Combine KMx tools to create a powerful lead conversion system for services requiring a project proposal.
Custom forms offer several benefits for this process including custom field creation, automatic numbering, form linking, tag creation, and task assignments.
Create a template form to store client information such as company name, contacts, addresses, phone numbers, etc. Each form(client entry) is automatically numbered, assigning a unique ID number to each new client.
Create an additional template form to collect information regarding the request for services. Assign the new project to a client by creating a field to link to an existing client form. Create entry fields within the form to collect relevant data about the project. Entry fields can be text, numbers, currency, radio buttons, lists, dates, contacts, etc. This information can be indexed and retrieved for filtering and searching. Create fields assigning tasks required to complete the proposal.
When each request for services form is completed and saved it is assigned a unique number. Based on this number and the title used for the form a new tag is created for the project. Based on the assignment fields used within the form new tasks are created, tagged with the project name/number, and assigned to the relevant users.
These features can easily be used to track client conversion rates by client, job type, project manager, location, etc. The possibilities are virtually endless and the impact on system innovation is tremendous if the available process metrics are tracked .
