Petr,
You could set up a CF where the values you set up link to something in the
CRM system. You could even set up the CRM values you want and link those to
the values of the first CF and then use those values in an array in a scrip
to give you some results.
Kenn
On Fri, Apr 13, 2012 at 12:06 AM, Petr Hanousek phano...@civ.zcu.cz wrote:
Hello,
this is the question that crossed also my mind few days ago. We are the
company using RT and now we want to start using some CRM system. Well, not
the whole one, but some sort of it, let's say addressbook on steroids.
I've tried to google it and among many crap I've found this thread and
some other messages from some consulting companies that it works somehow
and thy provide the solution.
So I wonder how is this possible. Because as far as I know about RT, it's
rather the solution for solving problems and not tracking customers. On top
of that, the system of dealing with users is based on email addresses which
continuously changes. This is the opposite of CRM system, because there is
the customer on the first place so his contact is unique and not dividet
into several mail addresses.
I've found some workaround here http://www.gossamer-threads.**
com/lists/rt/users/48819http://www.gossamer-threads.com/lists/rt/users/48819but
didn't try it yet, because I am not confident this is the right way to
go.
So do you someone have some experience with integrating CRM system and RT?
Best regards, Petr Hanousek
On 1.3.2012 11:49, Dan Shearer wrote:
What do service companies based around RT do when they formalise their
sales processes? I've only ever seen CRM done completely independently,
but now I'm wondering if there's a better way. RT is the opposite of a
CRM (the scale of the numbers and the direction of the communication are
inverses) but often an IT service company wants to keep sales close to
fulfillment, and fulfillment always happens through RT.
At one level, RT can do very transactional, short-cycle sales just like
any question-response cycle. At the other extreme, RT can't possibly map
onto a contacts-driven sales system. But I'm wondering if there might be
some ground in the middle, where the true CRM stuff is handled elsewhere
but RT is aware of the workflow.
So, who does CRM integration with RT? :-)
Regards,
--
Dan Shearer
d...@shearer.org
RT Training Sessions
(http://bestpractical.com/**services/training.htmlhttp://bestpractical.com/services/training.html
)
* Boston March 5 6, 2012
--
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Petr Hanousek e-mail: petr.hanou...@cesnet.cz
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