FUNDAMENTAL FLAW WITH CRM - INACCURATE LEAD & CAMPAIGN REPORTS
I just discovered the following major issues that affect my day to day sales & campaign performance tracking:
#1
Lead Reports Inaccurate due to weak business logic
Once a lead is promoted to an account I loose the historical data for that lead.
So when I run a lead report that lead no longer displays in the result after it has been promoted.
As a result of this logic my lead report metrics are off. As a sales manager I need to know how many new leads we are generating as a company on a weekly and monthly basis. This logic makes the lead reports innacurate.
#2 Campaign
Reports Inaccurate due to weak business logic
The campaigns module allows me to associate leads to campaigns. This is great BUT as soon as a lead is promoted to an Account the lead disappears from the campaign view. As a result, I have no way of measuring how many leads that campaign actually generated.
Please advise. And I hope that the solution for #2 is not to create more sales opportunities because that will just clutter my screen. I only use opportunities for customers that I have submitted a quote for.