Language: Hinglish. Yeh guide English mein padhne ke liye: Which CRM Fields Are Essential? You Do Not Need to Record Everything
Short answer: Shuruaat mein sirf 4–5 CRM compulsory fields rakhein: naam, mobile number, lead source, requirement aur next follow-up date. Zyada compulsory fields se salesman “abc”, “na” ya “0” bharta hai sirf form save karne ke liye. Baaki jaankari tab maangein jab deal aage badhe.
Pichhle article mein humne sales workflow redesign kiya. Ab workflow ke har step par kitni jaankari bharni hai, yeh tay karna hai.
Zyada CRM compulsory fields ka nuksaan
Ek Jalandhar ke valve manufacturer ne CRM mein 22 compulsory fields banaayi: GST, address, pincode, industry, turnover, budget, decision maker, competitor… 2 mahine baad report dekhi toh zyadatar leads mein turnover “0” aur industry “Other” tha. Report bekaar ho gayi, aur salesman CRM se chidhne lage.
Niyam: Har compulsory field ek chhota tax hai jo salesman har lead par bharta hai. Tax zyada, toh chori zyada.
Shuruaat ki 5 compulsory fields
- Naam (vyakti ya company)
- Mobile number
- Lead source: IndiaMART, TradeIndia, JustDial, Facebook, website, reference, walk-in
- Requirement: ek line
- Next follow-up date
IndiaMART, TradeIndia aur website ki leads mein pehli 4 fields aksar apne aap aa jaati hain. Salesman ko sirf follow-up date set karni hoti hai.
Baaki jaankari kab?
| Stage | Kaunsi fields compulsory |
|---|---|
| New lead | Naam, mobile, source, requirement, follow-up date |
| Quotation sent | Product, amount, quotation date |
| Won | GST number, billing address, order value |
| Lost | Lost reason (dropdown se) |
Ise “stage-wise fields” kehte hain. Jab deal aage badhti hai, tab jaankari ki zaroorat aur salesman ka utsaah, dono hote hain.
Dropdown use karein, typing kam
Lead source, lost reason, product category jaisi cheezein dropdown mein rakhein. Isse typing kam, galtiyan kam, aur report saaf. Computer ki duniya mein ek purani kahaawat hai, garbage in, garbage out: galat data daaloge toh report bhi galat aayegi.
Kab fields badhaayein?
Pehle 2–3 mahine 5 fields ke saath chalaayein. Phir reports dekhein: kaunsi jaankari ki kami se faisle atak rahe hain? Sirf wahi field joden, aur team ko bataayein ki kyun jodi. Jab salesman ko field ka faayda samajh aata hai, woh use sahi bharta hai.
FAQ
CRM mein kitni compulsory fields honi chahiye?
Shuru mein 4–5. Baaki stage ke hisaab se.
Salesman galat data kyun bharta hai?
Aksar isliye kyunki bahut saari compulsory fields hain aur woh jaldi save karna chahta hai.
Lost reason compulsory kyun rakhein?
Kyunki isi se pata chalta hai ki deals kyun haar rahe hain (lost deal analysis).
Agla kadam
Kam fields se data saaf hota hai. Par roz sahi data kaise bane rahe? Agla article: Data Quality Management: Team se Sahi Data Entry Karwane ka Tareeka
Apne CRM ki fields set karwani hain? Call karein: 99142 49191.
