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Editing Account Causes Sales Rep to Loose Place


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#1 dscherer

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Posted 10 September 2013 - 02:00 PM

Our sales reps started to use Zurmo on Friday as part of a 6-month test drive and one of their biggest issues, and for them adoption hurdles moving from Excel, is that every time they make a call, and therefore open an account to edit or comment, they loose their place is the list view and have to go find where they left off again.

 

Their suggestion:

 

They would like to see in-line edit capabilities, or a way to not loose the position on the page they were at. They wouldn't mind leaving the account list as much if at the very least when they came back it was where they were when they clicked through to an account. These guys spend a week calling around a zip code, tapping leads/companies for a meeting, then spend the next week flying out and visiting with them to explain the program.

 

Is there a way to do this now? A workaround that doesn't get too complicated or time-/click-consuming?

They're aware that the last search filter is sticky, and they like that. They are addressing specifically their place within that page.



#2 raysto

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Posted 10 September 2013 - 02:09 PM

Our sales reps started to use Zurmo on Friday as part of a 6-month test drive and one of their biggest issues, and for them adoption hurdles moving from Excel, is that every time they make a call, and therefore open an account to edit or comment, they loose their place is the list view and have to go find where they left off again.

 

Their suggestion:

 

They would like to see in-line edit capabilities, or a way to not loose the position on the page they were at. They wouldn't mind leaving the account list as much if at the very least when they came back it was where they were when they clicked through to an account. These guys spend a week calling around a zip code, tapping leads/companies for a meeting, then spend the next week flying out and visiting with them to explain the program.

 

Is there a way to do this now? A workaround that doesn't get too complicated or time-/click-consuming?

They're aware that the last search filter is sticky, and they like that. They are addressing specifically their place within that page.

Inline editing will be part of our Q4 release: http://zurmo.org/roadmap. That might solve the problem.


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#3 dscherer

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Posted 30 September 2013 - 09:04 PM

Will the ability to add a comment from this view also be supported with this? Or an optional Modal view of the account/contact that we can enable?

The biggest push-back I'm getting right now is that they can do their cold calling from the Excel sheet faster than from Zurmo. They also seem to think that open source means they can just get whatever the hell they want from me in a few short hours of work (yeah, right).

 

The problem with that is they each have their excel sheets setup differently and when we rotate territories or add/remove reps from our sales team, it's a headache for our VP of Sales to figure out what they were doing with their leads (typically you don't call up former employees and ask them to walk you through what they were doing before they left).






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