The Perfect CRM is also a reverse social networkReverse social network social network social interaction client management
Posted 08 February 2012 - 01:28 PM
This means it tracks not who you know, but rather who knows you. Each contact screen would show not just your firm’s responsible party (assigned user), but who else in your company knows this contact and what their interactions with this person were.
For example, your screen on Skanska would tell you who in your organization has contacts at Skanska, and what interactions they have had with those contacts. I expect this information will be available in the crm but I wonder how it will be presented to the user to make it intuitive.
What i mean by intuitive is, does the display encourage/prompt/guide the user to make use of the information they see on screen or is the responsibility on them to dig in and find it? I agree that this is often a barrier in user adoption so it would be nice to tackle this early.
Posted 08 February 2012 - 08:44 PM
This list would show you other users who have historical activities associated to the contact, emails, meetings, calls, etc. Maybe the list could be sorted by who has had the most activity. I can really see this being useful rather than just expecting users to sift the history notes for the same information. What do you think??
Posted 10 February 2012 - 04:27 PM
What would be great to see from Zurmo is some of this thought leadership weaved into the basic SFA use cases currently implemented in the system.
Posted 23 January 2013 - 05:13 PM
I have proposed exactly the same recently.
It's very important for sales to know who is contact with whom in a client where already. Ideally with import from the existing social networks members are part of. You can build some new metrics based on top of that.
Also tagged with one or more of these keywords: Reverse social network, social network, social, interaction, client management
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