09-25-2008 04:19 PM
So I have 500 business leads.
As I call them, the answer is:
1) "No, Never" or 2) "I would be new to your product, but send me some literature" 3)" I use a competitor, but send me literature" 4) "I received your literature, let's talk about it more" (this can be iterative) Then, they go to "No, Never" or "5) Yes, I'll try it"
THen, they go to a different sequence of 6) "Training" 7) "started Ordering and Happy"
Option 1: I can set up a Group with Sub-groups under it. I can create dynamic group based on a status.
Then, I can call and mail people in the different sub-groups, using Activities to keep track of when I should follow-up by phone.
Option2: I can use an Opportunity, and change the STAGE, and then OPEN and CLOSE using the WON / LOST.
I have all the Durkin Products.
Any ideas on which is the better methods of keeping track of LARGE numbers of potential customers, and current customers?
09-26-2008 08:05 AM
It would probably be easier to just use a field with a drop-down for 1-4... if you want Groups, you can use Group Rules to automatically add contacts to the Groups based on the field.
Then 5 creates the opportunity as you might know which product, what volume and how likely to close.
10-10-2008 05:59 AM
When creating a Sales Process, I am undecided whose actions I should the steps:
1- Call Potential client
2- Send out literature
3- Literature sent- client is reviewing
4- 1st follow up call
5- client is thinking
6- 2nd follow up call
7- send contract
8 - SENT contract -waiting for signature
9- received signed contract
10 call to set up training date
11- training date set
12 training completed
13 waiting for first order.
14 ordering and happy.
Some of therse would be actions with dates. SOme of these would be Status.
Can you help me decide?