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Customer Center · Core Feature

Customer Grading

Value scoring, ABC tiers & differentiated policies — steer resources precisely

Score customers automatically across multiple dimensions — annual purchase value, purchase frequency, payment punctuality, partnership length and more — to assign them to grade A, B or C. Bind differentiated pricing, terms, service and resource strategies to each grade, with dynamic up/down-grading as the business evolves, so limited resources flow to your highest-value customers.

ABC
Three value tiers
5-dim
Value scoring
Auto
Dynamic up/downgrade
Tiered
Differentiated policies

Product Interface

Customer grades, value scores and differentiated policies at a glance

Customer Center · Customer Grading · Hoobang ERP
Customer Profiles
Customer Grading
Time Zone
Protection
Purchasing
Insights
Customer Grading · All Customers
+ New Grading Rule
Grade A
86
↑ 8
Grade B
312
↑ 15
Grade A Share
68%
↑ 4%
Upgraded
11
↑ 3
CustomerGradeAnnual SpendCreditStatus
Global Tech Ltd.A$1.86MExcellent↑ Upgraded
Pacific TradingB$620KGoodStable
Sunrise ImportsB$480KGoodStable
Maple Co.C$96KFair↓ Downgraded
1Auto rating by value score
2Differentiated policy per grade
3Dynamic up/down-grade alerts

Core Capabilities

From scoring to differentiated operations, around customer value

Multi-dimensional scoring

Weight metrics such as annual purchase value, purchase frequency, payment punctuality, partnership length and credit record to make each customer's value crystal clear.

Automatic ABC tiering

Customers are assigned to grade A, B or C by value score, with grade count and thresholds fully customizable — no more manual, gut-feel rating.

Differentiated policies

Bind each grade to its own pricing discounts, credit limit, payment terms and service-response level; once graded, the matching policy applies automatically.

Dynamic up/downgrade

Value scores are recomputed on a cycle; customers auto-upgrade or downgrade as they cross thresholds, with alerts pushed to the responsible salesperson.

Configurable rules

Scoring dimensions, weights, grades and thresholds are all configured visually; different business lines or regions can run their own grading models, no coding needed.

Grading dashboard

Visualize customer counts, contribution share and up/downgrade trends per grade, helping managers see customer structure and where resources should go.

Use Cases

Flexibly adapts to different business models

01
Precise resource focus

Surface your grade-A customers and prioritize top salespeople, dedicated terms and service — focus on the accounts that contribute the most.

02
Differentiated operations

Match each grade to its own pricing and follow-up cadence — cultivate high-value accounts deeply and run lower-value ones in a standardized way.

03
Churn alert & recovery

A sustained drop in value score triggers a downgrade alert, flagging at-risk key accounts early so you can act and win them back.

Grading Workflow

A closed loop from rule setup to differentiated operations

1
Configure Rules

Set scoring dimensions, weights, grade count and up/down-grade thresholds to define the grading model

2
Auto Scoring

The system aggregates purchase, payment and partnership data and computes each customer's value score by the rules

3
Tier & Assign

Customers are sorted into grade A, B or C by value score, each bound to its differentiated policy and resources

4
Dynamic Ops

Scores are recomputed periodically, auto up/downgrading with alerts, so each customer type is followed up differently

FAQ

Questions you may have

What dimensions drive the automatic grading?

Grading uses multi-dimensional weighted scoring across metrics such as annual purchase value, purchase frequency, payment punctuality, partnership length and credit record. The system computes a value score and assigns each customer to grade A, B or C; rules are fully customizable, with no manual guesswork.

Can different grades have different policies?

Yes. Each grade can be bound to its own pricing discounts, credit limit, payment terms, service-response level and resource-allocation strategy. Once a customer is graded, the matching policy applies automatically, steering limited resources toward your highest-value customers.

Do customer grades upgrade or downgrade automatically?

Yes. The system recomputes value scores on a set cycle and automatically upgrades or downgrades customers when they cross a threshold, pushing an alert to the responsible salesperson so the grade always reflects each customer's latest real value.

Can the grading rules be adjusted flexibly?

Yes. Scoring dimensions, weights, grade count and thresholds are all configured visually, and different business lines or regions can use different grading models. After a rule change, the system re-grades under the new rules with no development required.

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