CRM Add In Questions OutlookCRM and Outbooks

C

CranqueeYanquee

We started with Act, went to Goldmine and have decided to come back to
Outlook knowing the issues that exist when combining OL with Business Contact
Manager on a peer to peer running SBS 2003 and Quickbooks 2004. Question,
what experiences have people had with Teamscope's OutlookCRM as an
alternative to BCM. Also what experience do people have with link programs
like Outbooks to pull in QB data. Any comments and suggestions will be
greatly appreciated. Thanks
 
J

Justin Williams via OfficeKB.com

We are running a pilot program with OutlookCRM right now. It is better
than a lot of the alternatives out there and lets our employees use just
one interface (and one they are familiar with).

We have to do a LOT of custom coding to make it meet our needs however.
And the documentation is very poor for working with it as a developer,
though it does have some.

What we found the most lacking for our needs was the poor project
management support, poor calendaring features, and a significant lack of
support for organizing our contacts by hierarchy. Hopefully, the cost of
fixing these shortcommings will not be so significant as to make us have to
keep looking for another solution..
 

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