Allowing companies to have products
If companies had products it could be made quicker to create a customer service case. i.e. when creating a case for a company show the products that the customer has and not the whole list (with the option for the user to see the whole list).
In our environment it would be unusual for a case to be created for a product that the company doesn't own.
At the moment we have to store this in a seperate UDF at the company.
We have products at case, campaign and opportunity why not Company?
-
John commented
We use the customer service section for asset tracking, warranty expiration, etc. It would be best if there was an additional "asset manager" that allowed us to track sold product, products under service contract, etc.
-
Caroline Robertson commented
Absolutely! Other CRM solutions have the idea of "Assets" that a company owns and cases can't be created for a product that is not an asset. I suggest that Maximizer doesn't prevent cases being created, merely makes it easier to create a case against a Product that the Company already has.