CRM Workforce/Salesperson

Yahoo Archive
1
Unfortunately it's still without its drawbacks and own problems.
You'll need to make sure you don't have a salesperson set at the
customer level, otherwise it will always bring that person into the
quote and set them as the primary salesperson on the quote.

Secondly, if the sales person hits save on the quote BEFORE they set
the appropriate territory, it won't update the salepersons tab under
people with the right people. So - they must select the customer,
territory THEN they can hit save.

You're required at the company config to assign a default territory,
so we assigned a dummy entry that has a dummy salesperson. If
someone messes up and doesn't do the quote right, we'll suddenly see
the dummy user appearing on commission reports.

We're not really happy with the CRM module in many ways.

--- In vantage@yahoogroups.com, "Ken Williams" <ken@...> wrote:
>
> Actually, I think this will work very well. We're going to play
with
> this this afternoon and I believe this'll fix the last of the
problems
> I'm seeing.
>
> Thanks!
>
> ________________________________
>
> From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On
Behalf
> Of Patrick Parker
> Sent: Friday, February 15, 2008 1:00 PM
> To: vantage@yahoogroups.com
> Subject: [Vantage] Re: CRM Workforce/Salesperson
>
>
>
> I can't take credit for this, someone else suggested this idea on
> this list, but it works for us.
>
> If you don't really have territories in your business, you could
> create a territory that's the name of each sales person. Then for
> those territories, set the default sales person to the same name as
> the territory. That way they simply select the territory (which
> would be their name) and then the salesperson is automatically set
> based on that territory, since it's identical to the territory.
>
> Just an idea.
>
> --- In vantage@yahoogroups.com <mailto:vantage%
40yahoogroups.com> , "Ken
> Williams" <ken@> wrote:
> >
> > We're in the process of trying to implement the CRM Module. It
> sounds
> > like we do things differently then Epicor is expecting (and
probably
> > from what most companies do), but I hope we're not alone.
> >
> > From what I can see, CRM expects each territory &/or customer to
> have a
> > default salesperson. Any new opportunities/quotes goes to this
> > customer's default or their territory default salesperson. We
need
> it
> > to go to whoever is entering the opportunity/quote and have all
> tasks
> > default to that person, not the one assigned as default. We have
a
> ton
> > of overlap and we have no commissions.
> >
> > Anyone have experience getting the entry salesperson to be the
> default
> > instead of looking to the customer record? I spent some time
> looking at
> > BPM but I cannot see through trace logging when it sets the
default
> > Sales Rep.
> >
> > Thanks for any pointers,
> > Ken
> >
> >
> > [Non-text portions of this message have been removed]
> >
>
>
>
>
>
>
> [Non-text portions of this message have been removed]
>
2
We're in the process of trying to implement the CRM Module. It sounds
like we do things differently then Epicor is expecting (and probably
from what most companies do), but I hope we're not alone.

From what I can see, CRM expects each territory &/or customer to have a
default salesperson. Any new opportunities/quotes goes to this
customer's default or their territory default salesperson. We need it
to go to whoever is entering the opportunity/quote and have all tasks
default to that person, not the one assigned as default. We have a ton
of overlap and we have no commissions.

Anyone have experience getting the entry salesperson to be the default
instead of looking to the customer record? I spent some time looking at
BPM but I cannot see through trace logging when it sets the default
Sales Rep.

Thanks for any pointers,
Ken


[Non-text portions of this message have been removed]
3
Set up your workforce (sales reps) and then add authorized users to that sales rep. When you open up the opportunity/quote you can select that person on the quote. You can also assign tasks to that workforce member. When you set up the sales person remember they also have to be an authorized user of themselves

Ken Williams <ken@...> wrote: We're in the process of trying to implement the CRM Module. It sounds
like we do things differently then Epicor is expecting (and probably
from what most companies do), but I hope we're not alone.

