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How Vtiger Profile Scoring Helps

Categories
  • vTiger 7
  • vTiger Tweaks
Tags
  • Add-on
  • automation
  • crm
  • customization
  • integration
  • Management
  • Profile scoring
  • Profiles
  • Rating stars
  • Ratings
  • VTExperts
  • vTiger
  • vtiger CRM
  • vTiger features

Customers are the most important part of a business, but all the customers are not the same. Some customers are providing more business to the organization and some are just one time purchaser. Although every customer is important, but still some customers are more valuable to the organization as compare to the others. How do firm know which customer is more important as compared to the others, for this purpose VTiger CRM provides a very reliable tool named as VTiger profile scoring. Profile scoring is a great feature and in this article we will look at How Vtiger profile scoring helps and how effective it is

What is Profile Scoring?

Profile scoring is process of assigning scores to your customers to determine how important that customer is for your business? Customers and organizations are ranked on the basis of these profile scores. Using this feature, VTiger uses CRM records of the clients and assess how attractive they are based on their characteristics. According to that score rating is assigned to the record in the form of star or a number. This rating helps the staff members to set their preferences in regarding to dealing with the clients.

In Vtiger CRM, profile scoring can be done on following two levels

  1. Organizational Level: If your company provide products or services for a business, then organizational profile scoring will be used. For example, your company’s services are better suited to Financial solution providers as compare to the IT firms. Then profile scoring will rank financial solution provider higher in CRM as compare to the IT firms.
  2. Contact Level: On contact level each individual contact is ranked individually. For example, a business is selling gaming pc related hardware like graphic cards, gaming processers,  RGB lights etc. For such business, customer belonging to the age group of 15-30 years will be ranked higher as compare to the other customers belonging to other age groups.

How Vtiger profile scoring helps

How Vtiger profile scoring helps

Profile scoring is a great tool and can really help to improve the performance and productivity of employees by more focusing on the clients that are ranked higher. Once you implement the VTiger profile scoring, all the contact or organization will be scored on the basis of 5-star system. Profiles that fulfill the more criteria’s are ranked higher as compared to the other records. Profile scoring helps organizations to implement more resources to the valued customer.

How Vtiger profile scoring helps alot when it comes check the type f customer you are dealing with. It helps in determining, how much resources you should use to entertain certain client.

 

Next Article: ERP VS CRM and Vtiger

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