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Hi,
New to EspoCRM and new to CRM, I am trying to settle on an approach to be used by me and my colleagues.
There are two main types we envisage:
1. We know / want to contact / hear of a potential customer
2. We want to cold email a bunch of potential customers (e.g. all universities in a region, etc).
I thought we would go for something like:
Situation 1:
a) we create a contact and insert as much administrative info as possible
b) we create a lead based on that contact
c) if no chance of selling, we close the lead ("dead")
d) if chance of selling, we update the lead and/or convert to opportunity?
Situation 2:
a) We create many contacts and a target list containing them
b) We run a campaign with an email template, etc...
c) Positive email responses become lead.. then opportunity?
But it seems it does not completely match "the spirit" of EspoCRM.
In particular:
- It is a bit annoying that we cannot set an organization name when creating a Lead. This is what brings me towards creating a contact as a first step.
- "Convert" the Lead offers me Account, Contact, Opportunity. The fact that there is Contact tells me Lead is supposed to be before Contact but... less practical for us. Or is the idea to avoid filling up the contacts with many many useless and dead leads?
- For situation 2, would it make more sense to build a target list made of Leads when it is for new prospection (like ;y example above) and build it out of Contacts when it is a campaign where one recontacts let's say existing contacts?
Thanks,
Olivier.
New to EspoCRM and new to CRM, I am trying to settle on an approach to be used by me and my colleagues.
There are two main types we envisage:
1. We know / want to contact / hear of a potential customer
2. We want to cold email a bunch of potential customers (e.g. all universities in a region, etc).
I thought we would go for something like:
Situation 1:
a) we create a contact and insert as much administrative info as possible
b) we create a lead based on that contact
c) if no chance of selling, we close the lead ("dead")
d) if chance of selling, we update the lead and/or convert to opportunity?
Situation 2:
a) We create many contacts and a target list containing them
b) We run a campaign with an email template, etc...
c) Positive email responses become lead.. then opportunity?
But it seems it does not completely match "the spirit" of EspoCRM.
In particular:
- It is a bit annoying that we cannot set an organization name when creating a Lead. This is what brings me towards creating a contact as a first step.
- "Convert" the Lead offers me Account, Contact, Opportunity. The fact that there is Contact tells me Lead is supposed to be before Contact but... less practical for us. Or is the idea to avoid filling up the contacts with many many useless and dead leads?
- For situation 2, would it make more sense to build a target list made of Leads when it is for new prospection (like ;y example above) and build it out of Contacts when it is a campaign where one recontacts let's say existing contacts?
Thanks,
Olivier.
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