From what I can see, CRM expects each territory &/or customer to have a
default salesperson. Any new opportunities/quotes goes to this
customer's default or their territory default salesperson. We need it
to go to whoever is entering the opportunity/quote and have all tasks
default to that person, not the one assigned as default. We have a ton
of overlap and we have no commissions.

Anyone have experience getting the entry salesperson to be the default
instead of looking to the customer record? I spent some time looking at
BPM but I cannot see through trace logging when it sets the default
Sales Rep.

Thanks for any pointers,
Ken

[Non-text portions of this message have been removed]






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4
Okay, let me walk through the process the way I understand it and
hopefully you can help me with my missing link.

1. Opportunity/quote entry hit new.
2. Enter customer # and select task set.
3. Save

At this point, the sales rep is already selected and all tasks from the
task set are assigned to that sales rep. I cannot select the sales rep
before hitting save.

The only solution is I see is to create a new sales rep, check primary,
default original sales rep, reassign all tasks.

Ken

________________________________

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Mark Wagner
Sent: Friday, February 15, 2008 10:51 AM
To: vantage@yahoogroups.com
Subject: Re: [Vantage] CRM Workforce/Salesperson



Set up your workforce (sales reps) and then add authorized users to that
sales rep. When you open up the opportunity/quote you can select that
person on the quote. You can also assign tasks to that workforce member.
When you set up the sales person remember they also have to be an
authorized user of themselves

Ken Williams <ken@...
<mailto:ken%40intermountainelectronics.com> > wrote: We're in the
process of trying to implement the CRM Module. It sounds
like we do things differently then Epicor is expecting (and probably
from what most companies do), but I hope we're not alone.

From what I can see, CRM expects each territory &/or customer to have a
default salesperson. Any new opportunities/quotes goes to this
customer's default or their territory default salesperson. We need it
to go to whoever is entering the opportunity/quote and have all tasks
default to that person, not the one assigned as default. We have a ton
of overlap and we have no commissions.

Anyone have experience getting the entry salesperson to be the default
instead of looking to the customer record? I spent some time looking at
BPM but I cannot see through trace logging when it sets the default
Sales Rep.

Thanks for any pointers,
Ken

[Non-text portions of this message have been removed]

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5
Make sure your sales reps are set up with the authorized users. When you open up the new opportunity and hit save you can then go to people tab and choose from the authorized sales reps for the account and change it. On the tasks go to detail tab and you can assign the tasks to others who are authorized users for that sales rep (these other users must be setup in the workforce as well and then authorized users for that sales rep)

Anyone who is setup with a workforce ID and authorized for that particular sales rep can have the quote assigned to them as well as tasks. Make sure when you set up your task set you define at least one task as the defaul

Let me know if that doesnt work

Ken Williams <ken@...> wrote:
Okay, let me walk through the process the way I understand it and
hopefully you can help me with my missing link.

1. Opportunity/quote entry hit new.
2. Enter customer # and select task set.
3. Save

At this point, the sales rep is already selected and all tasks from the
task set are assigned to that sales rep. I cannot select the sales rep
before hitting save.

The only solution is I see is to create a new sales rep, check primary,
default original sales rep, reassign all tasks.

Ken

________________________________

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Mark Wagner
Sent: Friday, February 15, 2008 10:51 AM
To: vantage@yahoogroups.com
Subject: Re: [Vantage] CRM Workforce/Salesperson

Set up your workforce (sales reps) and then add authorized users to that
sales rep. When you open up the opportunity/quote you can select that
person on the quote. You can also assign tasks to that workforce member.
When you set up the sales person remember they also have to be an
authorized user of themselves

Ken Williams <ken@...
<mailto:ken%40intermountainelectronics.com> > wrote: We're in the
process of trying to implement the CRM Module. It sounds
like we do things differently then Epicor is expecting (and probably
from what most companies do), but I hope we're not alone.

From what I can see, CRM expects each territory &/or customer to have a
default salesperson. Any new opportunities/quotes goes to this
customer's default or their territory default salesperson. We need it
to go to whoever is entering the opportunity/quote and have all tasks
default to that person, not the one assigned as default. We have a ton
of overlap and we have no commissions.

