DaveCarr
Wed Mar 23 09:43:06 CST 2005
If you're looking for a way to audit changes made by any user to all of the
major objects in CRM, check out VAST, from Visionary Software:
http://www.vscrm.com
VAST shows you "Who Did What When" in Microsoft CRM.
VAST tracks all changes in a custom (mirror) database, and displays these
changes on custom tabs on the detail pages of Account, Contact, Lead,
Opportunity, Quote, Order, Invoice, Case, and Contract. Notes, Activities,
and changes in assignment are also captured. There are over 100 "Visionary
Views" that show you changes to related objects (Account Opportunties,
Contact Notes, Quote Products, etc.) as well. Each CRM user can modify any
of these views, and create their own to display the fields that are most
critical to their job.
VAST even tracks all changes made to your custom fields you add to CRM, and
(attention IT) VAST tracks changes to new fields without any IT or user
intervention.
If you have integrated CRM with Great Plains, VAST will greatly help with
SOX compliance. HIPAA, FDA, the Privacy Act - all of these new regulations
require that you certify that your critical customer data has the proper
controls; without VAST, you can't be certain who changed what piece of data
from what value to what value, or when they did it.
If you want to do some "Usage Tracking" analysis, to see who is using CRM
effectively, and who is not, there is no better tool than VAST.
If you want to get a handle on the movement of cases among queues? VAST
will give you the details.
If you'd like to analyze your sales process, and determine who moves from
Lead to Quote the fastest, VAST will turn historical data into powerful
information to help you drive best practices through your sales organization.
In short: Got CRM? Get VAST today!
Thanks for the vine, Max,
Dave
-------------------------------------------------
David L. Carr, President
Visionary Software Consulting, Inc.
Main #: 971-327-6944
Introducing our newest software product...
VAST for Microsoft CRM 1.2
VAST shows you "Who Did What When" in Microsoft CRM
To download our free trial, get more info, or to order, visit
http://www.VSCRM.com
"Max" wrote:
> Hi
> is there a list of mscrm addons vendors? looking for good extensions to
> save time on development.
>
> so far i found these three:
> c360.com
> customereffective.com
> axonom.com
>
> please let me know about others. thanx!
> Max
>
>