Tracking the history of Sales Stages "Tim French" <timothy_french[ at ]hotmail.com> 10/22/2008 6:16:54 AM Not sure how other users feel about this, but we feel that it would be great if BCM would track the user and date of any change made to the Sales Stage. This would also be true in cases where an opportunity drops back a Sales Stage. Of course this information would not be useful particularly without the ability to report on it. A typical example of the report would be to understand how many opportunities have progressed from one Stage to another during various calendar periods. This would give an early feel for any slowing / expansion of the business. Do other users find this limitation? Am I missing some existing functionality? Regards, Tim

RE: Tracking the history of Sales Stages Carol L. 10/24/2008 3:03:01 PM We are a tiny company of 3 professionals and need a business contact program that will: 1) enable us to sement and contact our prospects via mass emailings and mailings 2) resend individual emails as folks often "lose" them and 3) make followup notes following a conversation or email reply from a prospect/client and 4) give us a detailed history of how we met the prospect and where they stand in the sales process (sounds like a weakness given your note below). Would you be so kind as to provide us with some insight re the above needs. We were about to buy salesforce.com, but think BCM MAY work for our needs. Appreciate your input. -- Carol L. "Tim French" wrote: [Quoted Text] > Not sure how other users feel about this, but we feel that it would be great > if BCM would track the user and date of any change made to the Sales Stage. > This would also be true in cases where an opportunity drops back a Sales > Stage. Of course this information would not be useful particularly without > the ability to report on it. A typical example of the report would be to > understand how many opportunities have progressed from one Stage to another > during various calendar periods. This would give an early feel for any > slowing / expansion of the business. > > Do other users find this limitation? Am I missing some existing > functionality? > > Regards, Tim >

Re: Tracking the history of Sales Stages Luther <enowning[ at ]gmail.com> 10/24/2008 3:26:29 PM On Oct 21, 11:16 pm, "Tim French" <timothy_fre...[ at ]hotmail.com> wrote: [Quoted Text] > Not sure how other users feel about this, but we feel that it would be great > if BCM would track the user and date of any change made to the Sales Stage. > This would also be true in cases where an opportunity drops back a Sales > Stage.  Of course this information would not be useful particularly without > the ability to report on it.  A typical example of the report would be to > understand how many opportunities have progressed from one Stage to another > during various calendar periods.  This would give an early feel for any > slowing / expansion of the business. > > Do other users find this limitation?  Am I missing some existing > functionality? > > Regards,  Tim What you are asking for is a feature called "repudiation", the ability to tell who changed what when in a system. Apart from accounting applications, that's generally a feature desired only by large organizations for critical systems, but not something desirable in desktop applications. Office Accounting tracks every transaction, but Excel doesn't. All features take resources, and securely logging every transaction would slow everything down for the majority of users who don't care for that feature. As with user permissions and roles, another feature that very important to large organizations but less so for small businesses, you should probably into mid-size CRM applications for that feature. I expect Microsoft CRM has what you are looking for.