by Variance InfoTech Pvt Ltd

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

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About Profile Scoring

Variance Infotech developed Profile Scoring add-ons which 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 Score in SuiteCRM

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

Profile scoring applies to following modules of SuiteCRM.

  • Leads
  • Contact
  • Opportunity
  • Account (Organization)

Database Compatibility

1) MYSQL 2) MSSQL

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

Easy to Install & Setup

Learn more about how it works in our User Guide

Profile Score for SuiteCRM

ProfileScoring.gif

How Profile Score works see in Action


Click Here To View Demo

Get in Touch

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Our Online Support Hours: 11:30 PM US Eastern Time to 09:00 AM US Eastern Time 04:30 AM GMT Time to 02:00 PM GMT Time

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Rating
  • "Great product, the plugin does what we need for scoring individual entries in Suitecrm. Their Customer Support is very fast and responds to every issu..." - jobvector GmbH

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