Article Archive for June 2008
OrderTools Hotfix for SI5.2
Special Notice for OrderTools users: After upgrading from SI5.1 to SI5.2, users may see an error message when attempting to preview, run or email a …
Data Export in CRM, Who Owns Your Data? – Part 2
I mentioned in the first part of this article how NetSuite has no out of the box relational data export functionality and the relational export …
Why we left NetSuite, Part 2:
In the previous post I tried to just stick with just the facts as to why we left NetSuite. I read it a number …
Data Export in CRM, Who Owns Your Data?
I wonder who owns your data if you can not get access to it? One thing I learned from this experience is that he who …
Why we left NetSuite
You can read about the first part of this story here. This post will take over from the point we realized that NetSuite and our …
Part 5 – Finding the right CRM solution
I did not want to make the same mistake twice. We looked in depth at all the viable CRM apps currently available. At one point …
Part 4 – From NetSuite to Oasis
My BS detector should have gone off sooner when I made a personal call to Jeff White, VP Sales of Oasis CRM http://www.oasiscrm.com/ sometime in …
Part 3 – The NetLeger/Oracle Small Business/NetLedger/NetSuite years
Sometime around 2002 I was stewing in a jury selection room and I stumbled across an ad in PC World for “Oracle Small Business”. From …
Part 2 – Contact Management 101
I used the Q&A product until the demise of my AV contracting company sometime in 1996. When I started my new job as the low …
Part 1 – My History with CRM
Back in the mid 80′s I was a polo shirted, mullet wearing, snakeskin booted dork. And like a lot of my dork friends at the …
About Me
I found this profile on one of my old blogs. I thought it was still appropriate because I am still pursuing business process automation as …
Radio Silence
What a flake. I just realized that my last post was over four months ago. Sorry. We bought a CRM software package to replace NetSuite about …






