Hi,
completely not.
Ok, CRM works this way (If I doesn’t miss anything):
- Create or have an existing contact
- Create an opportunity for this contact (e.G. When the customer asks for an offer)
- Create an Task (e.G. “Send information and callback”)
- delegate this to a sales representative
So, when this Customer comes from the Website, you offer an option to automate this workflow. Normally, the Webvistor fills a contactform, someone get an email, creates the contact, creates the opportunity, creates the task, delegate someone
Web contact form should be a way to automate this, right?
So nearly every web contact form I’ve ever seen has a message field, right?
In CRM, this customers message would be part of the opportunity.
- There is NO message-field pre defined in your actual version of webcontact form (why, when a message field is part of nearly every web contact form in the world?)
- You are able to create a custom “message” field INSIDE THE CONTACT, this custom field could be filled from the automated web contact form. But, then the workflow is completely broken! Noone, working with CRM as described will look inside the contacts to search for messages. That makes absolutely no sense. There is no task generated, so noone knows about working on this task. There is no opportunity, so noone knows there is an opportunity pending. The only way to know about it is to read the mails and to not forget to make alle these steps manually.
- If you do so, you have a (completely wrong placed) message filed in each and every contact. This means someone could fail and put messages in there that noone else will find, beacuse it makes absolutely no sense.
So back to my question. If I understand it correct and I read and understand all the documentation you offer, the web contact form is a great idea that doesn’t make any sense in the current version!? Or is there something I miss?
Marius