E9 -- CRM module in E9 - 9.05.605 or SalesForce.com

system · May 31, 2012, 10:43am

Good Day Sean, and other responders:

Thanks for the response.

What version are you on?

len.hartka@...
Sun is on 9.05.605 since 10/2/11 - SQL-Unidata- 64 bit
Live on 9.05.601B since 11/29/10
Sun was previously on M2K (Manage-2000) 7.0 SP 5 (Informix)

________________________________

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of seansolomon@...
Sent: Thursday, May 31, 2012 10:33 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Re: E9 -- CRM module in E9 - 9.05.605 or
SalesForce.com

We have been looking into integrating Salesforce.com with Epicor and
have started some preliminary work.

Take a look at http://alttechsolutions.com/connect.htm.
They are an Epicor partner and have what looks to be the solution to the
CRM problem.

We have the CRM module but just don't feel like it even comes close to
the benefits of salesforce.com. I expect that we will complete our move
to Salesforce by years end.

Being able to integrate Salesforce and Epicor made the decision to move
to Salesforce a no-brainer. In a nutshell we 'finally' get the best of
breed, real CRM and continue with the full functionality of Epicor.

This e-mail and any attachments may contain proprietary and/or confidential information. If you are not the intended recipient, please notify the sender immediately by reply e-mail or at 410-472-2900 and then delete the message without using, disseminating, or copying this message or any portion thereof. With e-mail communications you are urged to protect against viruses.

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

system · May 30, 2012, 4:43pm

Good Day:

RE: CRM module in E9 - 9.05.605 or SalesForce.com

We want to start using CRM.

Sales maybe wants to use Salesforce.com software but wants it
integrated into E9.

I would think using the E9 CRM module would be a better answer, but
I know nothing about it.

Any one evaluated the two and picked one?

Anyone satisfied with using E9's CRM?

Getting Saleman and Servicemen to use it fully will be the big
challenge.

I think we will eventually want a fairly robust package since we
want to track salesman's reports on visits to customers, phone calls,
quotes, etc; and then we also have a service crew we would like to
schedule. Eventually probably want it to do Expenses and report into
Concur system ( or similar).

len.hartka@...
<blocked::blocked::mailto:len.hartka@...>
Sun is on 9.05.605 since 10/2/11 - SQL-Unidata- 64 bit
Live on 9.05.601B since 11/29/10
Sun was previously on M2K (Manage-2000) 7.0 SP 5 (Informix)

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@...
<blocked::blocked::mailto:len.hartka@...>

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

**************************************************************

Sun Automation Group

Celebrating

25 Years of Service

to the Corrugated Industry

**************************************************************

This e-mail and any attachments may contain proprietary and/or confidential information. If you are not the intended recipient, please notify the sender immediately by reply e-mail or at 410-472-2900 and then delete the message without using, disseminating, or copying this message or any portion thereof. With e-mail communications you are urged to protect against viruses.

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

system · May 30, 2012, 5:46pm

Just my opinion...
In Vantage, since this is just a module & can't compete with a full fledged CRM package.

About the only good argument for the CRM module I hear is that it is integrated.

We used standalone Clientel before switching to CRM in Vantage.
All the users I talk with still think it was a big step backwards.
We ended up not using much of it and customizing the rest.

