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Hello,
I'm evaluating CentricCRM for our Web design business. I'm going
through some sample scenarios, and they've brought up a few questions.
The first scenario is receiving a lead, contacting them, setting up a
meeting, and making a sale (I know, it's never that easy, but it's
just a sample). When I get to making a sale, things seem to get a
bit awkward. I start off resolving the meeting from the Contacts
screen. Then, to complete the sale, I have to switch to the Account
screen, create the account, then go back to Contacts to link the
contact to the account. When I view the account in the Accounts
Search screen, the contact person's phone and email don't show up, so
I have to enter them a second time as part of the Account.
Is there an easier way to do this? A way to start off on the
Contact/Activities screen with a call or meeting and convert the
contact to an account when a sale happens? Or is there some other way
of thinking about or using the system that makes this simpler?
The second scenario is a user calls in and reports a bug with their
site. Again, I start off resolving the call, then have to switch over
to the HelpDesk section and continue from there. Is there a way to go
directly from the Contact screen to the Helpdesk screen, essentially
saying "this call was resolved by creating a trouble ticket"?
And is there any guide to using this package? I feel like I'm winging
it with a lot of the tests I'm doing, and I suspect there's an easier
way to do a lot of what I'm doing.
Thanks!
