I have used IS now for 1 and 1/2 years and feel like it is starting to get pretty good (it was good to start with, I just “inherited” a bit of a mess…).
Coming from sales manager role in a company using one the major CRM’s, I would typically create a workflow like " Lead - Contact - Qualify - Opportunity ".
I have had some rough time to get this working with IS (so it would be smooth operation). I can drop the tasks and opportunities there, but I seem to find that whichever way I do that, I just end up creating more work.
So this in mind, would it be feasible for a mainly online company, where most of the sales are online sales (but, 80% of those are a result of the calls and emails & email offers) to use the opportunities instead of tasks?. As at least if the tasks would be replaced by opportunities, we would have a much stronger forecasting and tracking?
Current flow is something like, lead (inbound) - task - call - decide the outcome - next contact - set the sequence.
Hope all this makes sense and you gives you all a bit better idea of my dilemma.
If so, could be cheeky and ask a lesson where the opportunies