{"id":5762,"date":"2017-03-07T22:42:49","date_gmt":"2017-03-08T06:42:49","guid":{"rendered":"https:\/\/www.vtiger.com\/blog\/?p=5762"},"modified":"2017-03-07T22:42:49","modified_gmt":"2017-03-08T06:42:49","slug":"identify-your-most-valuable-customers-with-vtigers-new-profile-scores","status":"publish","type":"post","link":"https:\/\/www.vtiger.com\/blog\/identify-your-most-valuable-customers-with-vtigers-new-profile-scores\/","title":{"rendered":"Identify your most valuable customers with Vtiger\u2019s new Profile Scores"},"content":{"rendered":"<p>Your sales team gets a list of 1000 leads. How can they quickly separate the wheat from the chaff and identify the best leads to work with? By using Vtiger\u2019s new <a href=\"https:\/\/www.vtiger.com\/docs\/profile-score\">profile scores<\/a>, of course! Vtiger now scores contacts and organizations\u2019 attractiveness to a business based on the characteristics in their CRM records. It then places a star or numerical rating next to each contact and organization so that sales teams know how to prioritize engaging with them.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/files.vtiger.com\/static\/helpmenow\/profile_scoring\/pro.png\" width=\"842\" height=\"583\" alt=\"\" class=\"alignnone size-full\" \/><\/p>\n<p>Profile scoring can be done on two key CRM records &#8211; contacts and organizations.<\/p>\n<p>If you sell to consumers your scoring criteria will likely only include contact scoring. Scoring here works as follows &#8211; let\u2019s say, for example, that you are a business selling high end designer wear and and most of your sales come from female adult living in the vicinity of your store. Now that you know your ideal customer, configure profile scores for contacts by setting highest score for fields: Gender = Female, Age = 20 &#8211; 30, City = Greenville; and assign subsequent lower scores to other possible values.<\/p>\n<p>If you sell to businesses, you might also set up organization scores. That way, if your products and services are best suited to an organization in the manufacturing industry with 100-500 employees, you can assign a high score for these values and fields, and lower scores to other possible values. These in turn reflect in the overall score given to an organization.<\/p>\n<p>Once your scoring is set up, Vtiger automatically rates all contacts and organizations on a 5-star system. Those that are more similar to the ideal profile will get closer to a 5-star rating, than those that aren\u2019t. This helps salespeople identify which leads to engage at a glance.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/voeyenew.vtiger.com\/s\/wp-content\/uploads\/2017\/03\/Profile-rating-1.png\" alt=\"profile-rating\" width=\"298\" height=\"156\" class=\"aligncenter size-full wp-image-5766\" \/><\/p>\n<p>The whole purpose of profile scoring is to enable your sales team to focus on your most valuable leads. Let\u2019s illustrate this point with an example. Say you receive a hundred leads every day through web form submissions on your website. The web form asks for information like the lead\u2019s role, industry, company size, and the number of employees in the company. Vtiger creates a contact in the CRM for every web form submission, importing all of the relevant information. With profile scoring set up, each contact created is automatically scored and assigned a star rating. When your sales associate sees his list of assigned contacts, their star ratings help prioritize which contacts to follow up on. Those ratings can evolve based on new information &#8211; like if the associate contacted two leads with the same 3-star rating, and after the contact marks one lead\u2019s status as \u201cHot\u201d and another as \u201cCold\u201d. Vtiger instantly adjusts their star rating to reflect the new information with the\u201cHot\u201d lead getting a higher rating than the \u201cCold\u201d lead. This ensures that your sales associates are always focused on high-value contacts.<\/p>\n<p>Want to learn how to set your ideal customer profile score? Read our <a href=\"https:\/\/www.vtiger.com\/docs\/profile-score\">Profile Score documentation<\/a>. For more information or assistance feel free to drop a comment or call us at support@vtiger.com<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Your sales team gets a list of 1000 leads. How can they quickly separate the wheat from the chaff and identify the best leads to work with? By using Vtiger\u2019s new profile scores, of course! Vtiger now scores contacts and organizations\u2019 attractiveness to a business based on the characteristics in their CRM records. It then&hellip;&nbsp;<a href=\"https:\/\/www.vtiger.com\/blog\/identify-your-most-valuable-customers-with-vtigers-new-profile-scores\/\" class=\"\" rel=\"bookmark\">.