Microsoft CRM Implementation: contract management in service organization
Thursday, May 1st, 2008Microsoft Dynamics CRM 4.0 is powerful and at the same time very intuitive, plus it is web based, meaning that you can run nationwide company in MS CRM.
Let’s review the example on how to create, budget and log time against CRM contracts. All the functionality, we are describing here is available out of the box, no custom logic required:
1. Leads. Everything should be originated from the lead object: somebody called or emailed you with question about your services. You enter this call into CRM as the lead, assign to relevant sales person and follow up with her/him on what happened with this lead