Comments on: Deconstucting the D-Tools/Zoho CRM System – The D-Tools Lead Qualifying Engine http://www.d-toolsblog.com/crm-wars/deconstucting-the-d-toolszoho-crm-system-the-d-tools-lead-qualifying-engine/ a view from the top Fri, 27 Jan 2012 09:24:32 +0000 hourly 1 http://wordpress.org/?v=3.3.1 By: Good Zoho CRM Implementation Question | D-Tools NewsBlog http://www.d-toolsblog.com/crm-wars/deconstucting-the-d-toolszoho-crm-system-the-d-tools-lead-qualifying-engine/comment-page-1/#comment-3193 Good Zoho CRM Implementation Question | D-Tools NewsBlog Fri, 27 Feb 2009 14:47:12 +0000 http://www.d-toolsblog.com/?p=531#comment-3193 [...] For example you don’t need an email address for an Account just for the Lead and Contact and Pre Qual Scores are just for Leads and dont have any use once the Lead is [...] [...] For example you don’t need an email address for an Account just for the Lead and Contact and Pre Qual Scores are just for Leads and dont have any use once the Lead is [...]

]]> By: d-tools blog » The D-Tools/Zoho CRM System - Good Implementation Question http://www.d-toolsblog.com/crm-wars/deconstucting-the-d-toolszoho-crm-system-the-d-tools-lead-qualifying-engine/comment-page-1/#comment-148 d-tools blog » The D-Tools/Zoho CRM System - Good Implementation Question Fri, 09 Jan 2009 01:25:00 +0000 http://www.d-toolsblog.com/?p=531#comment-148 [...] For example you don’t need an email address for an Account just for the Lead and Contact and Pre Qual Scores are just for Leads and dont have any use once the Lead is [...] [...] For example you don’t need an email address for an Account just for the Lead and Contact and Pre Qual Scores are just for Leads and dont have any use once the Lead is [...]

]]> By: d-tools blog » Don’t Fear the Process http://www.d-toolsblog.com/crm-wars/deconstucting-the-d-toolszoho-crm-system-the-d-tools-lead-qualifying-engine/comment-page-1/#comment-117 d-tools blog » Don’t Fear the Process Mon, 05 Jan 2009 21:12:36 +0000 http://www.d-toolsblog.com/?p=531#comment-117 [...] Adam Stone has taken the time and focus to completely de-construct our initial sales process into a Lead Qualifying Engine. You can read all about our process and how it came about in Adam’s [...] [...] Adam Stone has taken the time and focus to completely de-construct our initial sales process into a Lead Qualifying Engine. You can read all about our process and how it came about in Adam’s [...]

]]> By: Adam Stone http://www.d-toolsblog.com/crm-wars/deconstucting-the-d-toolszoho-crm-system-the-d-tools-lead-qualifying-engine/comment-page-1/#comment-103 Adam Stone Mon, 03 Nov 2008 18:38:24 +0000 http://www.d-toolsblog.com/?p=531#comment-103 I made a small change to the lead qualifying process. Previously I had the SA turn over the lead to the SC when it reached A Qualified. The new process has the SA converting the Lead into an Account, Potential and Contact and then assigning the Account to the SC. This was done so I could get metrics on the performance of the SA's by using the Converted Leads Report under Reports in Zoho CRM I made a small change to the lead qualifying process. Previously I had the SA turn over the lead to the SC when it reached A Qualified. The new process has the SA converting the Lead into an Account, Potential and Contact and then assigning the Account to the SC.

This was done so I could get metrics on the performance of the SA’s by using the Converted Leads Report under Reports in Zoho CRM

]]> By: Adam Stone http://www.d-toolsblog.com/crm-wars/deconstucting-the-d-toolszoho-crm-system-the-d-tools-lead-qualifying-engine/comment-page-1/#comment-22254 Adam Stone Mon, 03 Nov 2008 18:38:00 +0000 http://www.d-toolsblog.com/?p=531#comment-22254 I made a small change to the lead qualifying process. Previously I had the SA turn over the lead to the SC when it reached A Qualified. The new process has the SA converting the Lead into an Account, Potential and Contact and then assigning the Account to the SC. This was done so I could get metrics on the performance of the SA's by using the Converted Leads Report under Reports in Zoho CRM I made a small change to the lead qualifying process. Previously I had the SA turn over the lead to the SC when it reached A Qualified. The new process has the SA converting the Lead into an Account, Potential and Contact and then assigning the Account to the SC.

This was done so I could get metrics on the performance of the SA’s by using the Converted Leads Report under Reports in Zoho CRM

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