Preferred Contact Method Icon at Top of Customer Card
gathering votes
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Michael Johnson
It would be nice to see an icon or indicator at the top of each customer card that signifies which contact method the customer responds to best based on historical communication. For example... if the customer responds most frequently to email over SMS... it would be nice to see an icon at the top of the card that I can refer to when I'm selecting a communication method. It could save a lot of time for me personally.
Drew Adler
gathering votes
Shelby Parker
Hello Michael Johnson! I have a few more questions for you:
- Can you provide more details on how you would like the system to determine the 'best' contact method? Is it based on response rate, response time, or other factors?
- Would you like this feature to be customizable, allowing you to set your own preferences for what constitutes the 'best' contact method for each customer?
- How would you like the system to handle situations where the customer's preferred contact method changes over time?
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Michael Johnson
Shelby Parker:
Hi Shelby!
A “most likely to reply to” contact method indicator at the top of the card would be best for me personally, but if it could be customizable to suit the workflow of different people… SWEET!!! I’m hoping for something at the top of each customer card that I can quickly reference to see which method of communication the customer replies to most reliably, without having to refer to the media count columns in my Sales Pipeline pages. I hope I’m making sense??? Lol
What we see as sales guys most commonly… is that the preferred contact methods of customers don’t really change that often once they have been established. Once we (sales) establish a communication method with a potential customer, we usually don’t change. Only when BDC starts “shot gunning” media, do customers reply via multiple methods. It get’s a little weird, and I can imagine a little odd for potential buyers who don’t know which method they should reply to when they receive a call, an email and a text all within 3 hours. When faced with multiple contact points all at once… customers will usually reply using the method they feel most confident with rather than the most recent contact method. Again… I hope I’m making sense. Lol.
Let me know if I’m doing a poor job of communicating and I’ll attempt to use different words. Lololol.
Thanks for all you guys and gals do for us! I sure do love DriveCentric!!!
Michael Johnson
(316)206-3677