<span class=\"screen-reader-text\">Identify your most valuable customers with Vtiger\u2019s new Profile Scores<\/span><\/a><\/p>\n","protected":false},"author":29,"featured_media":5764,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_eb_attr":"","neve_meta_sidebar":"","neve_meta_container":"","neve_meta_enable_content_width":"","neve_meta_content_width":0,"neve_meta_title_alignment":"","neve_meta_author_avatar":"","neve_post_elements_order":"","neve_meta_disable_header":"","neve_meta_disable_footer":"","neve_meta_disable_title":"","neve_meta_reading_time":"","_themeisle_gutenberg_block_has_review":false,"_ti_tpc_template_sync":false,"_ti_tpc_template_id":"","footnotes":""},"categories":[3],"tags":[],"class_list":["post-5762","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-all"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v21.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Identify your most valuable customers with Vtiger\u2019s new Profile Scores - Vtiger CRM Blog<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.vtiger.com\/blog\/identify-your-most-valuable-customers-with-vtigers-new-profile-scores\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Identify your most valuable customers with Vtiger\u2019s new Profile Scores - Vtiger CRM Blog\" \/>\n<meta property=\"og:description\" content=\"Your sales team gets a list of 1000 leads. How can they quickly separate the wheat from the chaff and identify the best leads to work with? By using Vtiger\u2019s new profile scores, of course! Vtiger now scores contacts and organizations\u2019 attractiveness to a business based on the characteristics in their CRM records. It then&hellip;&nbsp;.Identify your most valuable customers with Vtiger\u2019s new Profile Scores\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.vtiger.com\/blog\/identify-your-most-valuable-customers-with-vtigers-new-profile-scores\/\" \/>\n<meta property=\"og:site_name\" content=\"Vtiger CRM Blog\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/vtiger\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.vtiger.com\/blog\/wp-content\/uploads\/2017\/03\/Profile_scores-1.png\" \/>\n\t<meta property=\"og:image:width\" content=\"800\" \/>\n\t<meta property=\"og:image:height\" content=\"290\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"Shree Krupa K\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@vtigercrm\" \/>\n<meta name=\"twitter:site\" content=\"@vtigercrm\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Shree Krupa K\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"3 minutes\" \/>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Identify your most valuable customers with Vtiger\u2019s new Profile Scores - Vtiger CRM Blog","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.vtiger.com\/blog\/identify-your-most-valuable-customers-with-vtigers-new-profile-scores\/","og_locale":"en_US","og_type":"article","og_title":"Identify your most valuable customers with Vtiger\u2019s new Profile Scores - Vtiger CRM Blog","og_description":"Your sales team gets a list of 1000 leads. 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It then&hellip;&nbsp;.Identify your most valuable customers with Vtiger\u2019s new Profile Scores","og_url":"https:\/\/www.vtiger.com\/blog\/identify-your-most-valuable-customers-with-vtigers-new-profile-scores\/","og_site_name":"Vtiger CRM Blog","article_publisher":"https:\/\/www.facebook.com\/vtiger","og_image":[{"width":800,"height":290,"url":"https:\/\/www.vtiger.com\/blog\/wp-content\/uploads\/2017\/03\/Profile_scores-1.png","type":"image\/png"}],"author":"Shree Krupa K","twitter_card":"summary_large_image","twitter_creator":"@vtigercrm","twitter_site":"@vtigercrm","twitter_misc":{"Written by":"Shree Krupa K","Est. reading time":"3 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/www.vtiger.com\/blog\/identify-your-most-valuable-customers-with-vtigers-new-profile-scores\/#article","isPartOf":{"@id":"https:\/\/www.vtiger.com\/blog\/identify-your-most-valuable-customers-with-vtigers-new-profile-scores\/"},"author":{"name":"Shree Krupa K","@id":"https:\/\/www.vtiger.com\/blog\/#\/schema\/person\/64f2d2251c4434e5ee72213f107edce6"},"headline":"Identify your most valuable customers with Vtiger\u2019s new Profile Scores","dateModified":"2017-03-08T06:42:49+00:00","mainEntityOfPage":{"@id":"https:\/\/www.vtiger.com\/blog\/identify-your-most-valuable-customers-with-vtigers-new-profile-scores\/"},"wordCount":523,"commentCount":0,"publisher":{"@id":"https:\/\/www.vtiger.com\/blog\/#organization"},"articleSection":["All"],"inLanguage":"en-US"},{"@type":"WebPage","@id":"https:\/\/www.vtiger.com\/blog\/identify-your-most-valuable-customers-with-vtigers-new-profile-scores\/","url":"https:\/\/www.vtiger.com\/blog\/identify-your-most-valuable-customers-with-vtigers-new-profile-scores\/","name":"Identify your most valuable customers with Vtiger\u2019s new Profile Scores - 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