The company that I am working for is asking us to track certain activities in Siebel. We have not invested in the Seibel tools that allow communication between outlook and Seibel at this point.
I am hoping that I can have my people log activities in outlook and then report on them through outlook. For example they are responsible to showing product a, b and c. If when they are setting the appointments they could simple note what product they are showing and then pull that information out and total up how many times they showed the products over the previous 6 months that would likely suffice.
I am hoping that I can have my people log activities in outlook and then report on them through outlook. For example they are responsible to showing product a, b and c. If when they are setting the appointments they could simple note what product they are showing and then pull that information out and total up how many times they showed the products over the previous 6 months that would likely suffice.