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Paul Garcia
Joined May 16, 2021
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Last activity Oct 22, 2021
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Latest activity by Paul Garcia
Paul Garcia created a post,
Right now the standard fields for social media links of a contact/lead include Skype (not social media), LinkedIn, Twitter, and Facebook. Where's Instagram? I appreciate that FB/IG are now the same company, but the user handle for FB does not have to be the same for IG. There are also other very widely used platforms like YouTube, WeChat, QQ, Reddit, all with way higher number of users than Twitter. Businesses are increasingly using social media platforms like Instagram. If we're talking about contact links, a huge number of our international clients give us their Whatsapp number.
Perhaps the quick contact links need an overhaul. My suggestion would be to make these all available in standard fields like FB and LI are now, but in setup, let users choose which links they want to enable for their org so there aren't 20 quick contact fields to fill in if you're not going to use them. For example, I don't need someone's Skype or Twitter info because we use neither, but I do need their Instagram because we have over 10,000 prospects who engage with us in that channel.
Posted May 14, 2021 · Paul Garcia
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Paul Garcia commented,
@Mike, we map those conditional automations into our email marketing tool instead of CRM, since most CRMs don't like to be in the emailing business, especially when it is triggered by metrics that the CRM won't track. But for things that are straight templated series, it is convenient to have Sell do some things.
View comment · Posted May 06, 2021 · Paul Garcia
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Paul Garcia commented,
A use case for sequences with contacts could be a new customer orientation or onboarding series. Yes, triggers would be helpful, but would likely all need to be based on custom data since there's very little in standard Sell fields that would serve as a logical trigger.
View comment · Posted May 06, 2021 · Paul Garcia
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Paul Garcia commented,
If this is implemented, the same kind of inclusion plus exclusion should be added to tags in Notes.
View comment · Posted Apr 16, 2021 · Paul Garcia
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Paul Garcia created a post,
I'm looking for the best way to record automated lead activity in Sell. By automated I mean web site actions including things such as downloading a brochure or white paper, requesting more information, filling out a contact form, things like that. I have tools that let me put information into Sell like lead source into the standard source field, create a new lead, update an existing lead. The important part of how I record this activity is being able to report on it later. A single lead might have several of these web actions I want to track or make decisions on as a group having performed the same web site action.
My concern is that if I put in the information (downloaded WhitePaper #3) as contents of a Note, I can't generate a report to show me all the leads who have performed the same activity. I can see it in the individual lead card, but not across all leads. Changing the Source field isn't an option because I still need to know how they first became a lead, not change it every time they fill out a different web form and displace the previous source. I could create a completed Task, but still couldn't create a report that only shows me tasks with the same label. I could tag a Note, but then I can only filter tags within a lead card instead of creating a report of all leads with notes having that tag. And the number of tags could get quickly out of hand. I don't want to use regular tags because that's already gotten out of control with the number of possible tags, and it litters the left side of the lead card to the point I don't even look at the tags anymore.
What are my options? What are other people doing?
Similarly I might have a source like "Webinar attendee" but where do I keep track of which webinars they attended? How can I pick all the leads who attended one specific webinar out of 50 possible webinars? How do I track the individual non-sales-rep actions without adding 50 tags?
Posted Apr 07, 2021 · Paul Garcia
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Paul Garcia commented,
I agree that backdating calls is important too. Few reps use ZDS on mobile and may not catch up with their data recording until days after occurrence to mark visits, calls, and other activities. Then if they are looking for something by calendar date, it's wrong. Or if they communicate with a client and look at activity history to say when it happened, it's wrong again.
But, as for considering Notes communication, I think the issue for us is that there isn't a subject for the Note. I can't search the content of notes to make a report, they're all just notes. I compare this to the SFDC "log a call" option, which is log an action (which might be a call or something else). When logging (as in a note), the inability to set the subject puts all notes on equal terms. Yes, I can tag notes, but again, that's only visible within a single lead/contact. What if the activity I want to log in Notes is automated, like a specific brochure download. It's not really what a Note is in Sell, but there's no other place to record it. And then there's no way to label it outside the body of the note for what it is, other than a tag (again not reportable or smart listable).
Here's a common scenario for us. We exhibit at a lot of trade events. One of our partners hosts 4-5 events a year and we go to all of them. The source of a lead is the name of the partner. Which events they attended go into Notes because I can't have 5 sources if the lead attends 5 events and visits our booth at each event. Because notes aren't communication, and our salesperson doesn't visit the lead, where does the activity go? Is it a completed Task? Is it a Visit? Is it a tagged Note? Is it a Call?
I think this thread started by trying to figure out what makes it possible to report or track activity, and it's complicated by that where activity gets logged ends up being Notes for anything that doesn't have another logical place that makes it accessible in a report.
View comment · Posted Apr 07, 2021 · Paul Garcia
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Paul Garcia commented,
Since there are so few ways to build custom reports inside Sell, my options are either to export and go through machinations to find data (not something I want sales reps to attempt), or rely on smart lists and standard reports. Smart lists allowing builds based on other objects is key because of the narrow types of history available to record things about contacts/leads. Tagging gets out of hand quickly when every action (form fill, brochure download, etc.) gets put into a collection of tags in the lead card. Notes have their own tags, which is where I'd prefer to put this type of information, but I still can't generate a report of all the leads who downloaded a specific whitepaper by filling out a form if the details are trapped inside the notes text. The filter based on notes tags helps while in a single lead, but not when I want a smart list or report. Please expand what smart lists can "see" and use. Thanks.
View comment · Posted Apr 07, 2021 · Paul Garcia
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Paul Garcia commented,
Dropping out of a nurture sequence shouldn't be automatic. While I may still be communicating with a lead or contact directly, I wouldn't want the standard nurture messages to stop just because the lead replied to a message. Maybe they wanted something explained, but that shouldn't cancel the next several messages bringing them to an educated buyer state they would otherwise have gotten if they stayed in the sequence.
View comment · Posted Feb 16, 2021 · Paul Garcia
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