28th August 11:40
how to configure MS CRM for a services oriented enterprise
I am trying to figure out what is the best way to configure and implement MS
CRM for my business.
I am working for a small company. We are dealers for Telecom Operators. That
means that we sale contracts to entreprises that are directly implemented by
the Telecom Operator itself.
So we do not sale "products" and do not send bills to customers. The billing
job is done by the Telecom operator.
However, we are the people who keep track of the relationship with the
customers. I have to keep track about what service we sold + the dates we
sold + when the contract will end...
My question is: what is the smartest way to configure MS CRM when we place
an order ?
1/ Do I have to fill in the fields of the "products" category + fill in the
fields of "service" category (to keep track of the date of starting time of
the contract) ?
2/ Do I have only to fill in the "product" informations and create on new
field to keep track of the birth of the contract ?
Thank you for your pieces of advice.