gary9710
Sun Jan 23 09:14:08 CST 2005
Wow, this add on product for MSCRM cost more then the SBE version of
SalesOutlook! And almost as much as the full featured SaleOutlook CRM
product. Both products include document management.
Bhaskar T wrote:
> Hi,
> this is an add-on product for MSCRM.
>
http://www.salesteam.com/docgen_ms.htm
> This will generate Letters ,Documents.
>
> Regards,
> Bhaskar.T
> <Paul Lisseter>; "LNL Services"
> <PaulLisseterLNLServices@discussions.microsoft.com> wrote in message
> news:E260FEC9-2A95-4D8F-ADCF-48372E8C3188@microsoft.com...
> > Many thanks for the reply. Its good to hear that there are updates
in the
> pipeline. The good thing seems to be that Microsoft CRM will allow us
to do
> some things that we can't with other products. The downside is that
some of
> the everyday tasks are a little more difficult. The problem seems to
be that
> the assumption is that most communication will be transacted by
meetings,
> email or telephone. In reality it is still different for us and many
> companies we deal with.
> >
> > I have tried the suggestions you make but we would still need to
create
> some rules to allow all contact transactions to be duplicated to ,
say,
> opportunity level. This can be done as you describe but does seem
more
> complex than clicking a button, chosing a template with the rest
happening
> automatically with the minimum number of steps and keeping all the
info for
> the item together in one place to allow efficient reworking of the
item
> when reviewed.
> >
> > I see from the postings that a number of others have raised the
same point
> Hopefully the closer integration and planned modifications will help
with
> this. Microsoft CRM is potentially a very good product but with one
or two
> changes it could be really great.
> >
> > Thanks again for your reply
> >
> > Paul Lisseter
> > --
> > Paul Lisseter
> > LNL Services - UK
> >
> >
> > "Stephen Redmond" wrote:
> >
> > > I'm not sure what the problem is here. In SFO, you can do a mail
merge
> to a
> > > selected contact in any list, or multiple selected contacts.
> > >
> > > I think that the mail merge functionality will take a boost with
the 2.0
> > > release (and even with the forthcoming update), but I guess it is
really
> set
> > > to take off with the 3.0 release as this is supposed to be
tightly
> > > integrated with Office.
> > >
> > > Act! is a great product and probably has some more features "out
of box"
> > > than MS CRM - way more features than the average user will use
(just
> like
> > > Word); but if you want to do something that is quite complex as a
> > > customization then you will not get very far with Act! Consider
MS CRM
> as a
> > > platform that you can build on, rather than a plastic-wrapped
product.
> > >
> > >
> > >
> > > Stephen
> > >
> > >
> > > <Paul Lisseter>; "LNL Services"
> > > <PaulLisseterLNLServices@discussions.microsoft.com> wrote in
message
> > > news:50B07A37-6851-48EC-9AC1-50A36B7EFFD5@microsoft.com...
> > > > Yes I looked at this but I would need to do search for a
contact every
> > > time then do a mailmerge of one. It would not attach a note at
the
> > > opportunity level or a copy of the letter.
> > > >
> > > > Since the basic processes are incorporated in the mailmerge
feature I
> > > can't understand why the developers have not gone the extra mile
and
> allowed
> > > the document generation for single users. Anyone should look at
Act or
> > > salesoutlook (www.salesoutlook.com ) to see how it should be
> implemented.
> > > >
> > > > Thanks for the reply though
> > > > --
> > > > Paul Lisseter
> > > > LNL Services - UK
> > > >
> > > >
> > > > "PeteC" wrote:
> > > >
> > > > > Paul,
> > > > >
> > > > > Have you checked the merge feature in Outlook - appears under
the
> > > actions menu when viewing a list of contacts, accounts etc ...
> > > > >
> > > > > "Paul Lisseter, LNL Services" wrote:
> > > > >
> > > > > > I have been looking at Microsoft CRM and reading newsgroup
posts.
> > > MSCRM has a lot going for it but has a couple of major flaws. The
first
> is
> > > the lack of a feature to generate letters from within the CRM
> application.
> > > It is possible to do this with Email but most SME users will
still rely
> > > heavily upon traditional written letters to send to contacts and
> accounts.
> > > > > >
> > > > > > It should be possible (and is in most other CRM apps I have
seen
> and
> > > used) to generate a letter from either the opportunity, contact
or
> account
> > > level. Selection should be allowed from a number of standard word
> templates
> > > which have the info from the contact/account also filled in. The
letter
> > > could be checked and modified then printed or faxed. A note
should be
> > > attached to the contact/account/opportunity with a link to the
document.
> > > > > >
> > > > > > Unless I am missing something the only way of doing this at
the
> moment
> > > is to create a document in word manually, save it then attach it
to a
> note
> > > with a written summary in the note. This is unbelievably costly
in time
> for
> > > a process which should be (and could be) mostly automated within
the
> system.
> > > > > >
> > > > > > Does anyone know if Microsoft are going to add this feature
in
> future?
> > > > > >
> > > > > > Thanks
> > > > > > --
> > > > > > Paul Lisseter
> > > > > > LNL Services - UK
> > >
> > >
> > >