Tom,
Excellent point about the whole process of getting a customer. Could
this
be done in a project management tool? You could assign each customer as a
project, set up gant charts for the start to finish process and track each
customer as a separate project. I'm just thinking off the cuff about this.
As you mentioned the whole process it reminds me more of a project tracking
than a customer sales lead tracking. I don't know if the software packages
would be able to set the customer data up properly as you would in a contact
list though. There are open source Linux packages available to do this as
well as things like Microsoft Project. Seems like it might be easier to
adapt one of these than to make something from scratch since most of the
WISP's are hard put for time as it is. Anyway, it's just a thought.
Thank You,
Brian Webster
-----Original Message-----
From: Tom DeReggi [mailto:[EMAIL PROTECTED]
Sent: Tuesday, November 15, 2005 9:12 PM
To: WISPA General List
Subject: Re: [WISPA] How to keep track of appointments
These all look cool for Open source of doing what Goldmine or Outlook
already do, jsut with a few more features. But the problem with these is
they are not industry specific and are really individual centered.
Managing installtion and sales leads in the WISP industry is much different.
Each sales lead is a project in itself. (close deal, do pre-qual survey, do
site cisit survey, get antenna approval from landlord, start install,
progress on install, order product for install, etc). All leads should come
to a central queue for all to view and follow up on, and then able to be
assigned, but still viewed globally. But onced assigned, it should not be
bulked in with tasks that are truly personal that shouldn't be viewed from
others. I believe there are more categories than jsut task, appointment,
project, etc. In addition should add, tech support request, installation
schedule, onsite service schedule, without combining them to the generic
categories of tasks and appointments. Where as a true sales appointment
would ahve different tracking and scheduling needs than an installtion
appointment, etc. Thats the problem with these generic type of systems.
I'd like to see something customized specifically for the processes of a
WISP.
Tom DeReggi
RapidDSL & Wireless, Inc
IntAirNet- Fixed Wireless Broadband
----- Original Message -----
From: "Peter R." <[EMAIL PROTECTED]>
To: "WISPA General List" <wireless@wispa.org>
Sent: Tuesday, November 15, 2005 8:02 PM
Subject: Re: [WISPA] How to keep track of appointments
> danlist wrote:
>
>>SugarCRM is good, so is vtiger crm which is based on the sugar crm code
>>
>>Dan
>>
> SugarCRM is the basis for SalesForce.com.
> SugarCRM can be purchased in a hosted per user fashion that you can access
> anywhere.
>
> Outlook/PDA works.
>
> Mozilla has a calendar function. (Project Sunbird as a stand-alone).
>
> There is a lot of groupware / collaboration ware, but as a one-man XP
> shop, I have a wild idea.
> Use a Virtual Assitant (www.assistu.com).
> A VA can take/make your appointments (log them on Yahoo calendar), take
> your calls, do your books, etc.
> Better than hiring a full-time person.
>
> Drop me a note if you want more info.
>
> Regards,
>
> Peter
> RAD-INFO, Inc. - NSP Strategist
> We Help ISPs Connect & Communicate
> 813.963.5884
> http://4isps.com
>
> ISP Expo in Tampa, Dec. 9 & 10
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