G
Guest
We are a small company, looking for an easy to use, low cost of
implementation, and low cost of ongoing support CRM package. We have Office
2003 w/BCM throughout our company, and have evaluated BCM 2003 and found it
to be lacking. Now we see BCM 2007, and we think it is still lacking, but
might be more acceptable. We have some issues that we need to resolve before
we can move forward with this.
1. We have a SBS 2003 server at our home office, but most of our employees
work from home offices. They need to access the server data, which we
understand we can accomplish via VPN connections. However, we want to ensure
that no one makes a copy of the entire database on their individual computer.
How can we force the issue of not letting individual users establish offline
capability?
2. We would like to separate individuals from seeing all contacts. In
essence, we want our sales people to see client contacts, and purchasing
people to see purchasing contacts only. We think we understand that, with
BCM, users are all in only, and that we have no security controls over what
contacts that they can see. However, we can have two databases, and grant
the appropriate priveledges so that sales people only have access to the
client contacts, and purchasing people only have access to their contacts.
Is this the only alternative that we have? Is there a different solution?
There are people in our company that need access to both sides of the fence,
and I was curious if I have to flip flop between the two databases or not?
3. If I have to use two databases, how does the auto linking of emails
work? Will the emails that get in from clients go to the client database
contact records and the emails that I receive from the purchasing contacts go
to the appropriate contact in the purchasing database?
4. If we have the full versions of SQL Server, does BCM still use the SQL
Server Express, or can we get it to work with the bigger/better SQL that we
own?
5. In reviewing various postings on this discussion board, it seems like
BCM is somewhat cludged together, and doesn't fully use Exchange or sub
folders (which would have solved our issue with two separate databases I
believe). Is there any hope that this will be addressed, or should we embark
on finding a third party solution better suited to our needs? I have only
seen one person on this board singing the praises of Avidian's Prophet, but I
haven't read any other suggestions from anyone else of any other products
without having to invest $$$$ into MS Dynamics CRM. I should mention that we
evaluated ACT! 2007 Premium for Workgroups and found so many issues with it
in the first week that we shelved it right away. We don't want to waste our
time (don't have enough of it) or money (again - don't have enough of it).
We would appreciate any suggestions.
Thanks in advance for anyones help....
implementation, and low cost of ongoing support CRM package. We have Office
2003 w/BCM throughout our company, and have evaluated BCM 2003 and found it
to be lacking. Now we see BCM 2007, and we think it is still lacking, but
might be more acceptable. We have some issues that we need to resolve before
we can move forward with this.
1. We have a SBS 2003 server at our home office, but most of our employees
work from home offices. They need to access the server data, which we
understand we can accomplish via VPN connections. However, we want to ensure
that no one makes a copy of the entire database on their individual computer.
How can we force the issue of not letting individual users establish offline
capability?
2. We would like to separate individuals from seeing all contacts. In
essence, we want our sales people to see client contacts, and purchasing
people to see purchasing contacts only. We think we understand that, with
BCM, users are all in only, and that we have no security controls over what
contacts that they can see. However, we can have two databases, and grant
the appropriate priveledges so that sales people only have access to the
client contacts, and purchasing people only have access to their contacts.
Is this the only alternative that we have? Is there a different solution?
There are people in our company that need access to both sides of the fence,
and I was curious if I have to flip flop between the two databases or not?
3. If I have to use two databases, how does the auto linking of emails
work? Will the emails that get in from clients go to the client database
contact records and the emails that I receive from the purchasing contacts go
to the appropriate contact in the purchasing database?
4. If we have the full versions of SQL Server, does BCM still use the SQL
Server Express, or can we get it to work with the bigger/better SQL that we
own?
5. In reviewing various postings on this discussion board, it seems like
BCM is somewhat cludged together, and doesn't fully use Exchange or sub
folders (which would have solved our issue with two separate databases I
believe). Is there any hope that this will be addressed, or should we embark
on finding a third party solution better suited to our needs? I have only
seen one person on this board singing the praises of Avidian's Prophet, but I
haven't read any other suggestions from anyone else of any other products
without having to invest $$$$ into MS Dynamics CRM. I should mention that we
evaluated ACT! 2007 Premium for Workgroups and found so many issues with it
in the first week that we shelved it right away. We don't want to waste our
time (don't have enough of it) or money (again - don't have enough of it).
We would appreciate any suggestions.
Thanks in advance for anyones help....