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 <
[hidden email]>
> 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 <
[hidden email]>
>
> 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
>>
>
>
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