Some more
- Being able to associate Accounts to Market segments and/or sectors. - Have an overview of all bill-to customers related to an account 2011/1/28 Pierre Smits <pierre.sm...@gmail.com> > Regarding CRM I thing about following improvements > > > - Being able to classify an account party as prospect or customer > - Being able to associate an account party with a team (account team > for large account with many sub accounts) > - Being able to associate accounts to other accounts (main account and > sub accounts) > - From the account page show information about associated > agreements/contracts, orders, projects, issues, etc > - Integrate financial aspects of requests in opportunities > - On the summary page of the account show an overview of what is in the > pipeline (diagram?) > - Integrate more with social network apps - so that Marketing and > Account Managers have insight in what the accounts (and associated persons) > do in social networks > > > > 2011/1/28 Pierre Smits <pierre.sm...@gmail.com> > > In my last message I said: >> >> >> *Please join us in this discussion about the Accounting application.* >> >> >> Of course, in the light of this topic, this should have been: >> >> *Please join us in this discussion about the CRM application(s).* >> >> My apologies for any inconveniences caused. >> >> >> Regards, >> >> Pierre >> >> >> 2011/1/27 Pierre Smits <pierre.sm...@gmail.com> >> >> Hi all, >>> >>> With the release of 10.04 we come to a point in time where we can think >>> about the future of the applications involved in Customer Releation >>> Management. The applications involved here are: >>> >>> - Marketing >>> - SFA >>> >>> >>> In order to draw up a plan for future releases we would like have your >>> input. >>> >>> What do you feel is important? What should be in, what should be removed, >>> what can be improved? >>> >>> Please join us in this discussion about the Accounting application. >>> >>> Regards, >>> >>> Pierre >>> >> >> >
