Be aware: This isn’t a standalone software. This can be a plugin for Perfex CRM. It’s important to set up the Perfex – Powerful Open Source CRM to make use of this plugin.
Table of Contents
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.Because of this we now have developed a Lead Scoring Module, you possibly can Use standards to charge your Leads and goal one of the best Leads with utmost vital to you.
You have got an Supreme Private Profile that matches your enterprise, say, Leads from particular Metropolis or who has a Title say Dr. or who solely has Enterprise Electronic mail Addresses. You should utilize Flexible Lead Scoring Standards performance to Filter your Results in prioritise Leads and goal one of the best Leads.
- Create Standards for Leads Fields e.g Identify, Metropolis, Deal with e.t.c
- Assist 14 Operators so you possibly can Apply Strings and Numeric Operators For instance, Test if Deal with 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
- Automated 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 typically not sufficient, you wish to see the Breakdown of which Standards match a particular Lead, We thought so too.
As you cope with Giant variety of Leads, it turns into more and more tough to concentrate on the appropriate leads and convert them to buyer. Lead Scoring module simplifies this course of for you and your group, if a Lead supply or Lead Kinds are exhibiting promising avenue for your enterprise, assign the next rating to these leads
Included Documentation will enable you to add and activate the module inside Perfex CRM.
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Model 1.0.1 – 1 February 2024
FIXED - Add Lead Modal
Download Flexible Lead Scoring and Lead Rating Module for Perfex NulledDownload Flexible Lead Scoring and Lead Rating Module for Perfex
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