Crm

Yahoo Archive
1
Any 5.2 beta sites care to give us a list of CRM enhancements to look
forward to? I'm dieing to hear what's going on.

Patrick
2
You might want to check with your CAM later this week about CRM. Vantage
CRM pricing and availability of v 5.2 are supposed to be covered in a
meeting scheduled for May 6 - 9 in Minneapolis. I would presume that the
CRM enhancements will be covered also.

Regards,
Scott

-----Original Message-----
From: Winter, Patrick [mailto:pjw@...]
Sent: Monday, May 06, 2002 9:08 AM
To: Vantage User Group on Onelist (E-mail)
Subject: [Vantage] CRM


Any 5.2 beta sites care to give us a list of CRM enhancements to look
forward to? I'm dieing to hear what's going on.

Patrick




[Non-text portions of this message have been removed]
3
I wondered what packages everyone is using for CRM these days? We
are going to look at some CRM packages. Vantage CRM module would be
one. Is there any feedback on that? Can anyone share their
experience with any other products? Thanks.
4
We had looked at Clientele and Siebel's Mid-Market edition a couple years ago.

Mike Lowe
Connor Manufacturing Services

-----Original Message-----
From: lois_heisey [mailto:lheisey@...]
Sent: Tuesday, September 09, 2003 12:04 PM
To: vantage@yahoogroups.com
Subject: [Vantage] CRM



I wondered what packages everyone is using for CRM these days? We
are going to look at some CRM packages. Vantage CRM module would be
one. Is there any feedback on that? Can anyone share their
experience with any other products? Thanks.



Yahoo! Groups Sponsor

ADVERTISEMENT
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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/.
(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: http://groups.yahoo.com/group/vantage/links

Your use of Yahoo! Groups is subject to the Yahoo! Terms of Service <http://docs.yahoo.com/info/terms/> .




[Non-text portions of this message have been removed]
5
any comment on either package? Could you pull data in/out of Vantage?

-----Original Message-----
From: Mike Lowe [mailto:MLowe@...]
Sent: Tuesday, September 09, 2003 2:05 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] CRM


We had looked at Clientele and Siebel's Mid-Market edition a couple years
ago.

Mike Lowe
Connor Manufacturing Services

-----Original Message-----
From: lois_heisey [mailto:lheisey@...]
Sent: Tuesday, September 09, 2003 12:04 PM
To: vantage@yahoogroups.com
Subject: [Vantage] CRM



I wondered what packages everyone is using for CRM these days? We
are going to look at some CRM packages. Vantage CRM module would be
one. Is there any feedback on that? Can anyone share their
experience with any other products? Thanks.



Yahoo! Groups Sponsor

ADVERTISEMENT

<http://rd.yahoo.com/M=251812.3856299.5103760.1261774/D=egroupweb/S=17050071
83:HM/A=1754451/R=0/SIG=11tkldm5d/*http://www.netflix.com/Default?mqso=60178
323&partid=3856299> click here

<http://us.adserver.yahoo.com/l?M=251812.3856299.5103760.1261774/D=egroupmai
l/S=:HM/A=1754451/rand=612046141>

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/.
(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:
http://groups.yahoo.com/group/vantage/links

Your use of Yahoo! Groups is subject to the Yahoo! Terms of Service
<http://docs.yahoo.com/info/terms/> .




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



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/.
(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:
http://groups.yahoo.com/group/vantage/links

Your use of Yahoo! Groups is subject to http://docs.yahoo.com/info/terms/
6
We are about to dump GoldMine for Selltis. Looked at Clientele, but the
pricepoint was a tad too high. According to our director of sales, Selltis
is going to be the best thing next to sliced bread. Right. We do not
generate sales from a large pool of leads, our sales process is very
involved, and differs from client to client. Nothing that GoldMine or ACT
couldn't do. Just ignore the IT guy, and waste some more money....

I also looked very briefly at Microsoft's CRM: very nice Outlook type of
GUI. But the software requirements were a little bit less than outrageous:
Microsoft Windows 2000 Server (or Advanced Server) with Service Pack 3 or
later.
Microsoft Message Queuing (MSMQ)
Indexing Service
Internet Information Services
Microsoft Data Access Components (MDAC) 2.7 SP1
Microsoft XML Core Services 4.0 with Service Pack 1
Microsoft .NET Framework with Service Pack 2
Microsoft SQL Server 2000 with Service Pack 2 or later

The one good thing about our Selltis deal is that it will be hosted, which
pretty much takes care of my synch headaches with GoldMine....

FWIW,

Paul


-----Original Message-----
From: lois_heisey [mailto:lheisey@...]
Sent: Tuesday, September 09, 2003 3:04 PM
To: vantage@yahoogroups.com
Subject: [Vantage] CRM


I wondered what packages everyone is using for CRM these days? We
are going to look at some CRM packages. Vantage CRM module would be
one. Is there any feedback on that? Can anyone share their
experience with any other products? Thanks.



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/.
(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:
http://groups.yahoo.com/group/vantage/links

Your use of Yahoo! Groups is subject to http://docs.yahoo.com/info/terms/
7
As an aside about Vantage CRM.....my notes on Vantage 6.10 has Epicor calling it "the CRM Release". My understanding is that it has significant changes and hooks related to CRM, especially with the new mobile connect features. When comparing products it might make sense to make sure the 6.10 version is looked at as opposed to earlier Vantage versions. Maybe check with your acocunt manager.
-Todd C.

-----Original Message-----
From: Heisey, Lois [mailto:lheisey@...]
Sent: Tuesday, September 09, 2003 2:31 PM
To: 'vantage@yahoogroups.com'
Subject: RE: [Vantage] CRM


any comment on either package? Could you pull data in/out of Vantage?

-----Original Message-----
From: Mike Lowe [mailto:MLowe@...]
Sent: Tuesday, September 09, 2003 2:05 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] CRM


We had looked at Clientele and Siebel's Mid-Market edition a couple years
ago.

Mike Lowe
Connor Manufacturing Services

-----Original Message-----
From: lois_heisey [mailto:lheisey@...]
Sent: Tuesday, September 09, 2003 12:04 PM
To: vantage@yahoogroups.com
Subject: [Vantage] CRM



I wondered what packages everyone is using for CRM these days? We
are going to look at some CRM packages. Vantage CRM module would be
one. Is there any feedback on that? Can anyone share their
experience with any other products? Thanks.



Yahoo! Groups Sponsor

ADVERTISEMENT

< http://rd.yahoo.com/M=251812.3856299.5103760.1261774/D=egroupweb/S=17050071
83:HM/A=1754451/R=0/SIG=11tkldm5d/* http://www.netflix.com/Default?mqso=60178
323&partid=3856299> click here

< http://us.adserver.yahoo.com/l?M=251812.3856299.5103760.1261774/D=egroupmai
l/S=:HM/A=1754451/rand=612046141>

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/.
(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:
http://groups.yahoo.com/group/vantage/links

Your use of Yahoo! Groups is subject to the Yahoo! Terms of Service
< http://docs.yahoo.com/info/terms/> .




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



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/.
(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:
http://groups.yahoo.com/group/vantage/links

Your use of Yahoo! Groups is subject to http://docs.yahoo.com/info/terms/



Yahoo! Groups Sponsor

ADVERTISEMENT
<http://rd.yahoo.com/M=243273.3860859.5106138.1261774/D=egroupweb/S=1705007183:HM/A=1750744/R=0/SIG=1294qpd5p/*http://servedby.advertising.com/click/site=552006/bnum=1063136091552454> Click to learn more...
<http://us.adserver.yahoo.com/l?M=243273.3860859.5106138.1261774/D=egroupmail/S=:HM/A=1750744/rand=905638648>

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/.
(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: http://groups.yahoo.com/group/vantage/links

Your use of Yahoo! Groups is subject to the Yahoo! Terms of Service <http://docs.yahoo.com/info/terms/> .




[Non-text portions of this message have been removed]
8
Actually Paul, there are only two products that you actually have to
purchase for the MS CRM. Windows 2000 Server and SQL Server. All of the
other stuff will come with one or the other software packages. It seems
like a lot of software, but most of this is included with Windows 2000
Server or available for download for free.

Just thought that I would clear this up,

Ted Kitch
tedkitch@...

-----Original Message-----
From: Paul Siebers [mailto:paul.siebers@...]
Sent: Tuesday, September 09, 2003 2:42 PM
To: 'vantage@yahoogroups.com'
Subject: RE: [Vantage] CRM

We are about to dump GoldMine for Selltis. Looked at Clientele, but the
pricepoint was a tad too high. According to our director of sales, Selltis
is going to be the best thing next to sliced bread. Right. We do not
generate sales from a large pool of leads, our sales process is very
involved, and differs from client to client. Nothing that GoldMine or ACT
couldn't do. Just ignore the IT guy, and waste some more money....

I also looked very briefly at Microsoft's CRM: very nice Outlook type of
GUI. But the software requirements were a little bit less than outrageous:
Microsoft Windows 2000 Server (or Advanced Server) with Service Pack 3 or
later.
Microsoft Message Queuing (MSMQ)
Indexing Service
Internet Information Services
Microsoft Data Access Components (MDAC) 2.7 SP1
Microsoft XML Core Services 4.0 with Service Pack 1
Microsoft .NET Framework with Service Pack 2
Microsoft SQL Server 2000 with Service Pack 2 or later

The one good thing about our Selltis deal is that it will be hosted, which
pretty much takes care of my synch headaches with GoldMine....

FWIW,

Paul


-----Original Message-----
From: lois_heisey [mailto:lheisey@...]
Sent: Tuesday, September 09, 2003 3:04 PM
To: vantage@yahoogroups.com
Subject: [Vantage] CRM


I wondered what packages everyone is using for CRM these days? We
are going to look at some CRM packages. Vantage CRM module would be
one. Is there any feedback on that? Can anyone share their
experience with any other products? Thanks.



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
<http://groups.yahoo.com/group/vantage/messages>
(3) To view links to Vendors that provide Vantage services goto:
http://groups.yahoo.com/group/vantage/links
<http://groups.yahoo.com/group/vantage/links>

Your use of Yahoo! Groups is subject to http://docs.yahoo.com/info/terms/
<http://docs.yahoo.com/info/terms/>





Yahoo! Groups Sponsor


ADVERTISEMENT

<http://rd.yahoo.com/M=244522.3707890.4968055.1261774/D=egroupweb/S=17050071
83:HM/A=1595054/R=0/SIG=124ukap9t/*http:/ashnin.com/clk/muryutaitakenattogyo
?YH=3707890&yhad=1595054> Click Here!


<http://us.adserver.yahoo.com/l?M=244522.3707890.4968055.1261774/D=egroupmai
l/S=:HM/A=1595054/rand=100861073>

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
<http://groups.yahoo.com/group/vantage/messages>
(3) To view links to Vendors that provide Vantage services goto:
http://groups.yahoo.com/group/vantage/links
<http://groups.yahoo.com/group/vantage/links>

Your use of Yahoo! Groups is subject to the Yahoo!
<http://docs.yahoo.com/info/terms/> Terms of Service.


[Non-text portions of this message have been removed]
9
Lois,
We have the CRM module. There is alot of functionality in the 5.2 version,
including importing/exporting contacts to Outlook. We are not fully using
the module, but I think it might be a great tool if used. Before you add
the module to Vantage there are some setup paramaters that need to be set or
your Quotes and Sales Orders might not work.
Hope this helps.
Nancy


-----Original Message-----
From: lois_heisey [mailto:lheisey@...]
Sent: Tuesday, September 09, 2003 3:04 PM
To: vantage@yahoogroups.com
Subject: [Vantage] CRM


I wondered what packages everyone is using for CRM these days? We
are going to look at some CRM packages. Vantage CRM module would be
one. Is there any feedback on that? Can anyone share their
experience with any other products? Thanks.



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/.
(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:
http://groups.yahoo.com/group/vantage/links

Your use of Yahoo! Groups is subject to http://docs.yahoo.com/info/terms/
10
Lois,
We have the CRM module. There is alot of functionality in the 5.2 version,
including importing/exporting contacts to Outlook. We are not fully using
the module, but I think it might be a great tool if used. Before you add
the module to Vantage there are some setup paramaters that need to be set or
your Quotes and Sales Orders might not work.
Hope this helps.
Nancy


-----Original Message-----
From: lois_heisey [mailto:lheisey@...]
Sent: Tuesday, September 09, 2003 3:04 PM
To: vantage@yahoogroups.com
Subject: [Vantage] CRM


I wondered what packages everyone is using for CRM these days? We
are going to look at some CRM packages. Vantage CRM module would be
one. Is there any feedback on that? Can anyone share their
experience with any other products? Thanks.



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/.
(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:
http://groups.yahoo.com/group/vantage/links

Your use of Yahoo! Groups is subject to http://docs.yahoo.com/info/terms/
11
Let's see...

For the "standard" version, you will also need Exchange Server 2000 if you
would like to have CRM related tasks actually show up in your Outlook
calendar.

For the "professional" version (read the version with any chance at all of
back office or ERP integration) you will also need to have Biztalk server.

Good luck with your decision.

Michael

Michael Barry
Aspacia Systems Inc
866.566.9600
312.803.0730 fax
http://www.aspacia.com/


-----Original Message-----
From: Ted Kitch [mailto:onelist@...]
Sent: Tuesday, September 09, 2003 1:03 PM
To: 'vantage@yahoogroups.com'
Subject: RE: [Vantage] CRM


Actually Paul, there are only two products that you actually have to
purchase for the MS CRM. Windows 2000 Server and SQL Server. All of the
other stuff will come with one or the other software packages. It seems
like a lot of software, but most of this is included with Windows 2000
Server or available for download for free.

Just thought that I would clear this up,

Ted Kitch
tedkitch@...

-----Original Message-----
From: Paul Siebers [mailto:paul.siebers@...]
Sent: Tuesday, September 09, 2003 2:42 PM
To: 'vantage@yahoogroups.com'
Subject: RE: [Vantage] CRM

We are about to dump GoldMine for Selltis. Looked at Clientele, but the
pricepoint was a tad too high. According to our director of sales, Selltis
is going to be the best thing next to sliced bread. Right. We do not
generate sales from a large pool of leads, our sales process is very
involved, and differs from client to client. Nothing that GoldMine or ACT
couldn't do. Just ignore the IT guy, and waste some more money....

I also looked very briefly at Microsoft's CRM: very nice Outlook type of
GUI. But the software requirements were a little bit less than outrageous:
Microsoft Windows 2000 Server (or Advanced Server) with Service Pack 3 or
later.
Microsoft Message Queuing (MSMQ)
Indexing Service
Internet Information Services
Microsoft Data Access Components (MDAC) 2.7 SP1
Microsoft XML Core Services 4.0 with Service Pack 1
Microsoft .NET Framework with Service Pack 2
Microsoft SQL Server 2000 with Service Pack 2 or later

The one good thing about our Selltis deal is that it will be hosted, which
pretty much takes care of my synch headaches with GoldMine....

FWIW,

Paul


-----Original Message-----
From: lois_heisey [mailto:lheisey@...]
Sent: Tuesday, September 09, 2003 3:04 PM
To: vantage@yahoogroups.com
Subject: [Vantage] CRM


I wondered what packages everyone is using for CRM these days? We
are going to look at some CRM packages. Vantage CRM module would be
one. Is there any feedback on that? Can anyone share their
experience with any other products? Thanks.



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
<http://groups.yahoo.com/group/vantage/messages>
(3) To view links to Vendors that provide Vantage services goto:
http://groups.yahoo.com/group/vantage/links
<http://groups.yahoo.com/group/vantage/links>

Your use of Yahoo! Groups is subject to http://docs.yahoo.com/info/terms/
<http://docs.yahoo.com/info/terms/>





Yahoo! Groups Sponsor


ADVERTISEMENT

<http://rd.yahoo.com/M=244522.3707890.4968055.1261774/D=egroupweb/S=17050071
83:HM/A=1595054/R=0/SIG=124ukap9t/*http:/ashnin.com/clk/muryutaitakenattogyo
?YH=3707890&yhad=1595054> Click Here!


<http://us.adserver.yahoo.com/l?M=244522.3707890.4968055.1261774/D=egroupmai
l/S=:HM/A=1595054/rand=100861073>

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
<http://groups.yahoo.com/group/vantage/messages>
(3) To view links to Vendors that provide Vantage services goto:
http://groups.yahoo.com/group/vantage/links
<http://groups.yahoo.com/group/vantage/links>

Your use of Yahoo! Groups is subject to the Yahoo!
<http://docs.yahoo.com/info/terms/> Terms of Service.


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



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/.
(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:
http://groups.yahoo.com/group/vantage/links

Your use of Yahoo! Groups is subject to http://docs.yahoo.com/info/terms/
12
Are you referring to the Vantage module? If so what version?

-----Original Message-----
From: Michael Barry [mailto:mbarry@...]
Sent: Wednesday, September 10, 2003 9:24 AM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] CRM


Let's see...

For the "standard" version, you will also need Exchange Server 2000 if you
would like to have CRM related tasks actually show up in your Outlook
calendar.

For the "professional" version (read the version with any chance at all of
back office or ERP integration) you will also need to have Biztalk server.

Good luck with your decision.

Michael

Michael Barry
Aspacia Systems Inc
866.566.9600
312.803.0730 fax
http://www.aspacia.com/


-----Original Message-----
From: Ted Kitch [mailto:onelist@...]
Sent: Tuesday, September 09, 2003 1:03 PM
To: 'vantage@yahoogroups.com'
Subject: RE: [Vantage] CRM


Actually Paul, there are only two products that you actually have to
purchase for the MS CRM. Windows 2000 Server and SQL Server. All of the
other stuff will come with one or the other software packages. It seems
like a lot of software, but most of this is included with Windows 2000
Server or available for download for free.

Just thought that I would clear this up,

Ted Kitch
tedkitch@...

-----Original Message-----
From: Paul Siebers [mailto:paul.siebers@...]
Sent: Tuesday, September 09, 2003 2:42 PM
To: 'vantage@yahoogroups.com'
Subject: RE: [Vantage] CRM

We are about to dump GoldMine for Selltis. Looked at Clientele, but the
pricepoint was a tad too high. According to our director of sales, Selltis
is going to be the best thing next to sliced bread. Right. We do not
generate sales from a large pool of leads, our sales process is very
involved, and differs from client to client. Nothing that GoldMine or ACT
couldn't do. Just ignore the IT guy, and waste some more money....

I also looked very briefly at Microsoft's CRM: very nice Outlook type of
GUI. But the software requirements were a little bit less than outrageous:
Microsoft Windows 2000 Server (or Advanced Server) with Service Pack 3 or
later.
Microsoft Message Queuing (MSMQ)
Indexing Service
Internet Information Services
Microsoft Data Access Components (MDAC) 2.7 SP1
Microsoft XML Core Services 4.0 with Service Pack 1
Microsoft .NET Framework with Service Pack 2
Microsoft SQL Server 2000 with Service Pack 2 or later

The one good thing about our Selltis deal is that it will be hosted, which
pretty much takes care of my synch headaches with GoldMine....

FWIW,

Paul


-----Original Message-----
From: lois_heisey [mailto:lheisey@...]
Sent: Tuesday, September 09, 2003 3:04 PM
To: vantage@yahoogroups.com
Subject: [Vantage] CRM


I wondered what packages everyone is using for CRM these days? We
are going to look at some CRM packages. Vantage CRM module would be
one. Is there any feedback on that? Can anyone share their
experience with any other products? Thanks.



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
<http://groups.yahoo.com/group/vantage/messages>
(3) To view links to Vendors that provide Vantage services goto:
http://groups.yahoo.com/group/vantage/links
<http://groups.yahoo.com/group/vantage/links>

Your use of Yahoo! Groups is subject to http://docs.yahoo.com/info/terms/
<http://docs.yahoo.com/info/terms/>





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(2) To search through old msg's goto:
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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/.
(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:
http://groups.yahoo.com/group/vantage/links

Your use of Yahoo! Groups is subject to http://docs.yahoo.com/info/terms/




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/.
(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:
http://groups.yahoo.com/group/vantage/links

Your use of Yahoo! Groups is subject to http://docs.yahoo.com/info/terms/
13
I was referring to MS CRM v1.1

Michael

-----Original Message-----
From: Heisey, Lois [mailto:lheisey@...]
Sent: Wednesday, September 10, 2003 9:06 AM
To: 'vantage@yahoogroups.com'
Subject: RE: [Vantage] CRM


Are you referring to the Vantage module? If so what version?

-----Original Message-----
From: Michael Barry [mailto:mbarry@...]
Sent: Wednesday, September 10, 2003 9:24 AM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] CRM


Let's see...

For the "standard" version, you will also need Exchange Server 2000 if you
would like to have CRM related tasks actually show up in your Outlook
calendar.

For the "professional" version (read the version with any chance at all of
back office or ERP integration) you will also need to have Biztalk server.

Good luck with your decision.

Michael

Michael Barry
Aspacia Systems Inc
866.566.9600
312.803.0730 fax
http://www.aspacia.com/


-----Original Message-----
From: Ted Kitch [mailto:onelist@...]
Sent: Tuesday, September 09, 2003 1:03 PM
To: 'vantage@yahoogroups.com'
Subject: RE: [Vantage] CRM


Actually Paul, there are only two products that you actually have to
purchase for the MS CRM. Windows 2000 Server and SQL Server. All of the
other stuff will come with one or the other software packages. It seems
like a lot of software, but most of this is included with Windows 2000
Server or available for download for free.

Just thought that I would clear this up,

Ted Kitch
tedkitch@...

-----Original Message-----
From: Paul Siebers [mailto:paul.siebers@...]
Sent: Tuesday, September 09, 2003 2:42 PM
To: 'vantage@yahoogroups.com'
Subject: RE: [Vantage] CRM

We are about to dump GoldMine for Selltis. Looked at Clientele, but the
pricepoint was a tad too high. According to our director of sales, Selltis
is going to be the best thing next to sliced bread. Right. We do not
generate sales from a large pool of leads, our sales process is very
involved, and differs from client to client. Nothing that GoldMine or ACT
couldn't do. Just ignore the IT guy, and waste some more money....

I also looked very briefly at Microsoft's CRM: very nice Outlook type of
GUI. But the software requirements were a little bit less than outrageous:
Microsoft Windows 2000 Server (or Advanced Server) with Service Pack 3 or
later.
Microsoft Message Queuing (MSMQ)
Indexing Service
Internet Information Services
Microsoft Data Access Components (MDAC) 2.7 SP1
Microsoft XML Core Services 4.0 with Service Pack 1
Microsoft .NET Framework with Service Pack 2
Microsoft SQL Server 2000 with Service Pack 2 or later

The one good thing about our Selltis deal is that it will be hosted, which
pretty much takes care of my synch headaches with GoldMine....

FWIW,

Paul


-----Original Message-----
From: lois_heisey [mailto:lheisey@...]
Sent: Tuesday, September 09, 2003 3:04 PM
To: vantage@yahoogroups.com
Subject: [Vantage] CRM


I wondered what packages everyone is using for CRM these days? We
are going to look at some CRM packages. Vantage CRM module would be
one. Is there any feedback on that? Can anyone share their
experience with any other products? Thanks.



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
<http://groups.yahoo.com/group/vantage/messages>
(3) To view links to Vendors that provide Vantage services goto:
http://groups.yahoo.com/group/vantage/links
<http://groups.yahoo.com/group/vantage/links>

Your use of Yahoo! Groups is subject to http://docs.yahoo.com/info/terms/
<http://docs.yahoo.com/info/terms/>





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83:HM/A=1595054/R=0/SIG=124ukap9t/*http:/ashnin.com/clk/muryutaitakenattogyo
?YH=3707890&yhad=1595054> Click Here!


<http://us.adserver.yahoo.com/l?M=244522.3707890.4968055.1261774/D=egroupmai
l/S=:HM/A=1595054/rand=100861073>

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
<http://groups.yahoo.com/group/vantage/messages>
(3) To view links to Vendors that provide Vantage services goto:
http://groups.yahoo.com/group/vantage/links
<http://groups.yahoo.com/group/vantage/links>

Your use of Yahoo! Groups is subject to the Yahoo!
<http://docs.yahoo.com/info/terms/> Terms of Service.


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



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/.
(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:
http://groups.yahoo.com/group/vantage/links

Your use of Yahoo! Groups is subject to http://docs.yahoo.com/info/terms/




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/.
(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:
http://groups.yahoo.com/group/vantage/links

Your use of Yahoo! Groups is subject to http://docs.yahoo.com/info/terms/



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/.
(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:
http://groups.yahoo.com/group/vantage/links

Your use of Yahoo! Groups is subject to http://docs.yahoo.com/info/terms/
14
Thanks

-----Original Message-----
From: Michael Barry [mailto:mbarry@...]
Sent: Thursday, September 11, 2003 11:53 AM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] CRM


I was referring to MS CRM v1.1

Michael

-----Original Message-----
From: Heisey, Lois [mailto:lheisey@...]
Sent: Wednesday, September 10, 2003 9:06 AM
To: 'vantage@yahoogroups.com'
Subject: RE: [Vantage] CRM


Are you referring to the Vantage module? If so what version?

-----Original Message-----
From: Michael Barry [mailto:mbarry@...]
Sent: Wednesday, September 10, 2003 9:24 AM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] CRM


Let's see...

For the "standard" version, you will also need Exchange Server 2000 if you
would like to have CRM related tasks actually show up in your Outlook
calendar.

For the "professional" version (read the version with any chance at all of
back office or ERP integration) you will also need to have Biztalk server.

Good luck with your decision.

Michael

Michael Barry
Aspacia Systems Inc
866.566.9600
312.803.0730 fax
http://www.aspacia.com/


-----Original Message-----
From: Ted Kitch [mailto:onelist@...]
Sent: Tuesday, September 09, 2003 1:03 PM
To: 'vantage@yahoogroups.com'
Subject: RE: [Vantage] CRM


Actually Paul, there are only two products that you actually have to
purchase for the MS CRM. Windows 2000 Server and SQL Server. All of the
other stuff will come with one or the other software packages. It seems
like a lot of software, but most of this is included with Windows 2000
Server or available for download for free.

Just thought that I would clear this up,

Ted Kitch
tedkitch@...

-----Original Message-----
From: Paul Siebers [mailto:paul.siebers@...]
Sent: Tuesday, September 09, 2003 2:42 PM
To: 'vantage@yahoogroups.com'
Subject: RE: [Vantage] CRM

We are about to dump GoldMine for Selltis. Looked at Clientele, but the
pricepoint was a tad too high. According to our director of sales, Selltis
is going to be the best thing next to sliced bread. Right. We do not
generate sales from a large pool of leads, our sales process is very
involved, and differs from client to client. Nothing that GoldMine or ACT
couldn't do. Just ignore the IT guy, and waste some more money....

I also looked very briefly at Microsoft's CRM: very nice Outlook type of
GUI. But the software requirements were a little bit less than outrageous:
Microsoft Windows 2000 Server (or Advanced Server) with Service Pack 3 or
later.
Microsoft Message Queuing (MSMQ)
Indexing Service
Internet Information Services
Microsoft Data Access Components (MDAC) 2.7 SP1
Microsoft XML Core Services 4.0 with Service Pack 1
Microsoft .NET Framework with Service Pack 2
Microsoft SQL Server 2000 with Service Pack 2 or later

The one good thing about our Selltis deal is that it will be hosted, which
pretty much takes care of my synch headaches with GoldMine....

FWIW,

Paul


-----Original Message-----
From: lois_heisey [mailto:lheisey@...]
Sent: Tuesday, September 09, 2003 3:04 PM
To: vantage@yahoogroups.com
Subject: [Vantage] CRM


I wondered what packages everyone is using for CRM these days? We
are going to look at some CRM packages. Vantage CRM module would be
one. Is there any feedback on that? Can anyone share their
experience with any other products? Thanks.



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
<http://groups.yahoo.com/group/vantage/messages>
(3) To view links to Vendors that provide Vantage services goto:
http://groups.yahoo.com/group/vantage/links
<http://groups.yahoo.com/group/vantage/links>

Your use of Yahoo! Groups is subject to http://docs.yahoo.com/info/terms/
<http://docs.yahoo.com/info/terms/>





Yahoo! Groups Sponsor


ADVERTISEMENT

<http://rd.yahoo.com/M=244522.3707890.4968055.1261774/D=egroupweb/S=17050071
83:HM/A=1595054/R=0/SIG=124ukap9t/*http:/ashnin.com/clk/muryutaitakenattogyo
?YH=3707890&yhad=1595054> Click Here!


<http://us.adserver.yahoo.com/l?M=244522.3707890.4968055.1261774/D=egroupmai
l/S=:HM/A=1595054/rand=100861073>

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
<http://groups.yahoo.com/group/vantage/messages>
(3) To view links to Vendors that provide Vantage services goto:
http://groups.yahoo.com/group/vantage/links
<http://groups.yahoo.com/group/vantage/links>

Your use of Yahoo! Groups is subject to the Yahoo!
<http://docs.yahoo.com/info/terms/> Terms of Service.


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



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/.
(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:
http://groups.yahoo.com/group/vantage/links

Your use of Yahoo! Groups is subject to http://docs.yahoo.com/info/terms/




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/.
(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:
http://groups.yahoo.com/group/vantage/links

Your use of Yahoo! Groups is subject to http://docs.yahoo.com/info/terms/



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/.
(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:
http://groups.yahoo.com/group/vantage/links

Your use of Yahoo! Groups is subject to http://docs.yahoo.com/info/terms/




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/.
(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:
http://groups.yahoo.com/group/vantage/links

Your use of Yahoo! Groups is subject to http://docs.yahoo.com/info/terms/
15
Is anyone from the group using CRM? I am setting up the Master Files
for CRM and need some assistance. For instance, when adding a TASK
SET is there standard nomenclature? Any help would be appreciated.

Thanks,

Mark
16
My company will be implementing CRM, and I was wondering if there are
any issues or things to look out for?


[Non-text portions of this message have been removed]
17
Anybody brave out there? We're looking at implementing CRM and we're looking for an installation in New England or the Northeast US who's implemented it, and would be willing to let us possibly visit and 'pick your brain' regarding it. I've heard that it's very easy to make it too complicated, and CRM systems have a terrible reputation for creating more problems than they solve. Especially if you feel you've done it 'right' I'd appreciate the chance to see what you've done.

Thanks.

Jeff Glaze
Decorated Products
jglaze@...
413-568-0944


[Non-text portions of this message have been removed]
18
Has anyone had any experience using Seibel on demand (CRM software delivered
over the web at a monthly rate) or any other CRM software like this? We are
on Vantage 5.2 and have Epicor's CRM product but have found it to be
unusable with version 5.2 based on experience in testing it with our
database. The sales work bench is incredibly slow and it also causes a
performance problem (admitted by Epicor - SCR 8109) with the Quote browse
function in quote entry and tracker after you load it and do the required
conversion. We are hoping that Epicor's CRM product will be functional with
8.0 and we can use it at some point but we probably will not be upgrading to
8.0 for at least another year and need some type of CRM system to use to
help manage leads and RFQ's over the web for our external sales reps off
site, and for are internal people.

Tim Goertz



[Non-text portions of this message have been removed]
19
Does Epicor have a partner with a CRM provider?



I was looking to see if there was a solution to CRM outside of Vantage,
but that ties into the database.



Anyone using 3rd party CRM software now?



Thanks!





Ben Belzer
IT Manager

TCI Precision Metals
800.234.5613.W
310.323.1255.F
bbelzer@... <mailto:bbelzer@...>
www.tciprecision.com <http://www.tciprecision.com/>







[Non-text portions of this message have been removed]
20
Maybe this would be a better poll question:

Does anyone like the Vantage CRM module?


Curiously,
David Gartner
EPG Companies Inc.
Vantage 5.20.325