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Going back to CRM basics this month… The Lead Source field is a standard in the Lead, Account, Contact and Deal modules.  It is intended to represent your quiver of marketing strategies used to find leads.  If you use this field as its intended, in conjunction with the “Type” field in the Deal module,  you can get great feedback on how much new business is brought in by the varying marketing strategies, and make the necessary adjustments to put more time and energy into techniques that work and less on ones that don’t.

ALWAYS mark a new lead with a lead source, and make sure the Lead source field is mapped into at the very least the Deal module.

ALWAYS indicate whether a Deal Type is “New Business” or “Existing Business”.

If you do these two things – you can then pull a DEAL Summary report for all Closed Won deals within a specified timeframe, group by Lead Source, and Sum Amount.  This will show you the $ amounts won via each marketing strategy employed over the specified timeframe!

To take this one step further, you can throw Campaigns into the mix!  If your marketing is campaign driven, you can also mark each Lead/Deal with a Campaign Source – then you can pull a similar report, but instead of Lead Sources, use Campaign source instead.  This gives you ROI on all of your marketing campaigns!

Summer ’18 introduced us to the Kanban and split screen views for activities (tasks) in Salesforce.  While I prefer the Kanban (allows for a drag and drop of status), the split view allows you to see the notes/descriptions of each of your activities.   Read More

As you know, Zoho has a whole suite of products that help you run your businesses.  Have you dabbled with Zoho Survey yet?  Did you know that is super easy to integrate CRM and Survey to send and Track Surveys?  Here’s how…

• Step 1 – if you don’t have one already,  set up your Zoho Survey Account (survey.zoho.com)
• Step 2 – Visit the CRM Marketplace, click Zoho, click Enable button in the Zoho Survey Box (Setup now)
• Step 3 – Create your Survey in Zoho Survey
• Step 4: *Option* – create companion fields in your CRM to “catch” your customer’s survey answers
• Step 5: In Zoho Survey, with your Survey open, click the Integration Tab and map your survey questions to your CRM fields.
• Step 6: Publish your Survey

IN CRM – 

• Step 7: Create an Email Template and include a link to your survey
  • Click the survey button in the template editor (shown above)
  • select the survey from the drop down list (if its not there -be sure you published it!)
  • Option to add display text, then click Insert.
  • Save the template, then send emails using the mass email tool!

It used to be that when you imported/migrated records into Zoho CRM, the underlying pick list values would not be changed.  That is, when importing a record having a value for a field that was not on the current option set, the field would be set to the value of the incoming data, but the option set would not be updated.    Recently this has changed, and now the option sets DO get updated.  So be sure to clean up your data prior to import or those pick lists could get really long!

Did you know that you can pick a different color for each pending item you make in GoldMine? Much like changing the field label color, this can be used to indicate priority or critical items. For example, I’ve seen service departments use red appointments to indicate that this cannot be rescheduled and blue for those that can.

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Did you know you can easily convert any Additional Contact to it’s own Primary Contact?

1.  Within the Additional Contacts tab, right-click on the contact in question.
2. Select Options | Convert to record.

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