Configuring CRM3 for a Professional Services Company

CRM3 is a great 'all-rounder'. Are there templates for industry-specific
customisations? For example, a Professional Services Company?

ChrisTreanor
Fri Mar 17 15:23:29 CST 2006

I'm assuming you haven't had an answer to this question. I'm dealing with the
same issue. The product, opportunity, quote, invoicing process is built for a
hard products business, not professional services.

Let me know if you did receive any feedback.

Thanks


"RobinS" wrote:

> CRM3 is a great 'all-rounder'. Are there templates for industry-specific
> customisations? For example, a Professional Services Company?

RobinS
Fri Mar 17 17:00:52 CST 2006

No, I've had no response. You are quite right re 'hard products' versus
'prof services'. The whole product is so nearly there, but I cannot easily
see how to configure it to fit. The process we need for our management
consultancy is something like: service category, prospect-proposal, proposed
days x fee-rate, then contract, actual days x fee-rate, then either
milestones or monthly invoices. But it takes more configuring than I can
do.......

Thank you for your support!
Robin.

"Chris Treanor" wrote:

> I'm assuming you haven't had an answer to this question. I'm dealing with the
> same issue. The product, opportunity, quote, invoicing process is built for a
> hard products business, not professional services.
>
> Let me know if you did receive any feedback.
>
> Thanks
>
>
> "RobinS" wrote:
>
> > CRM3 is a great 'all-rounder'. Are there templates for industry-specific
> > customisations? For example, a Professional Services Company?

TomGeek
Mon Apr 24 15:18:02 CDT 2006

Would love this one to be answered. I've been configuring / cusomizing for
a few weeks now. Seems to me that this should / could have been easier than
I have made it.

"RobinS" wrote:

> No, I've had no response. You are quite right re 'hard products' versus
> 'prof services'. The whole product is so nearly there, but I cannot easily
> see how to configure it to fit. The process we need for our management
> consultancy is something like: service category, prospect-proposal, proposed
> days x fee-rate, then contract, actual days x fee-rate, then either
> milestones or monthly invoices. But it takes more configuring than I can
> do.......
>
> Thank you for your support!
> Robin.
>
> "Chris Treanor" wrote:
>
> > I'm assuming you haven't had an answer to this question. I'm dealing with the
> > same issue. The product, opportunity, quote, invoicing process is built for a
> > hard products business, not professional services.
> >
> > Let me know if you did receive any feedback.
> >
> > Thanks
> >
> >
> > "RobinS" wrote:
> >
> > > CRM3 is a great 'all-rounder'. Are there templates for industry-specific
> > > customisations? For example, a Professional Services Company?

Brian
Mon Apr 24 17:43:01 CDT 2006

I have been waiting for a response to this thread for a while now. This
general issue has been killing me here!

"Tom Geek" wrote:

> Would love this one to be answered. I've been configuring / cusomizing for
> a few weeks now. Seems to me that this should / could have been easier than
> I have made it.
>
> "RobinS" wrote:
>
> > No, I've had no response. You are quite right re 'hard products' versus
> > 'prof services'. The whole product is so nearly there, but I cannot easily
> > see how to configure it to fit. The process we need for our management
> > consultancy is something like: service category, prospect-proposal, proposed
> > days x fee-rate, then contract, actual days x fee-rate, then either
> > milestones or monthly invoices. But it takes more configuring than I can
> > do.......
> >
> > Thank you for your support!
> > Robin.
> >
> > "Chris Treanor" wrote:
> >
> > > I'm assuming you haven't had an answer to this question. I'm dealing with the
> > > same issue. The product, opportunity, quote, invoicing process is built for a
> > > hard products business, not professional services.
> > >
> > > Let me know if you did receive any feedback.
> > >
> > > Thanks
> > >
> > >
> > > "RobinS" wrote:
> > >
> > > > CRM3 is a great 'all-rounder'. Are there templates for industry-specific
> > > > customisations? For example, a Professional Services Company?