Multiple staff assigned to an account

We are using a 90-day demo to see if CRM 3.0 will fit our business model. One
area that appears to be of concern is that CRM doesn't seem to easily allow
multiple staff to be assigned to an account. Typically we will assign 4-6
people to an account in various roles. In essence, all of these people "own"
an account in their particular role. Also, the mix of staff varies on each
account, so it isn't the same team of people each time on a different client
relationship.

The only workaround I've been able to find is to create internal contacts
for each staff person and assign it with an internal role, but it seems like
that will ultimately lead us to a dead end.

Does anyone have any thoughts?

-Scott

Alistaird
Mon Mar 12 06:48:10 CDT 2007

Hi Scott

The way we got around this last time was to have an intrested party entity
that listed the relationship with the account, but recently we have developed
a Many to Many application for CRM 3.0 that allows the functionality you
require, the add on is still in test and will be avalaible from our website
at the end of April, cost is likely to be around £50 with initial
installation support


--
Alistair
2B.net

http://www.crmdeployment.co.uk


"Grats" wrote:

> We are using a 90-day demo to see if CRM 3.0 will fit our business model. One
> area that appears to be of concern is that CRM doesn't seem to easily allow
> multiple staff to be assigned to an account. Typically we will assign 4-6
> people to an account in various roles. In essence, all of these people "own"
> an account in their particular role. Also, the mix of staff varies on each
> account, so it isn't the same team of people each time on a different client
> relationship.
>
> The only workaround I've been able to find is to create internal contacts
> for each staff person and assign it with an internal role, but it seems like
> that will ultimately lead us to a dead end.
>
> Does anyone have any thoughts?
>
> -Scott