Microsoft CRM and Calculate Fields offers some real power for adding scoring to a specific record.
Take for instance a situation where five different departments work on a specific opportunity. You can configure the system so that each department adds a score to the opportunity record, such as a value from 1 (great fit) to 5 (Gaps), and the system can then add up these five scores and give the opportunity a more realistic probability for close.
- Department 1 Score (1-5): 2
- Department 2 Score (1-5): 3
- Department 3 Score (1-5): 4
- Department 4 Score (1-5): 1
- Department 5 Score (1-5): 5
Total Score : (Calculated by the System) 15
Now tie the 15 to a business rule that sets the opportunity to Hot Fit (Red), Warm fit (Orange), Cold Fit (Blue)
If Total Score =>1 and <=5 then set Opportunity Fit to "Hot Fit (Red)"
If Total Score >5 and <=15 then set Opportunity FIt to "Warm Fit (Orange)"
If Total Score >15 and <=25 then set Opportunity Fit to "Cold Fit (Blue)"
You can even set the "colors" on the option set values for some super cool feature growth ...