this post was submitted on 29 Feb 2024
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cross-posted from: https://lemmy.world/post/12565350

RE: sales CRMs like salesforce or zoho

Don't expect much of an audience for this on Lemmy, but:

Maybe it's just the places I've worked, but seems like I'm constantly wading through contacts who are gone - I don't want to delete them because the history could be helpful, but seems like there should be a quick, native way to mark them. Maybe once marked those names are grayed out or something.

My one company had a custom field that you could check, but then there was no special handling of those contacts in terms of how they're displayed - just you could use it to exclude results in reports.

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[–] [email protected] -2 points 8 months ago (1 children)

Do you suspect there's a larger reason than they just haven't built in that functionality and don't consider it a priority? What kind of answers are you expecting to get from this community? What reasons have the companies that lacked this feature given you when you asked about it?

[–] [email protected] 3 points 8 months ago (1 children)

To answer your question about answers from this community - I posted in the sales community, which has 20 subscribers, and crossposted to asklemmy. I don't expect most people subscribed to the larger community care or know of CRMs. But I figured it's content, and I want to support lemmy. (and at least it contributes to lemmy appearing in search results)

As for reasons - I can't think of any good ones besides they're printing money and so new features aren't a priority. I suppose also that a lot of sales people aren't the "update records" type of personality so they don't care one way or another. But I'm a process driven person and I care about working efficiently, so it kind of drives me nuts.