Lead scoring system

Improve your commercial approach with an automatic scoring system !

Lead scoring system CRMLead scoring enables you to define a customized and automatic scoring system to optimize the processing of leads and potential customers.

Pour en savoir plus :

Free trial CRM Software

 

 

Overview of the scoring tool

The scoring system displays an easily readable chart of the various scores of your leads and prospects.

Defining the parameters for the scoring of your leads and prospects or even of your current customers and business deals is very useful to allocate priorities to your commercial action and marketing campaigns.
The scoring system also helps to reinforce the cooperation between your sales force and your marketing team, as the definition of common criteria for the scoring makes it possible for your teams to pursue common goals. The definition of scoring criteria enables you to improve your sales process.

A dynamic and multi-criteria configuration feature lets you create your own scoring system. The scores are then automatically calculated.

A search and a display feature are available to facilitate the follow-up on leads and prospects.

Liste de leads avec scoring
 

Main features

Features

Description

Configurator
  • Dynamic and multi-criteria configuration module.
  • Multiple scoring models available.
  • Monitoring of the score of each lead, prospect, client and other trade modules (candidates, etc.)
Automatic computing of the scores
  • The automatic computing of the scores is based on clear criteria such as the post or role of the contact, the size or staff headcount of the company, its capital, line of business, the type of products or services desired and the budget estimate for the project.
  • The system also takes in account certain activity or behavior criteria such as the number of forms the contact as filled in, the number of emails read, the number of links clicked and the time passed since the last exchange.
    Integration
    • External application data are integrated to centralize lead data and scores.
    Monitoring of scores
    • Search feature.
    • Monitoring charts of scores.
    Statistics
    • Reports and statictics are available for global monitoring.

    Advantages

    By choosing the scoring system, you benefit from the following :

    • Improvement of your sales process: with Blue note's Scoring tool, you improve your productivity by focusing on the most promising leads and prospects.
    • The cooperation between your sales force and your marketing team is reinforced.
    • Data and statistics are centralized: with our CRM solution, all the necessary data to target your leads and prospects and manage customer relationship are in your hands.

    Crédit photo : © Michel Gunther / Biosphoto

    Mis à jour le :
    01-02-2017

    What's new in CRM

    • CRM and Slack connector : step up your bubble !

      CRM and Slack connector

      Increase your agility with Slack and your CRM ! The connector between your CRM and Slack allows you to connect the applications in order to increase productivity and improve teams collaboration. ...
    • Subscription management software : Take it easy and relax !

      Subscriptions and recurring billing management solution

      A Subscription and Recurring Billing management solution that enables you to easily process customer contracts and optimize administrative tasks. Our Contract/Subscription module provides you with a...
    • CRM Geolocation

      CRM Geolocation module : maps, itineraries and geomarketing

      You are on the right way ! Blue note systems provides you with a module for the geolocation of customers’ accounts, contacts and leads registered in your CRM solution. The module works with Google...
    • Digital signature of quotes

      Digital signature of quotes and contracts

      Digital signature, and what if we'd go into high gear ? Sign faster and increase your sales with the digital signature of quotes and contracts ! The solution allows to send automatically by email...

    Immediate call-back

    Immediate call-back
    To prevent automated spam submissions leave this field empty.