CRM Guidance

Hi There,
I have a subscription based business & am considering a CRM 1.2 installation.
Each contact would have a number of subscriptions on a certain product, with
a certain frequency and a certain subscription type.

I want to do this installation myself & was wondering if there was any
guides or if anyone has some suggestions.

I guess the question is can i set up a sale to automatically happen based on
the product, type & frequency.

Thanks for any assistance.

Todd

chadbuserncsicc
Thu Oct 20 13:01:04 CDT 2005

Tango, You really should meet with an experienced consultant to review your
business processes and map out an implementation plan. Feel free to contact
me.

"Tango" wrote:

> Hi There,
> I have a subscription based business & am considering a CRM 1.2 installation.
> Each contact would have a number of subscriptions on a certain product, with
> a certain frequency and a certain subscription type.
>
> I want to do this installation myself & was wondering if there was any
> guides or if anyone has some suggestions.
>
> I guess the question is can i set up a sale to automatically happen based on
> the product, type & frequency.
>
> Thanks for any assistance.
>
> Todd

John
Thu Oct 20 11:55:04 CDT 2005

At the minimum you need to get yourself on some training coures to learn
Microsoft CRM. However you would benefit more from sitting down with an
experience MBS consultant who should be able to work out if Microsoft CRM is
a fit your your business. This could save you a lot of wasted effort
further down the line


"Tango" <Tango@discussions.microsoft.com> wrote in message
news:4351BA83-B73D-4B44-8C46-68AE2D1CD177@microsoft.com...
> Hi There,
> I have a subscription based business & am considering a CRM 1.2
> installation.
> Each contact would have a number of subscriptions on a certain product,
> with
> a certain frequency and a certain subscription type.
>
> I want to do this installation myself & was wondering if there was any
> guides or if anyone has some suggestions.
>
> I guess the question is can i set up a sale to automatically happen based
> on
> the product, type & frequency.
>
> Thanks for any assistance.
>
> Todd

Tango
Thu Oct 20 17:55:03 CDT 2005

Thanks guys,
I just realy want to know (based on my limited explanation) if a invoice can
automatically be created based on a frequency.
Todd

"John O'Donnell" wrote:

> At the minimum you need to get yourself on some training coures to learn
> Microsoft CRM. However you would benefit more from sitting down with an
> experience MBS consultant who should be able to work out if Microsoft CRM is
> a fit your your business. This could save you a lot of wasted effort
> further down the line
>
>
> "Tango" <Tango@discussions.microsoft.com> wrote in message
> news:4351BA83-B73D-4B44-8C46-68AE2D1CD177@microsoft.com...
> > Hi There,
> > I have a subscription based business & am considering a CRM 1.2
> > installation.
> > Each contact would have a number of subscriptions on a certain product,
> > with
> > a certain frequency and a certain subscription type.
> >
> > I want to do this installation myself & was wondering if there was any
> > guides or if anyone has some suggestions.
> >
> > I guess the question is can i set up a sale to automatically happen based
> > on
> > the product, type & frequency.
> >
> > Thanks for any assistance.
> >
> > Todd
>
>
>

John
Fri Oct 21 00:17:02 CDT 2005

any object can be created automatically and there are many ways to achieve
it either using workflow or custom code.

can you give more details

"Tango" <Tango@discussions.microsoft.com> wrote in message
news:55E09493-008A-4B7C-A202-FB5BA2F3C106@microsoft.com...
> Thanks guys,
> I just realy want to know (based on my limited explanation) if a invoice
> can
> automatically be created based on a frequency.
> Todd
>
> "John O'Donnell" wrote:
>
>> At the minimum you need to get yourself on some training coures to learn
>> Microsoft CRM. However you would benefit more from sitting down with an
>> experience MBS consultant who should be able to work out if Microsoft CRM
>> is
>> a fit your your business. This could save you a lot of wasted effort
>> further down the line
>>
>>
>> "Tango" <Tango@discussions.microsoft.com> wrote in message
>> news:4351BA83-B73D-4B44-8C46-68AE2D1CD177@microsoft.com...
>> > Hi There,
>> > I have a subscription based business & am considering a CRM 1.2
>> > installation.
>> > Each contact would have a number of subscriptions on a certain product,
>> > with
>> > a certain frequency and a certain subscription type.
>> >
>> > I want to do this installation myself & was wondering if there was any
>> > guides or if anyone has some suggestions.
>> >
>> > I guess the question is can i set up a sale to automatically happen
>> > based
>> > on
>> > the product, type & frequency.
>> >
>> > Thanks for any assistance.
>> >
>> > Todd
>>
>>
>>

John
Fri Oct 21 00:19:13 CDT 2005

just read your original post. yes this is possible ie you could write code
to auto generate a sale etc however if you are selling subscriptions why not
create an opportunity record which has a subscription start and end date.

you could then output data showing which subscriptions are ending etc using
queries or reporting




"Tango" <Tango@discussions.microsoft.com> wrote in message
news:4351BA83-B73D-4B44-8C46-68AE2D1CD177@microsoft.com...
> Hi There,
> I have a subscription based business & am considering a CRM 1.2
> installation.
> Each contact would have a number of subscriptions on a certain product,
> with
> a certain frequency and a certain subscription type.
>
> I want to do this installation myself & was wondering if there was any
> guides or if anyone has some suggestions.
>
> I guess the question is can i set up a sale to automatically happen based
> on
> the product, type & frequency.
>
> Thanks for any assistance.
>
> Todd

Tango
Fri Oct 21 01:41:02 CDT 2005

excellant thanks John.

