Ideas for Acumatica

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Enabling lead scoring

Hi:

Having a lead scoring feature helps focusing on the top leads. We can implement this today using business classes, opportunity classes, attributes and using a general inquiry. But why not make it a standard feature of Acumatica CRM leads. 

A nice example is done by ZOHO CRM using Artificial Intelligence. Check out the following weblink:

https://zoho.campaign-view.com/ua/viewinbrowser?od=11287eca327b69&rd=1746c422184a&sd=1746c420df15&n=11699e4c34d5437&mrd=1746c420df07&m=1

And please, please integrate ZOHO CRM with the social media: LinkedIN, twitter, slack, google+

Thanks for your attention. Please vote

Toon SIx

Internet Customer Solutions

www.intercs.com 

toonsix@intercs.com

 

  • Toon Six
  • Mar 31 2017
  • Future consideration
CRM
  • Attach files
  • dan_00 commented
    21 Sep, 2017 07:34am

    a lead scoring feature would be great.

     

    a possible way of lead scoring is that leads are scored depending on what marketing material they open from their inbox, e.g. click on a email link and they get 10 points, once they get to 50 points a task is created for a salesperson to give them a call.

     

    by the the way Acumatica says on https://www.acumatica.com/blog/a-day-in-the-life-of-a-company-running-on-acumatica/ that "Sales will find greater success with scored leads, communication history and lists segmented based on prospect interest." So...wheres the scored leads??