Use appointment-level history
Focus on contacts with real appointment dates, assigned salespeople, address context, and mature outcomes.
Add performance-based assignment to your MarketSharp workflow.
Use MarketSharp contacts, appointments, lead sources, assigned users, outcomes, and prospect context to evaluate and deliver client-specific agent recommendations.
CRM guideKeep MarketSharp as the system of record
Lithium Six is designed to use MarketSharp data and surface ranked sales-agent guidance without asking the team to abandon its CRM.
In brief
Use MarketSharp appointment history and live workflow context to rank eligible sales reps for each high-consideration sales opportunity.
Turn MarketSharp history into an assignment decision
MarketSharp is widely used in home improvement and remodeling sales operations where inbound demand is expensive and appointment conversion matters. The CRM can contain the history needed to evaluate whether rep-prospect fit changes outcomes.
Lithium Six normalizes that history into one appointment-level record, excludes leads that never became appointments, and uses only information that would have been available before assignment.
Compare eligible agents
Score the appointment against active, eligible MarketSharp sales users rather than returning one global rep ranking.
Measure the result
Record prediction requests and assignment alignment so realized usage and outcomes can be evaluated.
Build the decision around usable evidence.
Useful MarketSharp data
The initial mapping focuses on fields available before assignment and reliable outcome data after the appointment.
- Contact and stable source identifiers
- Lead and appointment dates
- Salesperson assignment
- Lead source and project context
- Address and prospect fields
- Won, lost, sale date, and contract value
What Lithium Six adds
The CRM continues to manage the workflow. Lithium Six adds a client-specific prediction for the appointment-agent pairing.
- Client-specific appointment-agent probability
- Eligibility-aware ranked salespeople
- Cached enrichment where appropriate
- Recommendation usage logging
- Ongoing model and policy monitoring
A practical MarketSharp data-readiness review
| Data area | What we look for | Why it matters |
|---|---|---|
| Appointment grain | One prospect or opportunity with a real appointment | Keeps non-appointed leads out of the win model |
| Assigned user | Stable MarketSharp ID plus readable name | Prevents name collisions and preserves identity |
| Outcome | Explicit wins plus mature losses | Creates a consistent prediction target |
| Address | Complete for appointed prospects | Supports service area and geographic context |
| Source | Normalized but raw value retained | Preserves marketing and assignment context |
From MarketSharp data to live guidance
Confirm the workflow
Confirm which MarketSharp appointment and contract states represent the assignment decision, a closed win, and a mature loss.
Map the data
Normalize MarketSharp contacts, appointments or deals, assigned users, outcomes, and pre-assignment context.
Test predictive accuracy
Compare candidate approaches and backtest assignment policies under realistic operating constraints.
Choose the delivery path
For supported MarketSharp workflows, recommendations can be requested in the browser extension at the salesperson assignment control.
See what your own appointment history supports.
Isotope Labs provides a complimentary CRM integration and historical evaluation before recommending a live rollout. You receive the evidence, limitations, operating requirements, and a clear next step.
Common questions
Does Lithium Six replace MarketSharp?
No. MarketSharp remains the operating CRM. Lithium Six provides an additional recommendation at the point where an eligible sales agent is selected.
Can Isotope Labs evaluate MarketSharp data before launch?
Yes. The initial data integration and historical fit review are complimentary. They are used to assess data quality, predictive signal, operating constraints, and estimated opportunity.
Does every CRM field become a model feature?
No. Fields are screened for availability at assignment time, quality, leakage risk, stability, and predictive contribution. Outcome-revealing fields are excluded.
What happens if the data is incomplete?
The fit review identifies missing fields and unreliable outcomes. Isotope Labs can recommend a narrower model, a data-cleanup period, or a no-go decision when the evidence is not strong enough.
Continue your evaluation
Data guide
Is your CRM data ready for assignment modeling?
Continue with practical guidance, evaluation criteria, and next steps.
Assignment guideMachine learning lead assignment built around the agent-prospect fit.
Continue with practical guidance, evaluation criteria, and next steps.
Comparison guidePredictive assignment does not replace CRM routing rules. It makes them smarter.
Continue with practical guidance, evaluation criteria, and next steps.
Complimentary fit review
See whether your MarketSharp history supports better assignment.
Request a complimentary data-readiness and historical opportunity review. We will map the practical integration path and explain what your own data can support.
- CRM data-readiness review
- Historical model evaluation
- Constrained assignment backtest
- Plain-language opportunity review