Home > CRM, Javista, Microsoft, Microsoft Dynamics, Workflow > Workflow – Phone Call Conversion of Lead to Opportunity

Workflow – Phone Call Conversion of Lead to Opportunity

In every version of CRM I have had a favorite feature that I tend to obsess slightly over. 🙂 In Version 3.0, it was Client Side Scripting. In 4.0, it is Workflow. The Workflow engine in CRM has so much possibility to help transform businesses and is heads and shoulders over every other CRM application I have used. While some other packages have limited workflow capabilities, the ones in 4.0 have blown away every other application I have used. (If the words “Contact Processes” or “Automated Processes”, you know exactly where I am coming from.)

In a previous blog post, I outlined a quick way to be able to create Phone Call Activities from a notes field in a case.

In this post, we are going to show you how to streamline the lead qualification process.  For this post, we want to streamline the sales rep’s workflow so that they only update an appointment and based upon the outcome of that appointment, the lead is either disqualified or an account, contact and opportunity are created automatically.

Step One: Let’s go ahead and add a field on the Phone Call to Track if we want to promote the lead based upon this appointment.

In my case I created a Bit Field that allows the sales rep to create an opportunity.  So when the phone call is made, the rep simply checks the create opportunity box.

clip_image002

Step Two: Build the Workflows

Our First Workflow will be creating the phone call from the Lead. In our example we called this Create Phone Call. I left the fields blank, but you could get much more granular here if you wanted.

Our Second Workflow is the one that will monitor the Phone Call. It is called Create Opportunity from Lead. I set the Workflow to fire based upon Record Attribute Changes and Selected the Create Opportunity field as the “trigger” field.

We now go through and create new Contacts, Accounts and Opportunities.

Here is the sample Account

clip_image003

Here is the sample Contact. One of the cool things in the Workflow, you can call from one Entity to another created entity.  So I could create the new account and use that account name as my Parent Account.

clip_image005

clip_image006

Now we created the Opportunity from the Lead’s Data.

clip_image007

Now that that is all done, we will be closing out the Lead.

For that we change the record status to closed and qualified.

clip_image008

Now I publish both workflows. So I am going to go from a Lead to an Opportunity, Contact and Account based upon the checking of the box in the phone call Record. Let’s see this in motion. 

First I create a Lead.

clip_image009

It now creates the phone call for me automatically:

clip_image010

You see it now created my opportunity

clip_image012

Here it is from the workflow monitor:

clip_image013

And as you can see the Lead was automatically closed.

clip_image014

So with NO CODE and just a little bit of thinking things out, you can put Microsoft CRM to work in your business. This example was done using Microsoft CRM Online, so this works in both a S+S and a On Premise Solution.

This example was meant for inspiration, not to be used in production. How have you used Workflow in a unique way in your business?

Ben Vollmer

Advertisements
  1. May 18, 2013 at 8:16 am

    Hi! Do you know if they make any plugins to assist with Search Engine Optimization?
    I’m trying to get my blog to rank for some targeted keywords but I’m not seeing very good results.
    If you know of any please share. Appreciate it!

  2. May 20, 2013 at 10:26 am

    Hello just wanted to give you a quick heads up. The words in
    your content seem to be running off the screen in Chrome.
    I’m not sure if this is a formatting issue or something to do with browser compatibility but I thought I’d post to let you know.

    The style and design look great though! Hope you get
    the problem solved soon. Cheers

  3. May 20, 2013 at 3:45 pm

    I’m really getting worn out of the many trackback spam that my site is getting. There’s a
    billion plug ins it seems, and I don’t know which one would be good for me, or even if I’ve
    seen all of the plugins that will help me get rid of
    this. So quick question – what plugin could you recommend to get
    rid of trackback spam? I nonetheless prefer to receive comments, but this other
    stuff is driving me nuts.

  4. May 20, 2013 at 6:43 pm

    Good day! I know this is somewhat off topic but I was
    wondering which blog platform are you using for this site?
    I’m getting tired of WordPress because I’ve had issues with hackers and I’m looking at alternatives for another platform. I would be great if you could point me in the direction of a good platform.

