Regarding CRM I thing about following improvements
- Being able to classify an account party as prospect or customer - Being able to associate an account party with a team (account team for large account with many sub accounts) - Being able to associate accounts to other accounts (main account and sub accounts) - From the account page show information about associated agreements/contracts, orders, projects, issues, etc - Integrate financial aspects of requests in opportunities - On the summary page of the account show an overview of what is in the pipeline (diagram?) - Integrate more with social network apps - so that Marketing and Account Managers have insight in what the accounts (and associated persons) do in social networks 2011/1/28 Pierre Smits <[email protected]> > In my last message I said: > > > *Please join us in this discussion about the Accounting application.* > > > Of course, in the light of this topic, this should have been: > > *Please join us in this discussion about the CRM application(s).* > > My apologies for any inconveniences caused. > > > Regards, > > Pierre > > > 2011/1/27 Pierre Smits <[email protected]> > > Hi all, >> >> With the release of 10.04 we come to a point in time where we can think >> about the future of the applications involved in Customer Releation >> Management. The applications involved here are: >> >> - Marketing >> - SFA >> >> >> In order to draw up a plan for future releases we would like have your >> input. >> >> What do you feel is important? What should be in, what should be removed, >> what can be improved? >> >> Please join us in this discussion about the Accounting application. >> >> Regards, >> >> Pierre >> > >
