Use Opportunity scoring (ML on Sales Pipeline) with Sales Force


This solution is an Opportunity scoring template designed to predict the likelihood of a win for each sales Opportunity in Sales Force.


The machine learning model was built on historical Opportunity data and account related data available in CRM out-of-box entities and fields.


In SalesForce.com, after installation, you will be able to see not only a opportunity win score, but also an explanation of the key attributes that contributed to the Opportunity score. This is useful to identify potential steps that could improve the Opportunity win score.


You can download similar solution for Dynamics CRM at - http://opportunity.codeplex.com/

Opportunity Scoring predict probability of success for sales opportunity in the sales pipeline. It is built using Cortana Intelligence Suite for Sales Force.


Opportunity Scoring uses a machine learning model trained on past sales data to predict the eventual probability that the sale will be won. Training and prediction are implemented with Azure Storage and Azure Machine Learning, orchestrated by Azure Scheduler, and executed within an Azure Web Job.


1. The download provides an advanced solution reference architecture that a IT developer can customize to build customized end-to-end solutions.


2. The documentation has step-by-step instructions to guide you through the installation.


3. Once installed you will see three Machine learning models, plus web services, endpoints, and retraining and scoring web jobs in your Azure ML subscription.


4. You will also see customization applied to your SalesForce.com instance to allow users to refresh their scores, view explanations why the opportunity got its score and view the history of previous scoring of opportunities.


The solution will configure a connection between Dynamics CRM and Azure services. Once set up the solution will copy your SalesForce.com opportunity data into your Azure subscription, score your opportunities, and present the resulting scores in SalesForce.com.



If you use, Microsoft Dynamics CRM - you can deploy similar solution for Dynamics CRM here





architecture-components    benefits-of-opportunity-scoring    How-to-install    machine-learning-model-details   

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