Differences
This shows you the differences between two versions of the page.
— |
concept_discussion_-_company_tracking_system [2019/01/30 09:22] (current) |
||
---|---|---|---|
Line 1: | Line 1: | ||
+ | ====== | ||
+ | |||
+ | |||
+ | |||
+ | ===== Disclaimer ===== | ||
+ | |||
+ | |||
+ | |||
+ | < | ||
+ | |||
+ | |||
+ | |||
+ | < | ||
+ | |||
+ | |||
+ | |||
+ | ===== Concept ===== | ||
+ | |||
+ | |||
+ | |||
+ | The **Lead Tracking Feature** in Control is designed to be a simple but effective way to implement your prospecting system. It can be extended to use with customer management, but this discussion will only cover its use in prospect management. | ||
+ | |||
+ | |||
+ | |||
+ | The first aspect in the Lead Tracking Feature in Control is to evaluate salesperson progress. This is done by tracking changes in the Company Stage. In the default configuration, | ||
+ | * Cold Lead | ||
+ | * Warm Lead | ||
+ | * Hot Lead | ||
+ | * Dead | ||
+ | |||
+ | |||
+ | |||
+ | Control' | ||
+ | |||
+ | |||
+ | |||
+ | The second aspect of the Lead Tracking Feature measures is to evaluate the salespersons activity level. Sepcifically, | ||
+ | |||
+ | |||
+ | |||
+ | ===== User Interface Changes ===== | ||
+ | |||
+ | |||
+ | |||
+ | The adaptation requires the user interface changes envisioned in the [[concept_discussion_-_company_stages]]. No additional changes are needed. | ||
+ | |||
+ | |||
+ | |||
+ | ===== Setup ===== | ||
+ | |||
+ | |||
+ | |||
+ | As part of this process, you will need to: | ||
+ | * Setup your Activity Results under System Setup | Result (under Marketing & Activity Manager). Cyrious recommends you use no more than 8 result types. Too many report types make reporting difficult and lead to a "too much choice" | ||
+ | * Setup your Company Stages for prospects. Cyrious recommends you limit this to 5 or fewer categories for meaningful analysis. | ||
+ | * Cyrious recommends you turn on the option to " | ||
+ | |||
+ | |||
+ | |||
+ | ===== Reports ===== | ||
+ | |||
+ | |||
+ | |||
+ | The following reports are included with this feature: | ||
+ | * Salesperson Activity Report | ||
+ | |||
+ | |||
+ | |||
+ | ===== Technical Notes ===== | ||
+ | |||
+ | |||
+ | |||
+ | Additional technical notes: | ||
+ | * None. | ||
+ | |||
+ | |||
+ | |||
+ | ===== Source ===== | ||
+ | |||
+ | |||
+ | |||
+ | Contributor: | ||
+ | |||
+ | |||
+ | |||
+ | Date: 11/2009 | ||
+ | |||
+ | |||
+ | |||
+ | Version: Control 4.4+ | ||
+ | |||
+ | |||
+ | |||