We have been trying to use the CRM module with moderate success (v6.1).
We initially had our sales territories and sales regions set up wrong.
We have modified all of them now to, I think, is the correct format.
We received some CRM training material for v5.1. Quite vague but the
sales territories and regions seem to work.
The Salespersons Workbench is odd. It was very slow (minutes to open).
We have installed a patch about 1 month ago and it now opens much
faster. It is still slow but much improved. On the proposal side of
the screen initially none our our outstanding proposals were
appearing. After experimenting we found that the Close Date MUST be
enter when the proposal is prepared. Also the Confidence Button MUST
be clicked and a percentage value entered. If both are done then
voila!! the pipeline shows the outstanding proposals.
The booking values on the right side have never agreed with our actual
booking numbers. We just determined this week that the Workbench shows
our bookings WITHOUT discounts applied. So there is a growing gap
between actuals and the workbench.
We still can not get the Sales Quotas to work. We have discussed with
Epicor to no available.
We were told when we upgraded from v5.1 to v6.1 that our previous CRM
would be resolved. Not true. I would be suspicous of v8!!
Ron Stewart
FS-Elliott Co., LLC
Tel +1-724-861-3810
Fax +1-724-861-3870
We initially had our sales territories and sales regions set up wrong.
We have modified all of them now to, I think, is the correct format.
We received some CRM training material for v5.1. Quite vague but the
sales territories and regions seem to work.
The Salespersons Workbench is odd. It was very slow (minutes to open).
We have installed a patch about 1 month ago and it now opens much
faster. It is still slow but much improved. On the proposal side of
the screen initially none our our outstanding proposals were
appearing. After experimenting we found that the Close Date MUST be
enter when the proposal is prepared. Also the Confidence Button MUST
be clicked and a percentage value entered. If both are done then
voila!! the pipeline shows the outstanding proposals.
The booking values on the right side have never agreed with our actual
booking numbers. We just determined this week that the Workbench shows
our bookings WITHOUT discounts applied. So there is a growing gap
between actuals and the workbench.
We still can not get the Sales Quotas to work. We have discussed with
Epicor to no available.
We were told when we upgraded from v5.1 to v6.1 that our previous CRM
would be resolved. Not true. I would be suspicous of v8!!
Ron Stewart
FS-Elliott Co., LLC
Tel +1-724-861-3810
Fax +1-724-861-3870
--- In vantage@yahoogroups.com, Rodney Warwick <r.warwick@s...> wrote:
> We've had the CRM module for two years, which we still can't use
properly
> because of the Salesperson Workbench issue. We're very keenly
awaiting the
> new improved functionality in Version 8!!!
>
> -----Original Message-----
> From: Keith Mailloux [mailto:keith.mailloux@f...]
> Sent: Thursday, 3 March 2005 9:32 AM
> To: vantage@yahoogroups.com
> Subject: RE: [Vantage] Adding CRM AFTER going Live is causing problems
>
>
> I received confirmation from support that the Salesperson Workbench is a
> known issue. It takes us 3 - 5 minutes to open a workbench view, if it
> will open at all. It was allegedly fixed in Sonoma (V8) and there are no
> plans to fix it in Ver 6.1 (the CRM release :-), you remember the ad
> campaign right) as far as support is aware. I will pursue this as we did
> not plan to move to V8 for a while due to performance issues of that
> build. If there are any other CRM users out there that have interest you
> can contact me off line and we can compare notes.
>
>
>
> Keith Mailloux
>
> Ferguson Perforating
>
>
>
> ________________________________
>
> From: Ludwig, Rick [mailto:RickL@m...]
> Sent: Wednesday, March 02, 2005 12:04 PM
> To: vantage@yahoogroups.com
> Cc: 'Weaver, Shane'; 'Hoffman, Angela'
> Subject: RE: [Vantage] Adding CRM AFTER going Live is causing problems
>
>
>
> Keith-
>
> A lot of our problems had to do with TERRITORIES & REGIONS and how these
> are supposed to work (i.e explained to us by our former CAM) vs. how
> they actually work. I can't remember all the details, but Epicor had to
> create a special fix program for this to work for us. I have forwarded
> your message to a couple of individuals that are more involved in our
> CRM module to see if they can add to my thoughts. Also, the way we set
> up our salespeople was "funky" as compared to how Vantage is set up. We
> set up 2 different IDs for the same salesperson - "Doe, John" received a
> 5% commission whereas "John Doe" received a 2.5% commission (rather than
> just having order entry change the default commission rate). This has
> now been changed, however, I believe we are still struggling to use it
> correctly.
