Looking for an example of how to setup CRM for a Service Based Industry

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  It depends what you are trying to do?

  you can create services as products.

  or you can use service activities.

  setup a services, add service groups etc.

  http://esavvyonline.com.au/learning/service-management/service-management-video-tutorials

  I hope this helps.

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  Amreek Singh Senior CRM Consultant CDC Praxa Sydney, Australia http://mscrmshop.blogspot.com http://crm2011usersettings.codeplex.com

  • Proposed as answer by Amreek Singh Thursday, November 10, 2011 4:08 AM
  • Marked as answer by Timothy Hays Thursday, November 10, 2011 6:06 PM

  Thursday, November 10, 2011 4:08 AM
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  My company sells their services 2 ways. 

  1. First is a flat rate.  In this case a client pre-pays for accounts.  The client buys a minimum of 25 accounts.  Each time an account is submitted, the client's number of accounts are reduced.
  2. Second is a percentage rate.  In this case any number of accounts are submitted and we charge the client a percent of what money we save them.

   

  We already have a completely seperate application for clients to submit and manage their account they give us.  We also already have CRM setup to manage the seperate application our clients use.  What I am now working on is trying to set up a sales process.  Specifically I am trying to figure out how to setup the Product catalog, Price Lists, Discount Lists and Unit Groups. 

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  Tim Hays

  Thursday, November 10, 2011 1:11 PM
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  Here is a great diagram that shows the order of what you need to create.

  http://rc.crm.dynamics.com/RC/2011/en-us/online/5.1_CTP/productcatalogdiagram.aspx

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  Jamie Miley
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  • Marked as answer by Timothy Hays Thursday, November 10, 2011 6:06 PM

  Thursday, November 10, 2011 4:29 PM

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  Thanks you both very much.

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  Tim Hays

  Thursday, November 10, 2011 6:06 PM