Gaming, Computer Tech & Electronics Fortnite.CounterStrike.CallOfDuty.Dota.MineCraft.
Tips & tricks, tech support, home theatre, online gaming, reviews, latest news... |
 | 
09-06-2012, 01:25 PM
|
#1 | | I keep RS good
Join Date: May 2001 Location: Cosmos
Posts: 28,729
Thanked 5,594 Times in 1,522 Posts
Failed 875 Times in 298 Posts
| C.R.M. Customer relations manager (MAXIMIZER)
anyone have any background on this?
is there any easy way to figure out how to use this program?
any advice or leads would be helpful and appreciated!
| 
|  | |
09-06-2012, 01:44 PM
|
#2 | | Zombie Mod
Join Date: Aug 2003 Location: Langley
Posts: 9,922
Thanked 5,208 Times in 1,573 Posts
Failed 120 Times in 54 Posts
|
It's probably like other CRM solutions in it's customization and usage. Do you have any experience with other CRM software? What are you trying to accomplish with it?
__________________
Romans 10:9 | |
| | |
09-06-2012, 03:02 PM
|
#3 | | I keep RS good
Join Date: May 2001 Location: Cosmos
Posts: 28,729
Thanked 5,594 Times in 1,522 Posts
Failed 875 Times in 298 Posts
|
i have no experience. but my office just got it and we need to transfer all our customers from paper to digital.
since everyone here is old and not very computer literate, ive been asked to try to figure it out.
| |
| | |
09-07-2012, 08:02 AM
|
#4 | | I *heart* Revscene.net very Muchie
Join Date: Jun 2004 Location: Melbourne
Posts: 3,963
Thanked 362 Times in 161 Posts
Failed 68 Times in 49 Posts
|
You'd have to type out all the information into an excel spreadsheet before you can do a mass upload. Call tech to see if you can get a 'template.'
If you have to key it in manually from 'paper' why not just enter it directly into Max?
__________________
2011 VW Tiguan Highline 4Motion (Canada)
2013 Lexus IS350 F-Sport (Melbourne) | |
| | |
09-07-2012, 08:59 AM
|
#5 | | Zombie Mod
Join Date: Aug 2003 Location: Langley
Posts: 9,922
Thanked 5,208 Times in 1,573 Posts
Failed 120 Times in 54 Posts
|
I would agree with translating the data to an excel sheet first. It'd be a lot quicker than entering each customer, individually, through the CRM interface.
__________________
Romans 10:9 | |
| | |
09-07-2012, 12:53 PM
|
#6 | | I keep RS good
Join Date: May 2001 Location: Cosmos
Posts: 28,729
Thanked 5,594 Times in 1,522 Posts
Failed 875 Times in 298 Posts
|
thanks guys, that's already a big help.
gotta go find this "template"
| |
| | |
09-07-2012, 01:40 PM
|
#7 | | RS has made me the bitter person i am today!
Join Date: Apr 2001 Location: Vancouver
Posts: 4,807
Thanked 2,993 Times in 780 Posts
Failed 372 Times in 98 Posts
|
what version/edition? There are no templates.
| |
| | |
09-07-2012, 04:51 PM
|
#8 | | I keep RS good
Join Date: May 2001 Location: Cosmos
Posts: 28,729
Thanked 5,594 Times in 1,522 Posts
Failed 875 Times in 298 Posts
|
ill have to look that up monday...
| |
| | |
09-08-2012, 09:40 PM
|
#9 | | Rs has made me the woman i am today!
Join Date: Oct 2001 Location: Here! n There!
Posts: 4,149
Thanked 498 Times in 222 Posts
Failed 121 Times in 59 Posts
|
if its something like salesforce, then tell your peeps its similar to facebook..
__________________
Go Canucks Go!
| |
| | |
09-10-2012, 11:21 AM
|
#10 | | Revscene.net has a homepage?!
Join Date: Apr 2001 Location: Vancouver
Posts: 1,226
Thanked 318 Times in 89 Posts
Failed 81 Times in 12 Posts
|
Are you guys working with Maximizer or with a partner directly?
Best to hire a consultant or some contractor to do all of the data uploading. And work with them in customizing the CRM to work in your environment. (Aka Sales/CRM Operations Admins)
Your going to need to implement a standard training program for all users to abide by..
Worst case scenario is for every client manager to input duplicate, erogenous data into the system and making the data difficult to work with.
| |
| | |
09-10-2012, 11:52 AM
|
#11 | | MiX iT Up!
Join Date: May 2006 Location: vancouver
Posts: 8,150
Thanked 2,075 Times in 871 Posts
Failed 642 Times in 183 Posts
|
if you dont have a template, you can outsource it ($2/hr). Let me know if you want details.
__________________
Sometimes we tend to be in despair when the person we love leaves us, but the truth is, it's not our loss, but theirs, for they left the only person who couldn't give up on them.
Make the effort and take the risk..
"Do what you feel in your heart to be right- for you'll be criticized anyway. You'll be damned if you do, and damned if you don't." - Eleanor Roosevelt | |
| | |
09-11-2012, 11:29 AM
|
#12 | | I keep RS good
Join Date: May 2001 Location: Cosmos
Posts: 28,729
Thanked 5,594 Times in 1,522 Posts
Failed 875 Times in 298 Posts
|
I think we are using entrepreneur 11.
2 bux an hour for a template eh? shouldn't it take no more than 1 day to create a template?
We don't have too many clients to enter that's the thing. maybe less than 20 or 50 tops. Quote:
Originally Posted by Acura604  what version/edition? There are no templates. | what do you mean? everyone else says there is? or do you mean you have to make your own template?
Last edited by Ulic Qel-Droma; 09-11-2012 at 11:51 AM.
| |
| | |
Posting Rules
| You may not post new threads You may not post replies You may not post attachments You may not edit your posts
HTML code is Off
| | |
All times are GMT -8. The time now is 01:38 PM.
|
You are currently viewing our boards as a guest which gives you limited access to view most discussions and access our other features. By joining our free community you will have access to post topics, communicate privately with other members (PM), respond to polls, upload content and access many other special features. Registration is fast, simple and absolutely free so please, join our community today!
The banners on the left side and below do not show for registered users!