>
> As far as performance-based problems, it is my understanding that the
> Salesperson Workbench takes FOREVER to load. We have had tech support
> take a look at our database, but I don't recall any specific findings or
> recommendations.
>
> I think if we would have had Dan McCarter involved BEFORE implementation
> of the CRM module, a lot of our issues could have been resolved prior to
> going live with it.
>
> Hope this helps!
>
> Thanks!
>
>
>
> Rick Ludwig
>
>
>
> -----Original Message-----
> From: Keith Mailloux [mailto:keith.mailloux@f...]
> Sent: Wednesday, March 02, 2005 11:16 AM
> To: vantage@yahoogroups.com
> Subject: RE: [Vantage] Adding CRM AFTER going Live is causing problems
>
>
> Rick,
>
>
>
> Were any of you issues performance based? We are testing our
> implementation and find the Salesperson Workbench to be un-usable. I
> suspect we are doing something wrong. I would love to hear comments from
> CRM users to confirm the software does not have a performance issue and
> we need to look at what WE are doing with the product. Any other
> comments on CRM rollout would be appreciated.
>
>
>
> Keith Mailloux
>
> Ferguson Perforating
>
> (401)941-8876
>
>
>
> ________________________________
>
> From: Ludwig, Rick [mailto:RickL@m...]
> Sent: Tuesday, March 01, 2005 4:42 PM
> To: vantage@yahoogroups.com
> Subject: RE: [Vantage] Adding CRM AFTER going Live is causing problems
>
>
>
> Susan-
>
> Get in touch with Dan McCarter @ Epicor. He is the main trainer for
> CRM. He was scheduled to retire at the end of the year, but word has it
> that he is working - on a reduced schedule.
>
> We bought the CRM module late last summer and had all kinds of trouble
> with it (our CAM at the time failed to inform us that Epicor "highly
> recommends" bringing in an Epicor rep to help set it up). We finally
> brought Dan in late in October to help us get straighten out.
>
>
>
>
>
> Thanks!
>
>
>
> Rick Ludwig
>
>
>
> -----Original Message-----
> From: Susan Iverson [mailto:siverson@j...]
> Sent: Tuesday, March 01, 2005 2:23 PM
> To: vantage@yahoogroups.com
> Subject: [Vantage] Adding CRM AFTER going Live is causing problems
>
>
> Oh great gurus in Yahoo land - I just installed CRM after going Live on
> 2/1 and am running into all kinds of problems. Thank goodness it is only
> on our test database for now.
>
>
>
> I thought I entered one test configuration for each required module and
> then tried to run the 6880 conversion program and I'm getting errors.
>
>
>
> Do any of you have experience with this module and if so, do you have
> any words of wisdom that might shorten my frustration?
>
>
>
>
>
> Thank you!
>
>
>
> Sue
>
>
>
> [Non-text portions of this message have been removed]
>
>
>
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> Useful links for the Yahoo!Groups Vantage Board are: ( Note: You must
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> (1) To access the Files Section of our Yahoo!Group for Report Builder
> and Crystal Reports and other 'goodies', please goto:
> http://groups.yahoo.com/group/vantage/files/.
> <http://groups.yahoo.com/group/vantage/files/>
> <http://groups.yahoo.com/group/vantage/files/>
> (2) To search through old msg's goto:
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>
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> Useful links for the Yahoo!Groups Vantage Board are: ( Note: You must
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> (1) To access the Files Section of our Yahoo!Group for Report Builder
> and Crystal Reports and other 'goodies', please goto:
> http://groups.yahoo.com/group/vantage/files/.
> <http://groups.yahoo.com/group/vantage/files/>
> (2) To search through old msg's goto:
> http://groups.yahoo.com/group/vantage/messages
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>
> Useful links for the Yahoo!Groups Vantage Board are: ( Note: You must
> have already linked your email address to a yahoo id to enable access. )
> (1) To access the Files Section of our Yahoo!Group for Report Builder
> and Crystal Reports and other 'goodies', please goto:
> http://groups.yahoo.com/group/vantage/files/.
> <http://groups.yahoo.com/group/vantage/files/>
> (2) To search through old msg's goto:
> http://groups.yahoo.com/group/vantage/messages
> (3) To view links to Vendors that provide Vantage services goto:
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>
>
>
>
>
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> Useful links for the Yahoo!Groups Vantage Board are: ( Note: You
must have
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Builder and
> Crystal Reports and other 'goodies', please goto:
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> (2) To search through old msg's goto:
> http://groups.yahoo.com/group/vantage/messages
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> Yahoo! Groups Links
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