CRM without generating load of records

Knacksters' Idea Lab
1

Hi guys,

I finish at 99% my CRM App, and, as often with Knack, it was quite a discovery journey.

I had planned to do a CRM focused on multi territories, and have created those objects.

Tables

  • company (Saas App)
  • territory
  • account
  • contact
  • opportunity
  • lines concepts
  • products
    Users
  • sales rep
  • coord (team manager)
  • admin
  • super admin

I designed it to be for B2B and B2C biz model, meaning that a contact and his opportunities do not have to be conected to an Account.

Instead of creating an aditional table User Territory, I found a way to manage the territory Team members inside the Territory table. (and can be multi territories member). This is very important to be able to have options like:

  • sales rep see only his data or all of the team’s territory
    etc.

All tables can be connected at wish, to consider a contact added or leaving an account, and mantening the account opportunities, etc… I wanted something light, emails and tasks being managed by outside tools.

I was nearly finished, and doing a demo to client customer rep, and he tells me that it reminds him Salsforce. No wonder since I based my design on Salesforce, MS Dynamics and Pipedrive.

And then, since he was so excited, he asked about loging tasks like meeting, to be able to download them through ical, and that would be great for a #Meetings/sales rep indicator.

wow… that’s where I didn’t want to go… Because tasks generate so much records.

So I found a way and that is the point of this post. Just loging the next/future tasks, and having a counter(s) for tasks that need tracking. Like having a counter specially for # of new Meetings. This can be done in the same record as the opportunity.
And the form I created is this one:

imagen
imagen1000Ă—866 29.6 KB

Having the general Notes field of the Opportunity editable here is useful if one wants to copy/paste the last Action. In my case for now and as an example, each time this form is submitted, and a New Meeting is selected, the Meeting Counter is incremented.

In the Form Rules, the last one is reseting the Selec. field to nothing, to force each time the user to select to edit or create a new action.

uff uff never thought a CRM could have been full of important factors.

I included in the Opportunity form, the possibility to add products (if the option is switch on), and a grid show the line concepts to calculate the total. It is just for value aproximation intent, not formal proposal or billing.

anyway… hope it is interesting… and useful for some details…

thanks for the builders who help me on the journey… it is my 2nd App, and WAY faster developped than the first one, althought I thought it would be even faster.

Go Knack!!

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