Overview
SalesPad now integrates with Profit Max Platform (PMP) to bring AI-generated customer health information into your everyday workspace, enabling visibility, actions, and integrations to maximize your customer retention. You can reference customer ABCD scores and churn risk throughout SalesPad from CRM to sales order processing, and tailor reports to your liking with new built-in quick report and dashboard templates.
Leverage Customer IQ in workflows and automations to control your processes without even thinking about it. Route and prioritize sales orders based on customer ABCD scores and churn risk with new built-in workflow rules. Take action with Automation Agent, where you can automatically generate lists of customers who need outreach, then assign them to sales reps for scheduled followup.
Bring Customer IQ into other SalesPad-connected platforms for even more visibility and process control. In SalesPad Mobile, sales reps can see customer ABCD scores and churn risk while on-the-go. In Inventory Manager, these fields can be tied into directed picking so you can always meet your shipping commitments for A customers. With the HubSpot connector, this information can be synced to HubSpot as custom fields so you can create marketing campaigns to reconnect with high churn risk customers and level up customer ABCD scores.
Profit Max Platform makes it possible to calculate and understand your customer health, and SalesPad brings that knowledge into your ERP for informed decision-making, automatic prioritization, and proactive customer engagement. Stop reacting to customer churn and start building customers for life.
This feature set is available as of SalesPad 5.6.7.
IMPORTANT: this feature set is currently undergoing a beta phase and is planned for official release in January 2026. If you would like to participate in this free feature beta, please submit a request here!
Table of Contents
- Customer-Level Visibility
- Order-Level Visibility
- Customer IQ Quick Report
- Customer IQ Dashboard
- New Workflow Rules
- Customer IQ AA Job
- Customer Outreach
- HubSpot Custom Field Syncing
- Inventory Manager Directed Picking
- SalesPad Mobile Customer Health Visibility
Customer-Level Visibility
Bring into focus each customer’s ABCD score, churn risk, lifetime sales, and lifetime margin information, in all the same places you already find and manage customers.
Settings
A Customer IQ section is available in Settings to control which users can view each customer health field. The first two settings also affect sales-side visibility.
Can View ABCD Score - A list of System Users or Groups that can view the Customer ABCD Score. Defaults to ‘*’.
Can View Churn Risk Score - A list of System Users or Groups that can view the Customer Churn Risk Score. Defaults to ‘*’.
Can View Lifetime Margin - A list of System Users or Groups that can view the Customer Lifetime Margin. Defaults to ‘*’.
Can View Lifetime Margin Pct - A list of System Users or Groups that can view the Customer Lifetime Margin Pct. Defaults to ‘*’.
Can View Lifetime Sales - A list of System Users or Groups that can view the Customer Lifetime Sales. Defaults to ‘*’.
Customer Card
Update the Customer Card to show Customer IQ fields for certain user groups, and arrange them where it makes sense for easy visibility. Lock down layout customization for other groups so that only approved users have this visibility.
Customer IQ Tab
See the customer’s current health information, as well as visual charts of their ABCD score and churn risk over time, with indicators for completed outreach so you can see the actual impact of your efforts.
The data points on the charts reflect each time the customer’s ABCD score or churn risk score changed within the selected timeframe, and the stars show when outreach occurred. Refer to the sections for Profit Max Platform Customer IQ AA Job and Customer Outreach for more information on generating and completing customer outreach suggestions.
Each chart can be printed by right-clicking the graph and selecting the Print option. The chart will appear in the print preview exactly as it appears on the tab, so the size of the chart should be adjusted as needed in SalesPad before printing.
Customer Search
Bring customer health columns into the Customer Search grid, and leverage built-in functionality to search, filter, sort, and group by these columns. Use the Customer IQ settings to control which columns users can see.
Customer Monitor
Further empower the Customer Monitor by adding customer health fields, and use the Customer IQ settings to prevent unauthorized access.
Order-Level Visibility
Make sure customer health information is in easy reach when processing sales orders for faster decision-making and prioritization.
Sales Entry
Add Customer IQ fields to Sales Entry for immediate visibility when creating and updating sales documents, from quotes to orders and invoices, as well as returns. Control access by disabling layout customization for specified user groups.
Sales Document Search
Introduce customer health to the Sales Document Search to see, search, filter, sort, and group by these fields. Use the Customer IQ settings to control field access.
Sales Monitor
Provide visibility of customer health in Sales Monitor, where sales orders are managed and priority information is paramount. Prevent unauthorized visibility with the Customer IQ settings.
These columns have also been added to Sales Batch Processing, Sales Document Mass Update, and Sales Line Mass Update, for customer health visibility on those bulk sales document update screens.
Customer IQ Quick Report
Start from a quick report template and adjust as needed to show everything that matters when tracking customer ABCD scores and churn risk.
Quick Report
The Customer IQ quick report template provides an easy jumping-off point for creating your own reports on customer health. Add whatever else you need on top of the template, or copy the underlying SQL into your existing quick reports to empower them with a customer health snapshot.
