G
Guest
Firstly, please don’t get me wrong here. I really want BCM to work for us as
I think the concept is great. I have been running and using BCM every day for
a year or so.
I run a business and I can’t seem to achieve some fundamentals that I hoped
I could. A few of the issues I have (in no particular order) are;
1. Follow up flags don’t seem to function as I would hope (dates, calendar
integration colour coding etc).
2. Adding data in large doses seems very difficult e.g. I currently have to
import accounts, and then import contacts, then manually go into each account
to associate each contact. At 1500 or more of each, this is very inefficient.
3. We have remotely working people and want to be able to merge the data.
Currently we can only overwrite it, thus negating the updates of others.
4. We need to be able to allocate account managers to each account and then
sort the accounts by account manager, priority, interests, requirments etc.
Has anyone experienced these issues or have any ideas if these are likely to
be addressed and if so, when?
Alternatively, is there a way to export all BCM data, accounts, contacts
(retaining the association) and importantly, all contact history notes?
I haven’t gone into detail on each issue but I will gladly do so for each
point in the hope of finding a resolution. As I said, I DO want to make this
work so any advice is much appreciated.
Sorry for the long post and thanks in advance.
I think the concept is great. I have been running and using BCM every day for
a year or so.
I run a business and I can’t seem to achieve some fundamentals that I hoped
I could. A few of the issues I have (in no particular order) are;
1. Follow up flags don’t seem to function as I would hope (dates, calendar
integration colour coding etc).
2. Adding data in large doses seems very difficult e.g. I currently have to
import accounts, and then import contacts, then manually go into each account
to associate each contact. At 1500 or more of each, this is very inefficient.
3. We have remotely working people and want to be able to merge the data.
Currently we can only overwrite it, thus negating the updates of others.
4. We need to be able to allocate account managers to each account and then
sort the accounts by account manager, priority, interests, requirments etc.
Has anyone experienced these issues or have any ideas if these are likely to
be addressed and if so, when?
Alternatively, is there a way to export all BCM data, accounts, contacts
(retaining the association) and importantly, all contact history notes?
I haven’t gone into detail on each issue but I will gladly do so for each
point in the hope of finding a resolution. As I said, I DO want to make this
work so any advice is much appreciated.
Sorry for the long post and thanks in advance.