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Article Archive for June 2008

OrderTools Hotfix for SI5.2

06/30/2008 – 3:24 pm | Comments Off

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

06/30/2008 – 1:52 pm | 7 Comments

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:

06/25/2008 – 3:34 pm | 11 Comments

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?

06/25/2008 – 3:32 pm | One Comment

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

06/18/2008 – 6:12 pm | 8 Comments

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

06/17/2008 – 3:17 pm | Comments Off

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

06/17/2008 – 2:27 pm | 8 Comments

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

06/17/2008 – 2:15 pm | Comments Off

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

06/17/2008 – 2:10 pm | Comments Off

 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

06/16/2008 – 7:56 pm | Comments Off

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

06/16/2008 – 5:41 pm | Comments Off

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

06/16/2008 – 5:39 pm | Comments Off

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 …