Vantage CRM

Yahoo Archive
1
I received an outside request for "a Vantage customer using CRM in a
marketing capacity".

Is anyone out there happy with the concept who would be willing to chat
about it?

Thanks!

Todd Anderson
Moderator
2
We have recently purchased and will be installing the Vantage CRM
module into our Vantage 5.2 database. Currently we are using ACT as
our contact manager, and CRM will be replacing ACT for us. I am
looking for information on transitioning from ACT to Vantage CRM,
what issues were involved, did you import ACT data into Vantage,
etc. Any ideas, kudos, frustrations with using CRM in general would
also be appreciated. On a related note, we have also purchased
Customer Connect, as a method for our travelling sales people to
access Vantage while on the road. Any info on this product would
also be greatly appreciated.

Thank you,
Lance Ekum
IS Manager
Sentry Equipment Corp
262-567-7256 x131
Lance@...
3
I am also curious. Our archaic version of ACT is in it's death throws. It
has 10,000 records and it just can't handle it.

Change is tough here. It took an act of God to get us off of dBase X.X home
grown junk. I would like our sales force to also use Vantage CRM, but only
if it does what we need.

Edward F. Fox, Jr., CPA
Controller
Maxson Automatic Machinery Company
Phone: 401-596-0162 x110
Fax: 401-596-1050
www.maxsonautomatic.com


-----Original Message-----
From: lance02 [mailto:lance02@...]
Sent: Monday, June 23, 2003 12:12 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Vantage CRM


We have recently purchased and will be installing the Vantage CRM
module into our Vantage 5.2 database. Currently we are using ACT as
our contact manager, and CRM will be replacing ACT for us. I am
looking for information on transitioning from ACT to Vantage CRM,
what issues were involved, did you import ACT data into Vantage,
etc. Any ideas, kudos, frustrations with using CRM in general would
also be appreciated. On a related note, we have also purchased
Customer Connect, as a method for our travelling sales people to
access Vantage while on the road. Any info on this product would
also be greatly appreciated.

Thank you,
Lance Ekum
IS Manager
Sentry Equipment Corp
262-567-7256 x131
Lance@...




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/
4
Sorry this is a little late, I have been off.
Before you install the CRM module you might want to take the class. There is
alot of setup that needs to be done as soon as you install the module. We
have most of the modules, so when I installed CRM, I had to setup
Territories, Tasks, Sales Force, and a few other parameters just to make the
Quoting module work again. The CRM is very integrated with Quotes and
Orders.

You can import contacts in the .CSV format. It works pretty slick. I have
been practicing importing and exporting to Outlook contacts. The key is to
decide how the fields will import/export. In other words, what field in
your contacts matches what field in Vantage. It's something you will want
to be consistent on.
I hope this helps.

Nancy K. Dunn
I. S. Manager
Winco Industries Inc.
ndunn@...


-----Original Message-----
From: lance02 [mailto:lance02@...]
Sent: Monday, June 23, 2003 12:12 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Vantage CRM


We have recently purchased and will be installing the Vantage CRM
module into our Vantage 5.2 database. Currently we are using ACT as
our contact manager, and CRM will be replacing ACT for us. I am
looking for information on transitioning from ACT to Vantage CRM,
what issues were involved, did you import ACT data into Vantage,
etc. Any ideas, kudos, frustrations with using CRM in general would
also be appreciated. On a related note, we have also purchased
Customer Connect, as a method for our travelling sales people to
access Vantage while on the road. Any info on this product would
also be greatly appreciated.

Thank you,
Lance Ekum
IS Manager
Sentry Equipment Corp
262-567-7256 x131
Lance@...




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/
5
To those of you who are using the Vantage CRM...
does it sync with outlook? (we want to see the appointments entered
in the CRM in the outlook calander)
any install snafu's?
what is needed for remote access?

kind regards for any responses.




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