Tracking CRM suppliers
The sales machines for CRM software is truly amazing in its complexity. After filling out a lengthy form in Word and emailing it to Goldmine, ten days later I get this reply:In case you don't have this information already, you can contact our local partner XX at 555-1212. They can assist you with any questions etc.
So why did I fill out the survey form? Wouldn't it be better to forward the form to the local partner and have them contact me?
After three emails with the CRM consultant in New Jersey asking me to call him (and not bother with the form he originally sent), I did. We had a good conversation...he got answers he wanted, I did as well. Turns out he is following up from an inquiry two years ago by one of our field sales people.





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