by Variance InfoTech Pvt Ltd

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

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#1962 - Profile Scoring applied to Employees

Closed General Question created by francisco 9 months ago

We are interested in this plug-in, however, we need it to score our employees (sales people), under 3 independent topics:
1) Opportunities referred based on amount (i.e. John Smith referred between US100K-US200K then John will get 3 stars, if between US200K-US300K then 4 stars and if > US300K then 5 stars
2) Knowledge Articles written and accepted (i.e. John Smith wrote 5 articles but only 3 were accepted then he will get 3 stars, if between 3-6 articles then 4 stars and >6 articles then 5 stars
3) Score given by our customers (i.e. If 3 customers rated John as follows: Customer1 -> 4, Customer2 -> 5, and Customer 3 -> 3; the John will get the average number os stars (4)
Is feasible to customize the plug-in to do this?
Thank you

  1. varianceinfotech member avatar

    Variance InfoTech Pvt Ltd Provider

    9 months ago

    Hello francisco,

    For Point #1 and #2 you can achieved by adding "Assigned To" Condition in Configuration of Profile Scoring.

    For Point #3, i would like to know how customer will give score in your system.

    We can also customize our plug-in to achieve your requirement.

    Please let us know if you need to customize it as per your requirement.

    Regards,
    Variance Infotech PVT LTD

    • francisco member avatar

      francisco

      7 months ago

      Hi Variance Infotech!

      We have collected our technical specs/requirements in order you be able to customize the plug-in. Please review them and confirm us if you are able to achive them.

      Click in this link: https://drive.google.com/open?id=1OgkLyWrG5sKU7HGTM5T9HaYYfD_mmBeH

      Thank you

      Francisco

    • varianceinfotech member avatar

      Variance InfoTech Pvt Ltd Provider

      7 months ago

      Ok.

      We'll check and update you.

      Regards,
      Variance Infotech PVT LTD

    • francisco member avatar

      francisco

      7 months ago

      Have you news about our requirement?

      Regards;
      Francisco

  2. varianceinfotech member avatar

    Variance InfoTech Pvt Ltd Provider

    one week ago

    Hello

    Thanks for your valuable support and being our customer.
    As per our last discussion related to ticket, hope you've received satisfied answer from our support team.
    For now, We're closing the ticket but if you've any questions or concern feel free to email us on techsupport@varianceinfotech.com or reply to the same ticket.

    Regards,
    Support Team
    Variance InfoTech Pvt Ltd
    www.varianceinfotech.com

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