Is there any particular resource you receommend for learning this type of
stuff. My other plan is a survey. Looks pretty easy getting the survey to the
customer but i cant seem to work out storing the results with the customer.

im not after how to do these things more if they are possible & where to
find some reference material.

thanks again

Todd

"John O'Donnell" wrote:

> just read your original post. yes this is possible ie you could write code
> to auto generate a sale etc however if you are selling subscriptions why not
> create an opportunity record which has a subscription start and end date.
>
> you could then output data showing which subscriptions are ending etc using
> queries or reporting
>
>
>
>
> "Tango" <Tango@discussions.microsoft.com> wrote in message
> news:4351BA83-B73D-4B44-8C46-68AE2D1CD177@microsoft.com...
> > Hi There,
> > I have a subscription based business & am considering a CRM 1.2
> > installation.
> > Each contact would have a number of subscriptions on a certain product,
> > with
> > a certain frequency and a certain subscription type.
> >
> > I want to do this installation myself & was wondering if there was any
> > guides or if anyone has some suggestions.
> >
> > I guess the question is can i set up a sale to automatically happen based
> > on
> > the product, type & frequency.
> >
> > Thanks for any assistance.
> >
> > Todd
>
>
>

Tango
Mon Oct 24 07:24:08 CDT 2005

John,

whats a contact email address

id like to discuss outsourcing the enhancements i want to do.

thanks

"John O'Donnell" wrote:

> just read your original post. yes this is possible ie you could write code
> to auto generate a sale etc however if you are selling subscriptions why not
> create an opportunity record which has a subscription start and end date.
>
> you could then output data showing which subscriptions are ending etc using
> queries or reporting
>
>
>
>
> "Tango" <Tango@discussions.microsoft.com> wrote in message
> news:4351BA83-B73D-4B44-8C46-68AE2D1CD177@microsoft.com...
> > Hi There,
> > I have a subscription based business & am considering a CRM 1.2
> > installation.
> > Each contact would have a number of subscriptions on a certain product,
> > with
> > a certain frequency and a certain subscription type.
> >
> > I want to do this installation myself & was wondering if there was any
> > guides or if anyone has some suggestions.
> >
> > I guess the question is can i set up a sale to automatically happen based
> > on
> > the product, type & frequency.
> >
> > Thanks for any assistance.
> >
> > Todd
>
>
>

support
Mon Oct 24 10:25:09 CDT 2005

There is apparently no problem that a programmer can't solve.

Answer to the question directly is that CRM does not support reoccurring
billing, as other applications do. Sure you can customize the platform.
You can also program it to bill all the left handed wiget makers every month
beginning with the letter "A". But the app out of the box does not support
this function.
--
---------------------------
Pierre Hulsebus - CRM Consultant
http://www.ehtc.com/ehtc/infuse.htm
Certified Integration Between Microsoft CRM to Microsoft Solomon
----------------------------


Original Question
> I guess the question is can i set up a sale to automatically happen based on the > product, type & frequency.

> > Thanks for any assistance.
> >
> > Todd

Smart Consultatnt answer....

"John O'Donnell" wrote:

> yes this is possible ie you could write code
> to auto generate a sale etc however if you are selling subscriptions why not
> create an opportunity record which has a subscription start and end date.
>
>

Tango
Mon Oct 24 22:43:03 CDT 2005

Thanks Pierre

I want to do the abovementioned enhancements myself but just dont know where
to start & what the right reference material is.

"Pierre Hulsebus" wrote:

> There is apparently no problem that a programmer can't solve.
>
> Answer to the question directly is that CRM does not support reoccurring
> billing, as other applications do. Sure you can customize the platform.
> You can also program it to bill all the left handed wiget makers every month
> beginning with the letter "A". But the app out of the box does not support
> this function.
> --
> ---------------------------
> Pierre Hulsebus - CRM Consultant
> http://www.ehtc.com/ehtc/infuse.htm
> Certified Integration Between Microsoft CRM to Microsoft Solomon
> ----------------------------
>
>
> Original Question
> > I guess the question is can i set up a sale to automatically happen based on the > product, type & frequency.
>
> > > Thanks for any assistance.
> > >
> > > Todd
>
> Smart Consultatnt answer....
>
> "John O'Donnell" wrote:
>
> > yes this is possible ie you could write code
> > to auto generate a sale etc however if you are selling subscriptions why not
> > create an opportunity record which has a subscription start and end date.
> >
> >