  5. May 20, 2013 at 10:05 pm

    Hello there! I know this is kinda off topic nevertheless I’d figured I’d
    ask. Would you be interested in exchanging links or maybe guest writing a blog post or
    vice-versa? My blog goes over a lot of the same topics as yours and I believe
    we could greatly benefit from each other. If you’re interested feel free to send me an email. I look forward to hearing from you! Wonderful blog by the way!

  6. May 21, 2013 at 3:45 pm

    I wished a lot more content articles could be as enlightening as this one.
    Do me a favor, don’t ever change your composing syle, i love it! Thx

  7. May 22, 2013 at 4:24 am

    Hello! I was curious to know if setting up a website such your own: http://javista.
    wordpress.com/2008/06/04/workflow-phone-call-conversion-of-lead-to-opportunity/ is tough to do for inexperienced people?
    I’ve been hoping to set up my own blog for a while now but have been turned off mainly because I’ve always assumed it demanded
    tons of work. What do you think? Thanks

  8. May 22, 2013 at 11:20 pm

    Does your website have a contact page? I’m having trouble tracking down it but, I’d like to send you an
    e-mail. I’ve got some recommendations for your blog you might be interested in hearing. Either way, great website and I look forward to seeing it expand over time.

  9. May 24, 2013 at 5:21 am

    Hmm it appears like your site ate my first comment (it was extremely long) so I guess I’ll just sum it up what I submitted and say, I’m thoroughly enjoying your blog.
    I too am an aspiring blog blogger but I’m still new to everything. Do you have any tips for rookie blog writers? I’d certainly appreciate it.

  10. July 11, 2013 at 1:48 am

    Hey, i ‘m a blogger just like you, and was thinking if you ever before experimented with those addthis.com like it buttons and if they are any good. I realized they load a pile of code, so i am uncertain if its worth adding it, due the quite a lot raise of KB of the overall filesize. Have you ever tried it? I am excited to hear what other folks say about that? Please sent me a message to carolynjefferies@gmail.com if you have any experience with those add-ons. Thx .. btw, luv the site since months!

  11. Tia
    July 12, 2013 at 2:53 am

    Hey there! I’m hoping it is possible to answer my question. I’m interested in a high grade WP theme, but I have no idea
    how to know if the one I choose will be compatible with cellular devices.
    What are some guidelines you can give me about what to look for when it comes to colors and background and details like that?
    I generally look at websites via my iPhone 5, and I’m going to wager that a lot of people are just like me in that way. Oops, i went a bit off topic, sorry. Appreciated the blog post thou.

  12. July 12, 2013 at 5:05 pm

    I own a brand new yoga studio in the North. Believe it or not,
    I don’t have a website yet. The problem is I’m not certain whether to settle for Blogger
    or WordPress. I realize that I would like much more of a weblog
    feel than a website feel, if that tends to make any sense.
    I want to have the ability to update my web site with weblog posts.
    Would you be able to give a couple of advantages and disadvantages for going with
    either Blogger or Live journal? I definitely need to come
    to a selection pretty swiftly on this matter, cause does not make sense for me to own this
    facility with out a web site. It would be kind if you
    could provide me some tips. Please write to: markusstevenson@gmail.

    com if you have some time left. Thanks, and by the way
    very good blog, i prefer my blog to be like the one
    you have one day!

  13. August 2, 2013 at 7:29 am

    I’m not that much of a online reader to be honest but your blogs really nice, keep it up!
    I’ll go ahead and bookmark your site to come back in the future. Cheers

  14. August 15, 2013 at 11:10 am

    Hello would you mind stating which blog platform you’re using? I’m
    planning to start my own blog in the near future but I’m having a hard time selecting between BlogEngine/Wordpress/B2evolution and Drupal. The reason I ask is because your layout seems different then most blogs and I’m
    looking for something completely unique. P.S Sorry for being
    off-topic but I had to ask!

  15. August 15, 2013 at 4:29 pm

    The other day, while I was at work, my sister stole
    my iphone and tested to see if it can survive a forty foot drop, just so she can be a youtube
    sensation. My apple ipad is now destroyed and she has 83 views.
    I know this is entirely off topic but I had to share it with someone!

  1. No trackbacks yet.

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s

%d bloggers like this: