E9 - Anyone Using CRM?

Yahoo Archive
1
We stuck with ACT ourselves after testing the base Epicor CRM features and found it lacking as well as clunky to use.

We use a lot of attaching emails to contacts to follow a history of communication as well as having proactive alerts coming up for activities.

We looked at Salesforce and the integration until we found how much that integration costs.

We're now likely to make the migration to Saleslogix and use Service Connect to write our own integration of Epicor to Saleslogix for various elements in Epicor.

--- In vantage@yahoogroups.com, Jim Feetterer <jfeetterer@...> wrote:
>
> We are determining if we should use CRM in E9 or just go with ACT. Is there anyone using E9 CRM?
2
We are determining if we should use CRM in E9 or just go with ACT. Is there anyone using E9 CRM?

Jim Feetterer - Manager of Information Technology
Morgan Bronze Products Inc.
847-526-6000 X121
jfeetterer@...<mailto:jfeetterer@...>

www.morganbronze.com<http://www.morganbronze.com/>
[cid:image001.jpg@01CD8441.0CBD0FB0]




[Non-text portions of this message have been removed]
3
yes, using CRM and IW for the off-line reporting

what would you like to know?
motty


--- In vantage@yahoogroups.com, Jim Feetterer <jfeetterer@...> wrote:
>
> We are determining if we should use CRM in E9 or just go with ACT. Is there anyone using E9 CRM?
>
> Jim Feetterer - Manager of Information Technology
> Morgan Bronze Products Inc.
> 847-526-6000 X121
> jfeetterer@...<mailto:jfeetterer@...>
>
> www.morganbronze.com<http://www.morganbronze.com/>
> [cid:image001.jpg@...]
>
>
>
>
> [Non-text portions of this message have been removed]
>
4
Good Day Jim:

We are also trying to decide how to do CRM - Epicor CRM module or
SalesForce, or combination.

I saw a Webinar from Alternative, a Epicor Partner, on their
integration of SalesForce to Epicor. Looked very complete.

I had asked the list-server this a while back and mostly people seem
to be using SalesForce and then integrating it with Epicor CRM -- usual
reason was that SF was much better, faster at controlling sales calls
and getting Salesman to use it.

We have not done any research otherwise, so do not have a final
answer.

I am unfamiliar with ACT.


Len
Leonard C. Hartka, IS Project Manager\ERP Specialist
Sun Automation Group
66 Loveton Circle
Sparks, Md. 21152
410-329-3560 ext. 120
410-329-3564 FAX
443-255-7192 Work Cell
len.hartka@...

www.Sunautomation.com <http://www.sunautomation.com/>


________________________________

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Jim Feetterer
Sent: Monday, August 27, 2012 11:45 AM
To: vantage@yahoogroups.com
Subject: [Vantage] E9 - Anyone Using CRM?




We are determining if we should use CRM in E9 or just go with ACT. Is
there anyone using E9 CRM?

Jim Feetterer - Manager of Information Technology
Morgan Bronze Products Inc.
847-526-6000 X121
jfeetterer@... <mailto:jfeetterer%40morganbronze.com>
<mailto:jfeetterer@...
<mailto:jfeetterer%40morganbronze.com> >

www.morganbronze.com<http://www.morganbronze.com/>
[cid:image001.jpg@01CD8441.0CBD0FB0
<mailto:image001.jpg%4001CD8441.0CBD0FB0> ]

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






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