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Small Department needs help.
I work in a very small department within a large company, and am looking for
a account/contact management product. We do not have a budget to implement a
full fledged CRM system. Our primary need is for our field service personnel
(~20) to have account/contact management that BCM looks very promising for.
Our secondary need is to allow our department leader to have access to the
information on occasion, and for our Administrative Assistant to access the
information to prepare annual mailing lists, etc.
We are planning new computers with Outlook Professional 2003. We use a
Exchange Service with an Outlook Email Client.
One idea I had was to use our Administrative Assistant's computer as the
database, and for the field personnel computers to reference this database;
however, I have seeing conflicting information with this being able to
function with our Exchange Server.
Can anyone tell me if this can work, and if anyone has any additional
suggestions on how we can implement this? If this will not work, is there a
way to "synch" all of the data to a central location for any reporting needs?
We have a team of 6 that are presently using ACT that we may go with if we
cannot find a way to utilize BCM with some sharing/synching functionality.
THANKS for any and all input. Ed
a account/contact management product. We do not have a budget to implement a
full fledged CRM system. Our primary need is for our field service personnel
(~20) to have account/contact management that BCM looks very promising for.
Our secondary need is to allow our department leader to have access to the
information on occasion, and for our Administrative Assistant to access the
information to prepare annual mailing lists, etc.
We are planning new computers with Outlook Professional 2003. We use a
Exchange Service with an Outlook Email Client.
One idea I had was to use our Administrative Assistant's computer as the
database, and for the field personnel computers to reference this database;
however, I have seeing conflicting information with this being able to
function with our Exchange Server.
Can anyone tell me if this can work, and if anyone has any additional
suggestions on how we can implement this? If this will not work, is there a
way to "synch" all of the data to a central location for any reporting needs?
We have a team of 6 that are presently using ACT that we may go with if we
cannot find a way to utilize BCM with some sharing/synching functionality.
THANKS for any and all input. Ed