xRM…or the natural evolution of CRM

Has any of your clients asked you, one day, how the “Sales” module in Microsoft CRM could be used in a “purchasing” environment?

Usually, Quotes are created for product you sell, not for product you buy!

Eventually, my last client asked me about it: how can I map my purchases in Microsoft CRM? Of course, one could always tell him to use an ERP software but in this particular case, the client can either buy or sell products.

Let me explain:

I work for this client as a supplier meaning that I “sell” my services and my client “buys” them. He wants to be able to track this behavior in his CRM. Which led us to a peculiar discussion around all the process involved and the way he could achieve it in Microsoft Dynamics CRM (4.0 in this case).

Read more