Generic Automated Lead Ranking in Dynamics CRM
Royi Ronen, Hilik Berezin, Rotem Preizler, Gopal Kasturi, AJ Ezzour, Sayalee Bhanavase, Edan Hauon, Oron Nir · 2021
We developed a generic framework which enables Customer Relationship Management (CRM) organizations to deploy an automated ranking system for leads (commonly known as ‘lead scoring’). Leads are records that represent non-customers who might become customers. Lead ranking is a fundamental CRM problem with many flavors. Ranking serves as a prioritization management tool for CRM organizations, with many characteristics similar to those of recommender systems.