CRM and Quote Management

There are several areas that can be confusing on the workflow such as having to quote something before you can print the quote form, tasks (milestones, wining and losing) and get details. Also the part on the fly can be tricky if you are not using an established part number already in the system

Would be glad to talk to you about it. Let me know if you would like to set up a call

Lori Gustafson <lori.gustafson@...> wrote:
Mark,

Did you encounter any issues during the setup and implementation of
either of the modules? We are currently testing the CRM and Quote
management modules and we are looking for someone to possibly talk to
about their experience with these applications.

Lori Gustafson

Information Resources

Precision, Inc.

763-852-6718

________________________________

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Mark Wagner
Sent: Wednesday, October 17, 2007 4:48 PM
To: vantage@yahoogroups.com
Subject: Re: [Vantage] CRM and Quote Management

Lori, we are using CRM and quote management

Mark Wagner
Vira Manufacturing

Lori Gustafson <lori.gustafson@...
<mailto:lori.gustafson%40precision-inc.com> > wrote:
Is there anyone out there using CRM and Quote management in Vantage 8.0?

Lori Gustafson

Information Resources

Precision, Inc.

763-852-6718

[Non-text portions of this message have been removed]

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[Non-text portions of this message have been removed]
Is there anyone out there using CRM and Quote management in Vantage 8.0?




Lori Gustafson

Information Resources

Precision, Inc.

763-852-6718





[Non-text portions of this message have been removed]
What are you looking for specifically? We use both, but loosely....







M. Manasa Reddy

manasa@...

P: 630-806-2000

F: 630-806-2001

________________________________

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Lori Gustafson
Sent: Wednesday, October 17, 2007 10:14 AM
To: vantage@yahoogroups.com
Subject: [Vantage] CRM and Quote Management



Is there anyone out there using CRM and Quote management in Vantage 8.0?

Lori Gustafson

Information Resources

Precision, Inc.

763-852-6718

[Non-text portions of this message have been removed]





[Non-text portions of this message have been removed]
Lori, we are using CRM and quote management

Mark Wagner
Vira Manufacturing

Lori Gustafson <lori.gustafson@...> wrote:
Is there anyone out there using CRM and Quote management in Vantage 8.0?

Lori Gustafson

Information Resources

Precision, Inc.

763-852-6718

[Non-text portions of this message have been removed]





__________________________________________________
Do You Yahoo!?
Tired of spam? Yahoo! Mail has the best spam protection around
http://mail.yahoo.com

[Non-text portions of this message have been removed]
Mark,



Did you encounter any issues during the setup and implementation of
either of the modules? We are currently testing the CRM and Quote
management modules and we are looking for someone to possibly talk to
about their experience with these applications.



Lori Gustafson

Information Resources

Precision, Inc.

763-852-6718

________________________________

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Mark Wagner
Sent: Wednesday, October 17, 2007 4:48 PM
To: vantage@yahoogroups.com
Subject: Re: [Vantage] CRM and Quote Management



Lori, we are using CRM and quote management

Mark Wagner
Vira Manufacturing

Lori Gustafson <lori.gustafson@...
<mailto:lori.gustafson%40precision-inc.com> > wrote:
Is there anyone out there using CRM and Quote management in Vantage 8.0?

Lori Gustafson

Information Resources

Precision, Inc.

763-852-6718

[Non-text portions of this message have been removed]

__________________________________________________
Do You Yahoo!?
Tired of spam? Yahoo! Mail has the best spam protection around
http://mail.yahoo.com <http://mail.yahoo.com>

[Non-text portions of this message have been removed]





[Non-text portions of this message have been removed]