Preview: Flexible Lead Scoring Module for Perfex
Observe: This isn’t a standalone utility. It is a plugin for Perfex CRM. It’s a must to set up the Perfex – Powerful Open Source CRM to make use of this plugin.
Table of Contents
Temporary description
As leads flows into your CRM from varied sources e.g Fb, Google, Occasion e.t.c, You’ll agree with me that each one Leads don’t require the identical stage of consideration.That is why we have now developed a Lead Scoring Module, you’ll be able to Use standards to price your Leads and goal the very best Leads with utmost necessary to you.
You might have an Very best Private Profile that matches what you are promoting, say, Leads from particular Metropolis or who has a Title say Dr. or who solely has Enterprise E mail Addresses. You need to use Flexible Lead Scoring Standards performance to Filter your Results in prioritise Leads and goal the very best Leads.
Options
- Create Standards for Leads Fields e.g Identify, Metropolis, Handle e.t.c
- Help 14 Operators so you’ll be able to Apply Strings and Numeric Operators For instance, Verify if Handle that Comprises any Textual content or Begins With or Ends With or IS EMPTY e.t.c
- Create Standards for your Leads Customized fields. It additionally helps Array/A number of Choose Fields
- Apply Standards to your Leads Information to calculate Lead rating
- Computerized Rating Calculate for New Leads
- See Breakdown of Scores and Which Standards was utilized for every Lead
- Order Leads based mostly on Scores on the Leads Desk e.g ASC or DESC
- Insights and Analytics of your Lead Rating based mostly in your Rating Standards
As a result of Standards are utilized to all of your Leads, Seeing the one the Rating on leads desk is usually not sufficient, you need to see the Breakdown of which Standards match a selected Lead, We thought so too.
As you cope with Giant variety of Leads, it turns into more and more troublesome to give attention to the correct leads and convert them to buyer. Lead Scoring module simplifies this course of for you and your staff, if a Lead supply or Lead Types are exhibiting promising avenue for what you are promoting, assign a better rating to these leads
DEMO
Admin Username
Password
password@1234
Set up
Included Documentation will allow you to add and activate the module inside Perfex CRM.
Help
Please ship an e mail from Help web page for any points, questions or recommendations. To save lots of time and get fast suggestions, please don’t ask for assist in feedback part.
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