--- In vantage@yahoogroups.com, "Len Hartka" <len.hartka@...> wrote:
>
> Good Day:
>
> RE: CRM module in E9 - 9.05.605 or SalesForce.com
>
> We want to start using CRM.
>
> Sales maybe wants to use Salesforce.com software but wants it
> integrated into E9.
>
> I would think using the E9 CRM module would be a better answer, but
> I know nothing about it.
>
> Any one evaluated the two and picked one?
>
> Anyone satisfied with using E9's CRM?
>
> Getting Saleman and Servicemen to use it fully will be the big
> challenge.
>
> I think we will eventually want a fairly robust package since we
> want to track salesman's reports on visits to customers, phone calls,
> quotes, etc; and then we also have a service crew we would like to
> schedule. Eventually probably want it to do Expenses and report into
> Concur system ( or similar).
>
>
> len.hartka@...
> <blocked::blocked::mailto:len.hartka@...>
> Sun is on 9.05.605 since 10/2/11 - SQL-Unidata- 64 bit
> Live on 9.05.601B since 11/29/10
> Sun was previously on M2K (Manage-2000) 7.0 SP 5 (Informix)
>
> 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@...
> <blocked::blocked::mailto:len.hartka@...>
>
> www.Sunautomation.com <blocked::blocked::http://www.sunautomation.com/>
>
>
>
> **************************************************************
>
> Sun Automation Group
>
> Celebrating
>
> 25 Years of Service
>
> to the Corrugated Industry
>
> **************************************************************
>
>
>
>
> This e-mail and any attachments may contain proprietary and/or confidential information. If you are not the intended recipient, please notify the sender immediately by reply e-mail or at 410-472-2900 and then delete the message without using, disseminating, or copying this message or any portion thereof. With e-mail communications you are urged to protect against viruses.
>
>
> [Non-text portions of this message have been removed]
>

system · May 30, 2012, 8:52pm

Hard question as you have not defined what you need.
We use some of the CRM in E9 and can't think of much that is missing.
Add into the picture Information Worker and if you want to go one more step, use Epicor Mobile Access that you can customize for complete access and update via mobile devices.
Only item I have not seen is integration of expenss reporting into CRM.
I would choose integration with all your content over a small feature that may be a little better.

Motty

--- In vantage@yahoogroups.com, "Len Hartka" <len.hartka@...> wrote:
>
> Good Day:
>
> RE: CRM module in E9 - 9.05.605 or SalesForce.com
>
> We want to start using CRM.
>
> Sales maybe wants to use Salesforce.com software but wants it
> integrated into E9.
>
> I would think using the E9 CRM module would be a better answer, but
> I know nothing about it.
>
> Any one evaluated the two and picked one?
>
> Anyone satisfied with using E9's CRM?
>
> Getting Saleman and Servicemen to use it fully will be the big
> challenge.
>
> I think we will eventually want a fairly robust package since we
> want to track salesman's reports on visits to customers, phone calls,
> quotes, etc; and then we also have a service crew we would like to
> schedule. Eventually probably want it to do Expenses and report into
> Concur system ( or similar).
>
>
> len.hartka@...
> <blocked::blocked::mailto:len.hartka@...>
> Sun is on 9.05.605 since 10/2/11 - SQL-Unidata- 64 bit
> Live on 9.05.601B since 11/29/10
> Sun was previously on M2K (Manage-2000) 7.0 SP 5 (Informix)
>
> 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@...
> <blocked::blocked::mailto:len.hartka@...>
>
> www.Sunautomation.com <blocked::blocked::http://www.sunautomation.com/>
>
>
>
> **************************************************************
>
> Sun Automation Group
>
> Celebrating
>
> 25 Years of Service
>
> to the Corrugated Industry
>
> **************************************************************
>
>
>
>
> This e-mail and any attachments may contain proprietary and/or confidential information. If you are not the intended recipient, please notify the sender immediately by reply e-mail or at 410-472-2900 and then delete the message without using, disseminating, or copying this message or any portion thereof. With e-mail communications you are urged to protect against viruses.
>
>
> [Non-text portions of this message have been removed]
>

system · May 31, 2012, 10:33am

We have been looking into integrating Salesforce.com with Epicor and have started some preliminary work.

Take a look at http://alttechsolutions.com/connect.htm.
They are an Epicor partner and have what looks to be the solution to the CRM problem.

We have the CRM module but just don't feel like it even comes close to the benefits of salesforce.com. I expect that we will complete our move to Salesforce by years end.

Being able to integrate Salesforce and Epicor made the decision to move to Salesforce a no-brainer. In a nutshell we 'finally' get the best of breed, real CRM and continue with the full functionality of Epicor.