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

In Progress General Question created by francisco 4 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

    4 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

      one month 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

      one month ago

      Ok.

      We'll check and update you.

      Regards,
      Variance Infotech PVT LTD

    • francisco member avatar

      francisco

      one month ago

      Have you news about our requirement?

      Regards;
      Francisco

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