Anyone have experience getting the entry salesperson to be the default
instead of looking to the customer record? I spent some time looking at
BPM but I cannot see through trace logging when it sets the default
Sales Rep.

Thanks for any pointers,
Ken

[Non-text portions of this message have been removed]

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6
Don't forget that if you want to change the "sales rep" on a quote that person needs to have a sales territory assigned to them and a role as sales manager. You can then select from the list or go to mew button and click new sales person

Ken Williams <ken@...> wrote: Okay, let me walk through the process the way I understand it and
hopefully you can help me with my missing link.

1. Opportunity/quote entry hit new.
2. Enter customer # and select task set.
3. Save

At this point, the sales rep is already selected and all tasks from the
task set are assigned to that sales rep. I cannot select the sales rep
before hitting save.

The only solution is I see is to create a new sales rep, check primary,
default original sales rep, reassign all tasks.

Ken

________________________________

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Mark Wagner
Sent: Friday, February 15, 2008 10:51 AM
To: vantage@yahoogroups.com
Subject: Re: [Vantage] CRM Workforce/Salesperson

Set up your workforce (sales reps) and then add authorized users to that
sales rep. When you open up the opportunity/quote you can select that
person on the quote. You can also assign tasks to that workforce member.
When you set up the sales person remember they also have to be an
authorized user of themselves

Ken Williams <ken@...
<mailto:ken%40intermountainelectronics.com> > wrote: We're in the
process of trying to implement the CRM Module. It sounds
like we do things differently then Epicor is expecting (and probably
from what most companies do), but I hope we're not alone.

From what I can see, CRM expects each territory &/or customer to have a
default salesperson. Any new opportunities/quotes goes to this
customer's default or their territory default salesperson. We need it
to go to whoever is entering the opportunity/quote and have all tasks
default to that person, not the one assigned as default. We have a ton
of overlap and we have no commissions.

Anyone have experience getting the entry salesperson to be the default
instead of looking to the customer record? I spent some time looking at
BPM but I cannot see through trace logging when it sets the default
Sales Rep.

Thanks for any pointers,
Ken

[Non-text portions of this message have been removed]

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7
All of our people are assigned to all territories and across each others
workforce ID's as well. We don't have a 'sales manager' role, from what
I can see the role is mostly an internal identification than anything
else no? I don't know where I can set a role to be a sales manager.

When I hit the drop down now, I only get the default sales person, not
anyone else. The only way to get another in is hit new.

In addition, even if I can hit them from a drop down I assume all the
tasks are not going to be changed with it, meaning manual changing of
5-15 takss per opportunity, ugh.

Let me just offer what I see as an ideal and perhaps you can tell me if
it's possible or if we'll have to abandon this project.

1. Joe is default sales person, however Tom is entering a new
opportunity.
2. Tom enters opportunity/quote entry, hits new, enters customer & task
set.
3. Through some unknown cleaner steps, Tom becomes the default sales
person and all tasks assigned to him, not the default sales person.

As it appears now we're asking our sales people to change tasks and that
just isn't going to happen.

Thanks for your help!

________________________________

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Mark Wagner
Sent: Friday, February 15, 2008 11:56 AM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] CRM Workforce/Salesperson



Don't forget that if you want to change the "sales rep" on a quote that
person needs to have a sales territory assigned to them and a role as
sales manager. You can then select from the list or go to mew button and
click new sales person

Ken Williams <ken@...
<mailto:ken%40intermountainelectronics.com> > wrote: Okay, let me walk
through the process the way I understand it and
hopefully you can help me with my missing link.

1. Opportunity/quote entry hit new.
2. Enter customer # and select task set.
3. Save

At this point, the sales rep is already selected and all tasks from the
task set are assigned to that sales rep. I cannot select the sales rep
before hitting save.

The only solution is I see is to create a new sales rep, check primary,
default original sales rep, reassign all tasks.

