Ask Lemmy
A Fediverse community for open-ended, thought provoking questions
Rules: (interactive)
1) Be nice and; have fun
Doxxing, trolling, sealioning, racism, and toxicity are not welcomed in AskLemmy. Remember what your mother said: if you can't say something nice, don't say anything at all. In addition, the site-wide Lemmy.world terms of service also apply here. Please familiarize yourself with them
2) All posts must end with a '?'
This is sort of like Jeopardy. Please phrase all post titles in the form of a proper question ending with ?
3) No spam
Please do not flood the community with nonsense. Actual suspected spammers will be banned on site. No astroturfing.
4) NSFW is okay, within reason
Just remember to tag posts with either a content warning or a [NSFW] tag. Overtly sexual posts are not allowed, please direct them to either [email protected] or [email protected].
NSFW comments should be restricted to posts tagged [NSFW].
5) This is not a support community.
It is not a place for 'how do I?', type questions.
If you have any questions regarding the site itself or would like to report a community, please direct them to Lemmy.world Support or email [email protected]. For other questions check our partnered communities list, or use the search function.
6) No US Politics.
Please don't post about current US Politics. If you need to do this, try [email protected] or [email protected]
Reminder: The terms of service apply here too.
Partnered Communities:
Logo design credit goes to: tubbadu
view the rest of the comments
This highly depends on the philosophy of the CRM. But in most of the companies i worked for this is actually a desired thing. But this is for companies who track persons/individuals.
The thing is: it sometimes is hard to track and keep the record up to date, even if you have a data broker involved.
So either the company lost track of this individual or doesn’t care about individuals and only keeps track of the „responsible person“.
In your companies where this was considered desirable, what was the reason?
Your second line is why I think it's a needed feature - as a salesperson if I open an account and look for the best contacts, I'm going to find of all the people listed a ton of them aren't there anymore.
Once I've done the work of looking up their linkedin or whatever, it would be great if there was a one click button to store that knowledge for future sales reps (and my future self).
Instead I have the option to 1) delete the contact - not desirable because would be good to know what previous conversations we had with them or 2) modify the contact record in some way to store that information.
Which I do now, but it's cumbersome (I replace the title with an "x" and put their old title and email in the description field, so hopefully they're not getting a bunch of hard bounces if added to marketing emails) and the changes I make are ad hoc, other people may not know that my notations mean the contact isn't there anymore, and it doesn't make skimming a list of people easier in terms of directing attention.
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.