Susan,
Thank you for your comments. We are a 10-person firm, and have been toying
around with CRM. However, I am not certain that this is the correct route
for us. The key thing for us is to be able to track appointments with work
product by employee. Ease of use is imperative, and performance is also
important.
We have been using BCM for about a year. It has worked, but not ideally.
The database is shared on the server, connected to Exchange.
What we lack it the ability to track work papers which is part of our
operation. Ideally, the work would be assigned to an employee, and they
would be responsible for the work papers. BCM does not offer that. CRM
does, but I am still learning it. It is quite comprehensive, but equally
complex too. And, unless I want to start writing jscript at the frontend, or
C# on the backend, I am limited to the customization tools and their
restrictions. So, I feel like might be spinning my wheels.
I also don't believe that my firm is necessarily ready for what it takes to
implement a mid-level enterprise application like CRM.
You mentioned that you wrote a tracking program. Could you give me some
input on that, and what you did? Tools I have at my disposal include
multiple SQL servers, Crystal Reports, various VS 2005 tools if needed (I try
to stay away from Access -- I'm not a fan).
Thank you,
Larry
"SusanG" wrote:
> I made a decision to use BCM for contact management and also develop an
> online app with db backend for the tracking stuff we do, but I'm going to
> stick it out with BCM. I will upgrade, I think the feature set is vastly
> improved with 2007, but I won't be upgrading when it's released. For us, it
> being a part of the Office suite I inherited is big reason, but also
> shareability (we're really small shop), the fact I can tech support it, and
> train it easily, and that it offers the modules we really need Opportunities
> and Marketing. Otherwise I have to go CRM route or many different apps -
> cheap online versions that don't let me control the database. It's never
> going to be perfect, for my type of org, it's really a boon. I like being
> able to select and copy/paste into Excel for INSTANT reporting, that's so
> cool. So I will stick with this, and upgrade, and complain and agitate for
> bug fixes.
>
> "Larry L." wrote:
>
> > Does anyone know what the new features will be in BCM 2007. Reading through
> > the threads, it appears that the program is exceptionally buggy in beta.
> >
> > We are trying to decide whether or not to upgrade to BCM 2007 from 2003. At
> > the moment, I am shying away from it, based on what I see (though I do
> > realize it is beta).
> >
> > What we need is a contact manager and scheduler that shows conflict times
> > (ideally). Also, the ability to customize fields easily. Good performance
> > is very important too.
> >
> > If BCM 2007 is not the answer, does anyone have any suggestion?
> >
> > Thank you.
> >
> > Larry
> >
> >
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