Tom, Good point and its true that these products are generic but with vtiger (and I assume sugarcrm) you link just about any event/task/project to any type of lead/account
Dan > -----Original Message----- > From: [EMAIL PROTECTED] [mailto:[EMAIL PROTECTED] On Behalf > Of Tom DeReggi > Sent: Tuesday, November 15, 2005 9:12 PM > To: WISPA General List > Subject: Re: [WISPA] How to keep track of appointments > > These all look cool for Open source of doing what Goldmine or Outlook > already do, jsut with a few more features. But the problem with these is > they are not industry specific and are really individual centered. > > Managing installtion and sales leads in the WISP industry is much different. > Each sales lead is a project in itself. (close deal, do pre-qual survey, do > site cisit survey, get antenna approval from landlord, start install, > progress on install, order product for install, etc). All leads should come > to a central queue for all to view and follow up on, and then able to be > assigned, but still viewed globally. But onced assigned, it should not be > bulked in with tasks that are truly personal that shouldn't be viewed from > others. I believe there are more categories than jsut task, appointment, > project, etc. In addition should add, tech support request, installation > schedule, onsite service schedule, without combining them to the generic > categories of tasks and appointments. Where as a true sales appointment > would ahve different tracking and scheduling needs than an installtion > appointment, etc. Thats the problem with these generic type of systems. > I'd like to see something customized specifically for the processes of a > WISP. > > Tom DeReggi > RapidDSL & Wireless, Inc > IntAirNet- Fixed Wireless Broadband > > > ----- Original Message ----- > From: "Peter R." <[EMAIL PROTECTED]> > To: "WISPA General List" <[email protected]> > Sent: Tuesday, November 15, 2005 8:02 PM > Subject: Re: [WISPA] How to keep track of appointments > > > > danlist wrote: > > > >>SugarCRM is good, so is vtiger crm which is based on the sugar crm code > >> > >>Dan > >> > > SugarCRM is the basis for SalesForce.com. > > SugarCRM can be purchased in a hosted per user fashion that you can access > > anywhere. > > > > Outlook/PDA works. > > > > Mozilla has a calendar function. (Project Sunbird as a stand-alone). > > > > There is a lot of groupware / collaboration ware, but as a one-man XP > > shop, I have a wild idea. > > Use a Virtual Assitant (www.assistu.com). > > A VA can take/make your appointments (log them on Yahoo calendar), take > > your calls, do your books, etc. > > Better than hiring a full-time person. > > > > Drop me a note if you want more info. > > > > Regards, > > > > Peter > > RAD-INFO, Inc. - NSP Strategist > > We Help ISPs Connect & Communicate > > 813.963.5884 > > http://4isps.com > > > > ISP Expo in Tampa, Dec. 9 & 10 > > -- > > WISPA Wireless List: [email protected] > > > > Subscribe/Unsubscribe: > > http://lists.wispa.org/mailman/listinfo/wireless > > > > Archives: http://lists.wispa.org/pipermail/wireless/ > > > > > > -- > > No virus found in this incoming message. > > Checked by AVG Free Edition. > > Version: 7.1.362 / Virus Database: 267.13.1/169 - Release Date: 11/15/2005 > > > > > > -- > WISPA Wireless List: [email protected] > > Subscribe/Unsubscribe: > http://lists.wispa.org/mailman/listinfo/wireless > > Archives: http://lists.wispa.org/pipermail/wireless/ > > > -- > No virus found in this incoming message. > Checked by AVG Free Edition. > Version: 7.1.362 / Virus Database: 267.13.1/169 - Release Date: 11/15/2005 > -- No virus found in this outgoing message. Checked by AVG Free Edition. Version: 7.1.362 / Virus Database: 267.13.1/169 - Release Date: 11/15/2005 -- WISPA Wireless List: [email protected] Subscribe/Unsubscribe: http://lists.wispa.org/mailman/listinfo/wireless Archives: http://lists.wispa.org/pipermail/wireless/
