along with all sectional scores.
Step Two: Click the individual section icons, or scroll down the window to view each of the ten sections.
Step Three: In a section, click the subtopics to open a drop-down menu.
Step Four: Click the Why and How to topics in each milestone for more information.