The Flexible Lead Scoring and Lead Rating Module for Perfex is a powerful tool designed to enhance your lead management process by allowing you to assign scores and ratings to leads based on various criteria. With this module, you can prioritize and segment your leads effectively, ensuring that your sales team focuses on the most promising opportunities. Explore the comprehensive list of features offered by this module below:
- Customizable Lead Scoring Criteria
- Automated Lead Scoring
- Manual Lead Scoring Option
- Multiple Scoring Methods
- Weighted Scoring System
- Dynamic Scoring Rules
- Lead Rating Options
- Customizable Rating Scale
- Rating Thresholds
- Lead Segmentation
- Lead Prioritization
- Real-time Scoring Updates
- Historical Scoring Data Tracking
- Lead Status Integration
- Integration with Sales Pipeline
- Lead Assignment Based on Score
- Lead Nurturing Strategies Based on Score
- Lead Conversion Prediction
- Performance Analytics
- Custom Reports and Dashboards
- Lead Scoring Notifications
- User Role Permissions for Scoring and Rating
- Import and Export Scoring Data
- Data Filtering Options
- GDPR Compliance Features
- Integration with Email Marketing Platforms
- Integration with CRM Systems
- Compatibility with Perfex CRM Custom Fields
- API Integration for Data Syncing
- Comprehensive Documentation and Support
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