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Favorite Products
Posted: 19 Oct 06 12:54 PM
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fiogf49gjkf0d I'm hoping that this is the right place to post this request... We've upgraded to version 6.24 and in the process have lost the Favorites feature that would allow a user to identify a short list of products to choose from for their opportunity. I cannot find any information on the SalesLogix site about this feature and why it was removed. Anybody know? Any ideas on how to get it back? |
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Re: Favorite Products
Posted: 19 Oct 06 1:37 PM
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fiogf49gjkf0d You now have an area called "Opportunity Defaults" where you can specify a number of items, including products, to be the default for new opportunities. Other than that, you'd have to build something custom. |
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Re: Favorite Products
Posted: 20 Oct 06 6:47 AM
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fiogf49gjkf0d Another option that might help (although not a favorites) are the filters they added. So if you have the products setup in such a way that allows them to use the filters to get to what they need that might help. Although, I do know that favorites can be pretty ad-hoc.
John G. |
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Re: Favorite Products
Posted: 20 Oct 06 11:30 AM
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fiogf49gjkf0d Thanks to you both. I will look into the Opportunity Defaults as this may be useful for the Inside Sales teams who consistently sell the same products/services, although I'm concerned that setting it up for all opportunities to automatically list frequently used products may inflate their pipeline statistics if they don't remove them. Our Marketing department creates new opps for the Outside Sales teams, so defaults won't work there. This is where it is most challenging. We have hundreds (thousands really) of products/services to choose from and although we've setup the product table to take advantage of searching by family, type, etc., it is still a lot of keying and seeking. Does anyone know of a sales configuration toolkit (similiar to SAP or Oracle CRM) that has been developed for SalesLogix? |
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Re: Favorite Products
Posted: 20 Oct 06 12:25 PM
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fiogf49gjkf0d Gee, sounds like you really need a kitting or bill of materials customization. Does your current system integrate with your accounting system?
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Re: Favorite Products
Posted: 20 Oct 06 12:29 PM
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fiogf49gjkf0d Nope, we are in the process of replacing our accounting systems, so that may be an option down the line. I have read that Bundling products is a feature of SalesLogix but haven't seen anything out of the box that manages that. Have you? |
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Re: Favorite Products
Posted: 21 Oct 06 9:10 AM
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fiogf49gjkf0d Depending on the complexity of what you are selling there are a couple of ways you can simplify life.
v6.2+ does allow you to do "Kits", which may be an option.
If you are selling things repetitively, then the one route is to construct an "Opportunity Cloner", and have some "typical" configurations prebuilt under a sample account. This way, a sales rep can copy it over to their prospect and use that as the starting point.
If your stuff is relatively complex, where there are rules about what things can and can't be used together, you may want to go the route of a configurator. There is a product called Smart Catalog that integrates nicely with SLX. More info: www.smartcatalog.com
I worked with them on a project about 2 years ago and would not hesitate to recommend them.
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