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.

  • PostnataleAbtreibung@lemmy.world
    0·
    9 months ago

    I am probably the person who decides the strategy and gives the order to implement it.

    So, why would i want it? For many reasons, but one is activity history. I have this person in my CRM for a reason. And the person probably has been visited already. So i can lookup previous calls (maybe even from a different sales representative).

    Another thing - if your contact changes, you presume the next role will be either something similar or a bit up. Time to visit an old friend, i guess, and tie your bond again.

    Expense and sample tracking was another reason, as my market is strictly regulated and a person cannot recieve more than a certain amount per year.

    • LesserAbe@lemmy.worldOP
      0·
      9 months ago

      Ah, I think we’re talking past each other.

      I don’t mean that the contact should be deleted, I think it should still be in the database. For the reason you said, so you can see the history of activity. But I’m saying there should be a way to mark they’re not at that organization anymore. A one click button that flags them as past employee rather than active - and then those contacts are still in the database but displayed differently to make it easier for the sale team to direct their attention.

      • jordanlund@lemmy.world
        0·
        9 months ago

        If the data on the contact, email address, phone, cell phone, is all tied to their former company, and they are no longer with that company, the data is useless and they should be deleted.