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Online Sales and Service Literature for CRM Users RRS feed

  • Question

  • With CRM Online, what's the best way for a company to make standard sales and service documents (e.g. product brochures, service manuals) online and accessible by Internet-based CRM users? CRM Online's Sales Literature approach is nested way too deep (3 single clicks mixed with two double clicks) before you get to a file. CRM Online's Knowledge Base works with templates instead of folders of uploaded documents. It sure would be nice if CRM Online had file folders within Sales and within Service that provided a list of links a CRM user could quickly and individually drag and drop into an email where the links went to a website restricted to a company's customers and contained the sales and service documents for the customers to download.
    • Moved by Xiaopeng Wu Tuesday, March 8, 2011 9:55 PM Forum consolidation (From:CRM Online)
    Wednesday, August 5, 2009 12:26 AM

Answers

  • One quick way is as follows:
    - Customize the Sales Literature entity to contain a new field called "Link"; you can even tell CRM that it's a hyperlink; set it to Business Recommended
    - Customize the main form and the preview form to each contain the new field you just added
    - Optional: create a view (using Advanced Find) which contains all Sales Literature records whose Link field is populated

    Now from the Sales tab, you're just two clicks away - click once to select Sales Literature, a second time to pop open the preview form for the Sales Literature record you want.

    I'm sure there are other creative solutions as well.
    • Marked as answer by Jim Glass Jr Thursday, August 13, 2009 5:42 PM
    Wednesday, August 5, 2009 9:01 PM
    Moderator

All replies

  • One quick way is as follows:
    - Customize the Sales Literature entity to contain a new field called "Link"; you can even tell CRM that it's a hyperlink; set it to Business Recommended
    - Customize the main form and the preview form to each contain the new field you just added
    - Optional: create a view (using Advanced Find) which contains all Sales Literature records whose Link field is populated

    Now from the Sales tab, you're just two clicks away - click once to select Sales Literature, a second time to pop open the preview form for the Sales Literature record you want.

    I'm sure there are other creative solutions as well.
    • Marked as answer by Jim Glass Jr Thursday, August 13, 2009 5:42 PM
    Wednesday, August 5, 2009 9:01 PM
    Moderator
  • One quick way is as follows:
    - Customize the Sales Literature entity to contain a new field called "Link"; you can even tell CRM that it's a hyperlink; set it to Business Recommended
    - Customize the main form and the preview form to each contain the new field you just added
    - Optional: create a view (using Advanced Find) which contains all Sales Literature records whose Link field is populated

    Now from the Sales tab, you're just two clicks away - click once to select Sales Literature, a second time to pop open the preview form for the Sales Literature record you want.

    I'm sure there are other creative solutions as well.

    Thanks for your help! Now I'll try it.
    Saturday, December 18, 2010 8:56 AM