by Variance InfoTech Pvt Ltd

Profile scores allow customer-facing teams to prioritize and pay attention to significant (potential) customers.

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Profile Scoring is used when company working with many prospect in which some of the leads or prospect doesn’t seem to be weight high it means in order to group leads/prospect based on score to give high importance than profile scoring will be very useful.

Profile scoring extension developed by Variance Team to help sales team to focused on high score leads/prospect.

Profile scoring applies to following modules of SuiteCRM.

  • Leads
  • Contact
  • Opportunity
  • Account (Organization)

Profile Scoring for organizations is a systematic way to capture the attractiveness of a (potential) customer. These attributes may be the business size (revenue, number of employees), location, vertical, brand value, etc. Each attribute may have different levels of importance. So, it is logical to assign weights based on their importance.

Profile Score view on record

Profile scoring module used to display score on record as a highlighted Star for user to easily identify rating.
accountsdetailview.png

Score Calculated

Assign the score for each value that attribute (field) can take (you can customize attributes and values by adding, deleting and modifying defaults).
Suite-Scoring-2.jpg

Note!​ There is no limit on the score, but you cannot assign a negative value

Set up the Profile Rating with the minimum score for each star rating.
Once satisfied with the configuration, click Save.
Suite-Score-setup.jpg

Learn more about how it works in our User Guide

Click Here To View Demo

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