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Opportunites or Groups for tracking large numbers of contacts?

New Member
Posts: 2
Country: USA

Opportunites or Groups for tracking large numbers of contacts?

Hi,

 

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?

 

  

Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Opportunites or Groups for tracking large numbers of contacts?

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.

New Member
Posts: 2
Country: USA

Re: Opportunites or Groups for tracking large numbers of contacts?

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?

 

 

Thanks!

marty