In a B2P scenario, I am not sure how to distinguish regular contacts from actual customers, according to the Zoho methodology and lead conversion process.
In Zoho Crm, I am not sure if the same process applies to other CRM's, you tell us that Leads represent raw data of potential customers, and that when you engage them they become "Contacts" for which you can create in turn sales "Potentials".
For that to happen you suggest we "convert" Leads into Contacts when we first qualify them or initiate contact with them.
If I follow that process as suggested by Zoho, all contacts would be mizex together. How will I later distinguish Contacts from Customers who have ACTUALLY bought our products/services?
Would it not make sense to "Convert" the leads ONLY when they actually buy something from you? That way your Leads are your Leads and your Contacts are your actual Customers?
That seems a more simplified way of managing your info.
With the proposed Zoho path, all my contacts would be mixed, customers and non costumers. Am I missing something? Or how would I distinguish one Contact from the other? With Views?
I'm confused about it.
Can anyone shed light on this please?
Thanks a lot.