Simple Sales Tracking from External Data

[Jack]

Is there a way to do very simple sales tracking by account with external data
that would be entered manually?

We receive monthly sales reports from about a dozen different principals and
would like to track that data inside about 100 accounts. These are not
opportunities but hard numbers. Is there any way to accomplish this, even if
we need a third party app?

 

[Tango91a]

You can explore the integration of BCM with Office Accounting. You can then
enter the sales numbers in Office Accounting, and track these number by
Account via BCM.

Hope this helps.....

 

[localman]

www.SimpleSalesTracking.com will suit for part of what you're after I think. It has an API, so could connect to custom or third party app.

 

[localman]

There's also an Outlook 2007 plugin