Customer IQ Dashboard
Create a powerful visual dashboard to provide a simple, intuitive overview of your customer health and convey maximum insights at a glance. Build onto the default Customer IQ dashboard to surface all of the customer and sales information that matters for your business. Tailor the data and visuals to show what makes sense for you, so you never have to think twice about what something means.
Setup
To create a Customer IQ dashboard, go to SalesPad Dashboard Maintenance and add a dashboard that uses the Customer IQ Data dataset. The dataset comes with a default dashboard layout which displays Customer IQ pie charts and other customer data. Click the Design button to customize the dashboard.
Dashboard
To view a dashboard, go to the SalesPad Dashboard Viewer and select from the Dashboard dropdown.
The default dashboard displays pie charts for easy visibility of the ABCD scores and churn risk scores across all customers. Pie chart segments can be clicked to filter the dashboard to just those customers. For example, click on the A segment to filter to customers who have an A score. This will adjust the churn risk pie to show the churn risk scores across only A customers, and the margin gauge and customer list will also update to show only A customer information.
The average margin % across all customers is shown in a gauge, and the Min / Max options for the gauge can be adjusted to reflect your business goals. This gauge updates automatically based on the other dashboard filters, and it calculates based on the lifetime margin $ and lifetime sales $ for each customer. All relevant customers are displayed in the grid at the bottom of the dashboard, which updates automatically based on the other dashboard filters.
At the top, built-in filter options allow targeting specific customers and salespeople, and the ranges can filter displayed customers based on their lifetime sales and lifetime margin. The rest of the displayed information updates automatically when filters are changed. Filters display in the dashboard title when applied, and they can be removed by clicking the filter X button at the top right of the relevant filter.
New Workflow Rules
Leverage Customer IQ in workflow to route sales documents and customers based on customer ABCD scores and churn risk.
Sales Workflow Rules
Sales workflow has built-in workflow rules for routing sales documents based on their customer’s health. One or more of these rules can be used, alone or combined with these or other conditions, to route sales documents based on your business rules.
Customer Workflow Rules
Built-in workflow rules can route customers based on their customer health information. Select the Predefined Condition type at the top, then choose from the conditions in the list.
Customer IQ AA Job
The Automation Agent job for Profit Max Platform Customer IQ automatically syncs new customer health information from the Profit Max Platform into SalesPad. The Customer Task Suggestion feature automatically generates outreach suggestions based on your configured rules, so you can target which customers need special followups.
Note that Automation Agent licensing is not required in order to use this AA job.
Settings
Churn Risk Customer Task Suggestion - Churn Risk Customers
Get Customer List Script - A C# script that overrides the Target Customers setting to load customers for processing.
Target Customers - Criteria for customers who will be included in the task suggestions.
Churn Risk Customer Task Suggestion - Task Options
Default Assignee - The user to assign task suggestions to when a customer isn’t assigned to a sales rep or a customer’s sales rep isn’t assigned to a user.
Task Contact - Set the customer contact to use for generated task suggestions. Defaults to ‘Main Address’.
Task Notes/Description - Set the note/description to add for generated task suggestions. Insert the following information as needed: [Customer_Num], [Customer_Name], [Contact_Name], [ABCD Score], [Churn Risk Score]. Leave blank to skip creating a note/description for tasks. Defaults to ‘[Customer_Num] is a [ABCD Score] customer at [Churn Risk Score] of churn.’
Task Subject - Set the subject format to use for generated task suggestions. Insert the following information as needed: [Customer_Num], [Customer_Name], [Contact_Name]. Defaults to ‘[Customer_Num] Check-In’.
Task Suggestion Pre Save Script - A C# script that runs before a task suggestion is saved.
Task Type - Set the type to use for generated task suggestions. Dropdown options change depending on whether ‘Use Interactions Instead Of CRM Tasks’ setting is enabled.
Use Interactions Instead of CRM Tasks - Use interactions instead of CRM tasks. Both can be used in SalesPad Today, but interactions are newer and available on a wider variety of business objects. If you already use one of these types in SalesPad Today, it is recommended to use the same type for this. Defaults to ‘True’.
Customer IQ Import
Batch Size - Number of records that will be sent to the SQL Server and written to the database in each batch. Defaults to ‘5000’.
Company ID - Company ID used to connect to the corresponding company.
Endpoint Type - Determines if SalesPad connects to the test or production API. Defaults to ‘Production’.
Historical Record Changed Fields - When the specified fields change, a new historical record will be created to capture the customer’s health information at that time. Note that capturing all changes to the Lifetime field values may lead to historical record bloat. Defaults to ‘ABCD_Score; Churn_Risk_Score’.
Max Paged Results - Maximum number of paged results that will be returned for each API call. The maximum value is 10000. Defaults to ‘5000’.
Customer IQ Import
The Customer IQ Import component updates SalesPad customer health information to match the latest calculations from the Profit Max Platform. PMP recalculates customer health daily by default, so it is recommended to schedule this component to run daily as well, in order to stay up to date on the latest changes.