Ken

________________________________

From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On
Behalf
Of Mark Wagner
Sent: Friday, February 15, 2008 10:51 AM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Subject: Re: [Vantage] CRM Workforce/Salesperson

Set up your workforce (sales reps) and then add authorized users to that
sales rep. When you open up the opportunity/quote you can select that
person on the quote. You can also assign tasks to that workforce member.
When you set up the sales person remember they also have to be an
authorized user of themselves

Ken Williams <ken@...
<mailto:ken%40intermountainelectronics.com>
<mailto:ken%40intermountainelectronics.com> > wrote: We're in the
process of trying to implement the CRM Module. It sounds
like we do things differently then Epicor is expecting (and probably
from what most companies do), but I hope we're not alone.

From what I can see, CRM expects each territory &/or customer to have a
default salesperson. Any new opportunities/quotes goes to this
customer's default or their territory default salesperson. We need it
to go to whoever is entering the opportunity/quote and have all tasks
default to that person, not the one assigned as default. We have a ton
of overlap and we have no commissions.

Anyone have experience getting the entry salesperson to be the default
instead of looking to the customer record? I spent some time looking at
BPM but I cannot see through trace logging when it sets the default
Sales Rep.

Thanks for any pointers,
Ken

[Non-text portions of this message have been removed]

---------------------------------
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8
I can't take credit for this, someone else suggested this idea on
this list, but it works for us.

If you don't really have territories in your business, you could
create a territory that's the name of each sales person. Then for
those territories, set the default sales person to the same name as
the territory. That way they simply select the territory (which
would be their name) and then the salesperson is automatically set
based on that territory, since it's identical to the territory.

Just an idea.

--- In vantage@yahoogroups.com, "Ken Williams" <ken@...> wrote:
>
> We're in the process of trying to implement the CRM Module. It
sounds
> like we do things differently then Epicor is expecting (and probably
> from what most companies do), but I hope we're not alone.
>
> From what I can see, CRM expects each territory &/or customer to
have a
> default salesperson. Any new opportunities/quotes goes to this
> customer's default or their territory default salesperson. We need
it
> to go to whoever is entering the opportunity/quote and have all
tasks
> default to that person, not the one assigned as default. We have a
ton
> of overlap and we have no commissions.
>
> Anyone have experience getting the entry salesperson to be the
default
> instead of looking to the customer record? I spent some time
looking at
> BPM but I cannot see through trace logging when it sets the default
> Sales Rep.
>
> Thanks for any pointers,
> Ken
>
>
> [Non-text portions of this message have been removed]
>
9
Actually, I think this will work very well. We're going to play with
this this afternoon and I believe this'll fix the last of the problems
I'm seeing.

Thanks!

________________________________

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Patrick Parker
Sent: Friday, February 15, 2008 1:00 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Re: CRM Workforce/Salesperson



I can't take credit for this, someone else suggested this idea on
this list, but it works for us.

If you don't really have territories in your business, you could
create a territory that's the name of each sales person. Then for
those territories, set the default sales person to the same name as
the territory. That way they simply select the territory (which
would be their name) and then the salesperson is automatically set
based on that territory, since it's identical to the territory.

Just an idea.

--- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> , "Ken
Williams" <ken@...> wrote:
>
> We're in the process of trying to implement the CRM Module. It
sounds
> like we do things differently then Epicor is expecting (and probably
> from what most companies do), but I hope we're not alone.
>
> From what I can see, CRM expects each territory &/or customer to
have a
> default salesperson. Any new opportunities/quotes goes to this
> customer's default or their territory default salesperson. We need
it
> to go to whoever is entering the opportunity/quote and have all
tasks
> default to that person, not the one assigned as default. We have a
ton
> of overlap and we have no commissions.
>
> Anyone have experience getting the entry salesperson to be the
default
> instead of looking to the customer record? I spent some time
looking at
> BPM but I cannot see through trace logging when it sets the default
> Sales Rep.
>
> Thanks for any pointers,
> Ken
>
>
> [Non-text portions of this message have been removed]
>






[Non-text portions of this message have been removed]