Hi All, I am hoping to get some advice on how to proceed with prospects and request for information, etc. Our main business is dealing with the end consumer. It’s all B2C.
We are building out our customized version of ofbiz and we have run into a question with regards to the way we handle prospects, leads and general information requests. We currently use a web form on our existing site to handle requests like more info on a specific product, etc. We also receive typical emails that we would also like to convert into ofbiz based contact mechanisms as well as 3rd party referrals. Obviously there are short term marketing possibilities with these requests but not necessarily any long term benefit if we don’t convert them to a customer. So, if I’m understanding correctly and we use the request feature bundled into ofbiz, then we are able to see the information but there is no way to assign it to salespeople, customer service, etc. The ideal way looks like it would be to create a prospect for each request and be able to follow it through and use the info for short term contact, marketing and incentives to purchase, etc but even at the best of times, we struggle to get more than a name and email address. Obviously, we would have to change the field requirements that are currently necessary in the prospect portion of ofbiz but we also get a lot of spam too. So I guess the question is, if we do use the prospect type contact, are we able to purge unconverted items after a set period of time. I know we can expire things in ofbiz but spam and unconverted contacts would just take up unnecessary space and be nothing more than clutter in the long term. Is there a better alternative that we are not seeing? I would really appreciate any opinions on this. Thanks in advance for the help. -- View this message in context: http://www.nabble.com/Contact-mechanisms-tf4484280.html#a12787748 Sent from the OFBiz - User mailing list archive at Nabble.com.
