• 3 Posts
  • 30 Comments
Joined 1 year ago
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Cake day: July 4th, 2023

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  • 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.


  • 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.