Heap CRM Search – Detecting Intent

Friday, July 16th, 2010

Heap CRM has an amazingly powerful search system. With the use of bucket selectors you can drill down into your data and analyze every aspect of your business. However, bucket selectors are often confusing to new users.

Heap CRM now tries to detect intent on simple searches (searches without bucket selectors or boolean operators). For instance, if you searched messages for:

fireplace receipt info@acme.com mark@acme.com

You probably intended to search e-mails between "info" and "mark" for the words "fireplace" and "receipt". So, Heap rewrites this search request as:

fireplace receipt email:info@acme.com email:mark@acme.com

Additionally, if you searched messages for:

James Doe invoice 1234

You probably intended to search messages associated to "James Doe" for "invoice 1234". So, Heap rewrites this search as:

invoice 1234 association:James Doe

Let's say you searched prospects for:

(509) 000-0000 customer

You probably intended to search for a customer with a particular phone number. So, Heap rewrites this search as:

phone:(509) 000-0000 type:customer

Many more examples exist, but obviously this will never be as accurate as when you use the bucket selectors yourself.

You might also notice (at times) an optional notice that says:

Did you mean "X"

This happens when Heap is less sure what you intended.

Search Financial History (Heap CRM)

Friday, July 2nd, 2010

There is now nine new bucket selectors for Heap CRM's ever expanding search system:

history-type:lead|opportunity

Limits history records to leads and opportunities.

history-before: -5 weeks history-after: -4 weeks

Limits history records to between four and five weeks ago.

history-expected-value-greater-than: 500 history-expected-value-less-than: 2000

Limits search to history records with an expected value between (and including) $500 and $2000.

history-probability-greater-than: .25 history-probability-less-than: .7

Limits search to history records with a probability of success between (and including) 25 and 70 percent.

history-value-greater-than: 2000 history-value-less-than: 10000

Limits search to history records with a potential value between (and including) $2000 and $10,000.

Obviously, these are best used used together. For instance, let's say I want to find all customers created between June 20th and June 25th with an expected value greater than $200:

history-after: 6/20/2010 history-before: 6/25/2010 history-type:customer history-expected-value-greater-than: 200

Note: Starting on June 10th, 2010 Heap CRM started to store a history of when a prospect was converted from one type to another, the value was changed or the probability was changed. This is the second feature to use this data.

New (beta) Search Reports Feature in Heap CRM

Saturday, May 16th, 2009

You can now save search results as reports. This means that given the bucket selectors in Heap CRM, you can run any conceivable report you want.

How do you use it?

First, do a search (any search). Then on the right side you will see this box:

save-search-report

Once you go to the reports tab you will see each search you've saved like this:

search-report

You can have as many or as few of the search reports expanded at a time. You can also export the data to CSV or Google Docs:

export-in-search-reports

Why is it in beta?

First, this is the first feature we've released while in beta; this isn't a "Google beta." Second, this is the first pass at trying to solve a diverse set of problems. You'll notice we're collecting feedback at the bottom of the feature and we want to reserve the right to radically change it if that's what the feedback suggests.

Make sure to review the new/updated bucket selectors here >

New Bucket Selectors in Torch Project Management

Tuesday, May 12th, 2009

We’ve just introduced a lot more bucket selectors into Torch's search system:

Complete:

Can be used to limit event searches to those events that are complete (complete:yes) or not (complete:no). Can also be used when searching messages to limit the search to messages where at least one of the message’s follow-up events match this criteria.

Date-after: and date-before:

Can be used to limit event searches certain date ranges. Can also be used when searching messages to limit the search to messages where at least one of the message’s follow-up events match this criteria.

Update-after: and update-before:

Can be used to limit messages searches to items that were updated during a certain date range.

New Bucket Selectors in Heap CRM

Tuesday, May 12th, 2009

We've just introduced a lot more bucket selectors into Heap's search system:

Complete:

Can be used to limit event searches to those events that are complete (complete:yes) or not (complete:no). Can also be used when searching messages to limit the search to messages where at least one of the message's follow-up events match this criteria.

Date-after: and date-before:

Can be used to limit event searches certain date ranges. Can also be used when searching messages to limit the search to messages where at least one of the message's follow-up events match this criteria.

Update-after: and update-before:

Can be used to limit all types of searches to items that were updated during a certain date range.

Lead-after:, lead-before:, opportunity-after:, opportunity-before:, customer-after:, customer-before:, archive-after: and archive-before:

Can be used to limit prospect searches to when the prospects were in certain stages of the sales pipeline.

Custom-value:

You can now search the person custom values and prospect custom values.

The find page has been updated with this information >

Enhanced Round Trip Search Results

Saturday, January 10th, 2009

You can now use any feature available in Heap's search engine when round trip searching.

So from an e-mail client let's get a category (using a bucket selector):

Project Search

And we get back:

Project Results

Learn more about round trip searching ...
Learn more about Heap's powerful search system ...