Using CRM to maintain a contact list via a portal

[Peter S.]

Our company purchased CRM and it is going to used for some marketing
initiatives. We do have another need that I am wondering might be fufilled by
CRM. Our company has a defined list of our industry contacts that need to be
maintained by different groups in the company. Specific portions of this
contact data needs to be maintained by specific groups in the company. Does
CRM lend itself well to building a front end that users can log into to, to
update their specific areas of the contact list?

I saw that you can setup Sharepoint sites but I suppose I could do that with
a vanilla SQL database to some extent. I also saw the portal integration
accelerators and I am wondering if that might be something to piggyback on?
Anyone have any thoughts about how malleable CRM would be for this need would
be greatly appreciated.

BTW, the list would definitely factor into marketing initiatives so it would
be a proper home in the CRM environment.... The question is does CRM (easily)
lend itself to build a portal for solely maintaining and updating the list....

[CS ADNT]

We have already some 'existing' on the subject as this kind of problem is
the base idea of our add-on, and we are open to requests .

Best regards
CS
http://www.addonnice.com Imagine CRM - CRM @Commerce - Rate your CRM Data
and soon ....Emailing

Post by Peter S.
Our company purchased CRM and it is going to used for some marketing
initiatives. We do have another need that I am wondering might be fufilled by
CRM. Our company has a defined list of our industry contacts that need to be
maintained by different groups in the company. Specific portions of this
contact data needs to be maintained by specific groups in the company. Does
CRM lend itself well to building a front end that users can log into to, to
update their specific areas of the contact list?
I saw that you can setup Sharepoint sites but I suppose I could do that with
a vanilla SQL database to some extent. I also saw the portal integration
accelerators and I am wondering if that might be something to piggyback on?
Anyone have any thoughts about how malleable CRM would be for this need would
be greatly appreciated.
BTW, the list would definitely factor into marketing initiatives so it would
be a proper home in the CRM environment.... The question is does CRM (easily)
lend itself to build a portal for solely maintaining and updating the list....

[LeonTribe]

Post by Peter S.
Our company purchased CRM and it is going to used for some marketing
initiatives. We do have another need that I am wondering might be fufilled by
CRM. Our company has a defined list of our industry contacts that need to be
maintained by different groups in the company. Specific portions of this
contact data needs to be maintained by specific groups in the company. Does
CRM lend itself well to building a front end that users can log into to, to
update their specific areas of the contact  list?
I saw that you can setup Sharepoint sites but I suppose I could do that with
a vanilla SQL database to some extent. I also saw the portal integration
accelerators and I am wondering if that might be something to piggyback on?
Anyone have any thoughts about how malleable CRM would be for this need would
be greatly appreciated.
BTW, the list would definitely factor into marketing initiatives so it would
be a proper home in the CRM environment.... The question is does CRM (easily)
lend itself to build a portal for solely maintaining and updating the list....

The security model of CRM is such that you can assign 'ownership' of
records to different people, giving them responsibility for those
records so yes it does lend itself well.

For SharePoint, on the microsoft downloads site there is a CRM web
part for SharePoint if that helps.

Leon Tribe
Want to hear me talk about all things CRM? Check out my blog
http://leontribe.blogspot.com/
or hear me tweet @leontribe

[bayareacrm]

To expand on Leon's point regarding the CRM security model, security is
achieved in CRM through a combination of an assigned security role with over
370 settings regarding what objects users have access to see, business unit
or container structure and placement of users in these containers, coupled
with the ability for users to share records to other users/teams.

In the security roles area you can set permissions (much like CRUD) as well
as access levels, which can help you segregate visibility based on a
combination of these components.

In regards to the front end, whatever little cannot be accomplished through
the CRM UI, there is a portal accelerator, and the web parts that Leon
mentioned are an option. With proposed tight native integration with
Sharepoint in the next CRM version, this may be the way to go, but my
suspicion is that CRM can consume this process for you quite nicely.

Michael D. Mayo

Post by LeonTribe

Post by Peter S.
Our company purchased CRM and it is going to used for some marketing
initiatives. We do have another need that I am wondering might be fufilled by
CRM. Our company has a defined list of our industry contacts that need to be
maintained by different groups in the company. Specific portions of this
contact data needs to be maintained by specific groups in the company. Does
CRM lend itself well to building a front end that users can log into to, to
update their specific areas of the contact list?
I saw that you can setup Sharepoint sites but I suppose I could do that with
a vanilla SQL database to some extent. I also saw the portal integration
accelerators and I am wondering if that might be something to piggyback on?
Anyone have any thoughts about how malleable CRM would be for this need would
be greatly appreciated.
BTW, the list would definitely factor into marketing initiatives so it would
be a proper home in the CRM environment.... The question is does CRM (easily)
lend itself to build a portal for solely maintaining and updating the list....

The security model of CRM is such that you can assign 'ownership' of
records to different people, giving them responsibility for those
records so yes it does lend itself well.
For SharePoint, on the microsoft downloads site there is a CRM web
part for SharePoint if that helps.
Leon Tribe
Want to hear me talk about all things CRM? Check out my blog
http://leontribe.blogspot.com/
.