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·
    7 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·
      7 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.