How best to use default modules for our CRM implementation?
Hi
Im using Zoho CRM for a client who has a wedding venue. We want to use the CRM for Leads through to converted customers. We also want to use the CRM to manage wedding events and have a list of recomended suppliers (florists etc) that we offer to our customers.
I have a few questions about how best to use the default modules.
My current thinking is:
Once the Lead has been converted the couples' details (Partner 1 and Partner 2) should go into the Contacts module. And we use the Vendors module for the Suppliers.
Or should it be...
Once the Lead has been converted the couples' details (Partner 1 and Partner 2) should go into the Accounts module - and each partner is a Contact for that account (so each account has 2 contacts). And we use the Vendors module for the Suppliers.
Which do you think is the best option? Im not sure what ramifications each has in terms of future proofing the CRM (reporting, connections with other modules such as Invoices etc).
Perhaps its better for us to use a mixture of the Products module and the Vendors module to handle our suppliers?
What would the CRM process be for us? Lead > Contact > Quote > Purchase Order > Sales Order > Invoice > Deal?
Thanks
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