Who can use this feature?
- Admins
- Available on all plans
Set up tiers to ensure accurate scoring based on how your team wants to segment accounts. Tiers are more than just a label; they are fundamental to how the engagement scores are calculated. Unison compares a customer's level of interaction (emails, calls, meetings) against other customers within the same tier to ensure relevant scores (e.g., prevents a high-touch Enterprise account from being scored the same way as a low-touch SMB account).
What is the best way to define my customer tiers?
The most common practice is to segment by revenue bands or a general market segment field (e.g., Enterprise, Mid-market, SMB). While you can segment by product line, it can get complicated if a single account uses multiple products. Unison supports up to five tiers.
Before you create a new tier
When mapping from Salesforce to Unison, map the relevant customer attribute fields to ensure they populate correctly. Before you create a new tier, confirm that you’ve mapped the source field for customer segments. Example:
Create a new tier
You can define up to five tiers.
- In Unison, click Settings from the left nav.
- Click Account Tiers.
- Click Add a Tier.
- Provide a name for the tier to identify it within Unison.
- Choose the tier attribute for the accounts that should be in this tier. (e.g., Enterprise, Mid-market, SMB).
- Click Save Changes.
- After adding multiple tiers, drag-and-drop to set the order of priority of your tiers.
Choose the custom weighting and rolling window for each tier, if different from the default.