Historical records are captured when specific customer health fields change, and this records all of the customer’s health data at that point in time. The specific fields that control this are set in the Historical Record Changed Fields setting, which defaults to the ABCD Score and Churn Risk. The lifetime fields can also be used to trigger new historical record capture, but note that this may lead to excessive historical data bloat.
Customer Task Suggestion
The Customer Task Suggestion component generates outreach suggestions based on configured criteria. The Target Customers setting determines which customers are suggested for outreach, which can be based on customer health fields like ABCD Score and Churn Risk as well as any other customer-level information. This setting can also be overridden by the Get Customer List Script for more complex outreach determinations.
Set the default task information that will be used for the outreach, such as the task subject, type, notes/description, and which contact on the customer should be used. This feature set supports both CRM tasks and interactions; simply select which type should be used in the setting.
Outreach suggestions can be worked against and completed directly on the Customer Outreach screen. Alternatively, either the Customer Outreach screen or SalesPad Today can be used to schedule suggestions as tasks/interactions assigned to the salesperson.
Customer Outreach
Customer outreach suggestions are generated by the Customer Task Suggestion AA job, and they can be completed directly or used to create an assigned task for scheduled followup.
Settings
Customer Outreach Sales Rep Visibility Override - Expands which task suggestions the user can see on the Customer Outreach screen and SalesPad Today, based on the assignee for each task. Those screens restrict so that users can only see their own tasks. Use this to allow sales managers to see assigned tasks for their sales reps, and admins to see assigned tasks for everyone.
Customer Outreach Territory Visibility Override - Expands which task suggestions the user can see on the Customer Outreach screen and SalesPad Today, based on the assignee for each task. Those screens restrict so that users can only see their own tasks. Use this to allow sales managers to see assigned tasks for their sales reps, and admins to see assigned tasks for everyone.
Customer Outreach Screen
The Customer Outreach screen displays all open outreach suggestions. Information about the task is available for review, such as its subject, type, notes/description, which contact on the customer should be used, and the customer’s salesperson.
Outreach suggestions can be completed directly on this screen, for processes where salespeople will simply work through a list and mark suggestions done as they go. Alternatively, outreach suggestions can be used to generate a task/interaction for scheduled followup. Choosing to schedule an outreach suggestion will show the standard task/interaction creation popup, prepopulated with the information from the suggestion. The user can then select the day, time, and duration for the outreach. Users can also complete or schedule more than one outreach suggestion at a time by selecting multiple rows before clicking the Complete button or Schedule button.
Securities control access to this screen, as well as the abilities to schedule and complete tasks. Global settings control whether certain users can see outreach suggestions that are assigned to particular salespeople and sales territories, so that people like sales managers can have access to see and schedule tasks for their salespeople.
SalesPad Today
SalesPad Today has a Suggestions tab which shows open outreach suggestions. Suggestions cannot be completed directly on this screen, but they can be turned into a task or interaction for scheduled followup. Choosing to schedule an outreach suggestion will show the standard task/interaction creation popup, prepopulated with the information from the suggestion. The user can make changes to this information as needed, select the day, time, and duration for the outreach, and submit to turn the suggestion into a scheduled outreach task.
Securities control access to the Suggestions tab, and whether it is the default visible tab. Global settings control whether certain users can see outreach suggestions that are assigned to particular salespeople and sales territories, so that people like sales managers can have access to see and schedule tasks for their salespeople. Note that SalesPad Today has other existing securities to control which tasks/interactions users can see, which are respected for suggestions as well.
HubSpot Custom Field Syncing
Customer health information can be synced to HubSpot for use in marketing campaigns and other reporting and customer outreach. HubSpot Company custom fields can be created to hold this data, then configured in the HubSpot AA job syncing settings to automatically send from SalesPad to HubSpot.
For more information on SalesPad’s connector to HubSpot, refer to this documentation.
Inventory Manager Directed Picking
Inventory Manager has Directed Picking functionality which can control in which sequence sales orders are fulfilled by warehouse pickers. As of Inventory Manager version 5.16.0, the customer’s ABCD Score and Churn Risk can be used to prioritize sales order fulfillment.
Directed Picking can handle complex prioritization rules, such as prioritizing all orders for High Risk customers first, and then prioritizing A customers in churn risk order, then B customers in churn risk order, etc. Additional checks can be added as tie-breakers. For example, if there are many orders for A customers who are Elevated Risk, then the Required Ship Date can be used to further refine the sequence for those orders.
For more information on Inventory Manager Directed Picking, refer to this documentation.
SalesPad Mobile Customer Health Visibility
SalesPad Mobile provides CRM and sales order processing on the go. As of version 1.6.0, its mobile customer card can provide visibility of Customer IQ fields. Simply update the Viewable Customer Columns In Properties security to add fields as visible for relevant security groups.
For more information on SalesPad Mobile, refer to this documentation.