Re: Outlook a CRM application ?

Lanwench (got it right this time!)
Thank you!

John - thanks also!

But does anyone feel that Outlook is good for CRM purposes or is it
better to use something on top of SQL?

Zorian



"John Covert" <John.Covert@RevolutionD.com> wrote in message news:<ubJaHZOPDHA.2460@TK2MSFTNGP10.phx.gbl>...
> Zorian:
>
> A quick surf yielded this:
>
> http://www.keyworlds.com/o/optometry_software.htm
>
> John
>
>
>
>
> "Zorian" <zorianr@yahoo.com> wrote in message
> news:00d701c33c13$b667b180$a601280a@phx.gbl...
> > Hi,
> >
> > Can Outlook be used as a CRM application?
> > My friend is a recently graduated OD/Optometrist and wants
> > to start an optometry practice which also sells eye
> > glasses and contact lenses. He will need to keep track of
> > the customers, their records (history of what lense
> > prescriptions they have had over the years and eye medical
> > histories over the past 5 years), what products their have
> > purchased over the years, etc.
> >
> > Is Outlook good for this type of thing or would you
> > recommend something else or a third party app?
> >
> > Thanks,
> > Zorian
> >

Ah, at long last! :-)

"Something on top of SQL" could be a custom app or something massive &
expensive like MS CRM, which might be overkill for you.

What do you need in a CRM product? www.outlookcrm.com has an eval.



Zorian wrote:
> Lanwench (got it right this time!)
> Thank you!
>
> John - thanks also!
>
> But does anyone feel that Outlook is good for CRM purposes or is it
> better to use something on top of SQL?
>
> Zorian
>
>
>
> "John Covert" <John.Covert@RevolutionD.com> wrote in message
> news:<ubJaHZOPDHA.2460@TK2MSFTNGP10.phx.gbl>...
>> Zorian:
>>
>> A quick surf yielded this:
>>
>> http://www.keyworlds.com/o/optometry_software.htm
>>
>> John
>>
>>
>>
>>
>> "Zorian" <zorianr@yahoo.com> wrote in message
>> news:00d701c33c13$b667b180$a601280a@phx.gbl...
>>> Hi,
>>>
>>> Can Outlook be used as a CRM application?
>>> My friend is a recently graduated OD/Optometrist and wants
>>> to start an optometry practice which also sells eye
>>> glasses and contact lenses. He will need to keep track of
>>> the customers, their records (history of what lense
>>> prescriptions they have had over the years and eye medical
>>> histories over the past 5 years), what products their have
>>> purchased over the years, etc.
>>>
>>> Is Outlook good for this type of thing or would you
>>> recommend something else or a third party app?
>>>
>>> Thanks,
>>> Zorian

"Lanwench [MVP - Exchange]" <lanwench@heybuddy.donotsendme.unsolicitedmail.atyahoo.com> wrote in message news:<uk45YdFQDHA.3236@TK2MSFTNGP10.phx.gbl>...
> Ah, at long last! :-)
>
> "Something on top of SQL" could be a custom app or something massive &
> expensive like MS CRM, which might be overkill for you.
>
> What do you need in a CRM product? www.outlookcrm.com has an eval.
>
>


Lanwench,
I would like to keep patient records, birthdays so I can send out
coupons and discounts and congrats, all kinds of other info, patient
claims info, etc.