this post was submitted on 29 Feb 2024
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cross-posted from: https://lemmy.world/post/12565350

RE: sales CRMs like salesforce or zoho

Don't expect much of an audience for this on Lemmy, but:

Maybe it's just the places I've worked, but seems like I'm constantly wading through contacts who are gone - I don't want to delete them because the history could be helpful, but seems like there should be a quick, native way to mark them. Maybe once marked those names are grayed out or something.

My one company had a custom field that you could check, but then there was no special handling of those contacts in terms of how they're displayed - just you could use it to exclude results in reports.

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[–] PostnataleAbtreibung@lemmy.world 9 points 6 months ago (11 children)

This highly depends on the philosophy of the CRM. But in most of the companies i worked for this is actually a desired thing. But this is for companies who track persons/individuals.

The thing is: it sometimes is hard to track and keep the record up to date, even if you have a data broker involved.

So either the company lost track of this individual or doesn’t care about individuals and only keeps track of the „responsible person“.

[–] LesserAbe@lemmy.world 4 points 6 months ago (7 children)

In your companies where this was considered desirable, what was the reason?

Your second line is why I think it's a needed feature - as a salesperson if I open an account and look for the best contacts, I'm going to find of all the people listed a ton of them aren't there anymore.

Once I've done the work of looking up their linkedin or whatever, it would be great if there was a one click button to store that knowledge for future sales reps (and my future self).

Instead I have the option to 1) delete the contact - not desirable because would be good to know what previous conversations we had with them or 2) modify the contact record in some way to store that information.

Which I do now, but it's cumbersome (I replace the title with an "x" and put their old title and email in the description field, so hopefully they're not getting a bunch of hard bounces if added to marketing emails) and the changes I make are ad hoc, other people may not know that my notations mean the contact isn't there anymore, and it doesn't make skimming a list of people easier in terms of directing attention.

[–] PostnataleAbtreibung@lemmy.world 2 points 6 months ago

Oh, and some tips regarding getting this functionality. It might be already implemented but you don’t know about that or don’t have the rights. Open s ticket and ask support.

But i guess nobody actually thought about it. Ask your peers if they find it useful as well. The more the merrier. (First question the GM or ceo asks me: is is relevant?). If so, get your regional manager involved. Maybe you have „power user“ for the crm, get them involved, too.

Then contact your crm manager and discuss this idea. It might even be a nice project that looks good on your resume or development plan.

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