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How to deal with contacts/ leads that are interested in multiple products/ services RRS feed

  • Question

  • What is best practice if an existing contact/ lead is also interested in other offers of your company. Do you work with campaign responses are do you double key in the details again into the leads area of CRM (with the danger of having the same contact in several times)
    Friday, February 12, 2010 3:11 PM

Answers

  • One way to do it would be to record each indication of interest as a lead or opportunity. If you're doing it as a lead, when converting, you'd tick the opportunity for an existing customer option. If you're storing them as opportunities, just store multiple opportunities against the account/contact and close them as the deals are finalised.

    Leon Tribe

    Want to hear me talk about all things CRM? Check out my blog

    http://leontribe.blogspot.com/

    or hear me tweet @leontribe
    Want to hear me talk about all things CRM? Check out my blog http://leontribe.blogspot.com/ or hear me tweet @leontribe
    Saturday, February 13, 2010 7:58 AM

All replies

  • One way to do it would be to record each indication of interest as a lead or opportunity. If you're doing it as a lead, when converting, you'd tick the opportunity for an existing customer option. If you're storing them as opportunities, just store multiple opportunities against the account/contact and close them as the deals are finalised.

    Leon Tribe

    Want to hear me talk about all things CRM? Check out my blog

    http://leontribe.blogspot.com/

    or hear me tweet @leontribe
    Want to hear me talk about all things CRM? Check out my blog http://leontribe.blogspot.com/ or hear me tweet @leontribe
    Saturday, February 13, 2010 7:58 AM
  • Same issue here -- Most of our customers come in as leads, to date we have left all of them as leads and not promoted them.  However we are now running into the problem described above.  We see no reason to use the opportunity entity or products or invoices etc.  Just need to track multiple leads to a single contact.  And then track the lines of business/leads that we close for that contact.  Any way to accomplish this with just leads and contacts, or do we need to complicate our business practices and promote to opportunities in order to relate multiple potential sales to a single person or company?  I think the other issue is that if we create multiple leads for the same prospect, the duplication detection and tracking might become a problem?

    Thanks for the insight.

    Wednesday, April 7, 2010 6:00 PM
  • I have another Issue. Say I have 3 contacts A,B and C under Company XYZ. I created an opportunitWithin account XYZ. Now I need to connect or link or assign this opportunity to the contact B So that when I view the opportunities ,I can see the account name XYZ as well as the contact name of that company who is the contact person for this opportunity

    How do I get it. Any thoughts will be helpful Thanks.

    Pf


    pf
    Monday, May 2, 2011 9:02 PM
  • Firstly Apagel. I would abandon the Lead entity, use the Opportunity entity and simplify the form, as required.

    For pearsef, you just need to add a new 1:N relationship from the contact to the opportunity. If it is 2011, you can also set up a filter on the lookup to restrict it to just the customer contacts.

    Leon Tribe

    Want to hear me talk about all things CRM? Check out my blog

    http://leontribe.blogspot.com/

    or hear me tweet http://www.twitter.com/leontribe


    Want to hear me talk about all things CRM? Check out my blog http://leontribe.blogspot.com/ or hear me tweet @leontribe
    • Proposed as answer by Leon TribeMVP Sunday, May 8, 2011 8:55 AM
    Sunday, May 8, 2011 8:55 AM
  • Thanks Leon Tribe
    pf
    Monday, June 20, 2011 7:26 PM