Sugar Record Scoring Module for SugarCRM

Brings the most important records into focus!

Records Scoring makes using SugarCRM more efficient by focusing on most promising records from any module (Leads, Opportunities, Accounts, Contacts or any other default or custom module). Set up rules quickly and easily, and rate your records with a score ranging from 0 to 100.

Increase sales efficiency and effectiveness

Use Sugar Record Scoring to filter out the records you need to focus on. Model your ideal customer and score everybody based on that model.

Configurable scoring rules

Learn as you go and change the scoring rules accordingly. When you discover that most recent sales have something in common, modify your scores calculation to take that property into consideration.

Make informed decisions

The score system will help you determine the best course of action for that record. Build your business rules around the automated scoring system so you don’t have to think what the next action is.

Records of any module can be scored

You can score records from any default or custom module. If you’re trying to concentrate on leads from certain area, accounts with high employees count or opportunities with probability greater than 50%, you will be able to score and sort them all.

Record score is sortable number

Recording score is a number ranging from 0 to 100, and it supports sorting and showing in reports like any other number. You can easily choose to focus on the most promising prospects (highest scored records) or to nurture lower scored records.

Automated recalculation

Each new record will be scored (per your configuration) after it is saved. Same goes for edited records, if a field that’s part of score configuration changes the record will also be updated with new score. If the configuration itself is changed, all records will be recalculated.

Make prospecting easy

Prospecting is a vital part of the sales process and it is constantly done by your business development representatives. Make their work easier with the scoring solution.

Find qualified records

A qualified lead is someone who could become a potential customer to you, based on criteria and identifying information that they have freely provided. Using record scoring makes finding qualified leads easy and efficient. Research shows that only up to 25% of all leads are qualified, so save up time and money by filtering them out right away.

Sugar Record Scoring - Increase your sales and marketing efforts by scoring SugarCRM records

Pricing for Sugar Record Scoring

Sugar Record Scoring allows you data-driven way of aligning your internal resources against people or companies that are most ready to engage with you.

Align marketing and sales resources
Help your team focus on contacts or companies that are ready to engage
Unlimited number of user
Supports SugarCRM 8.0+ and above
Supports On-demand and On-premise installation

per MONTH with unlimited users

per YEAR with unlimited users

Request a Free Demo

Schedule a live demo at your convenience. Our product specialists will answer all your questions and help you install and set up the module.

See how 38 Elements can help your business be more efficient.

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