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Thread: CRM for Consumers versus Business Leads

  1. #1
    phorvath is offline Sugar Community Member
    Join Date
    Aug 2004
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    18

    Default CRM for Consumers versus Business Leads

    It appears that Sugar is ties to business CRM versus consumer CRM. How can a ar dealership, a bank or an insurance agent use this for their customer base? The way opportunitites and accounts work with Contacts really appears to be more business driven than consumer driven?

  2. #2
    longreach Guest

    Default Re: CRM for Consumers versus Business Leads

    Yes - we have been fooling around with potential answers (not great ones) in another thread - but it would be very useful to get an official Sugar comment on this as to the currently approved way to go, and what if anything Sugar has planned to improve it.

  3. #3
    phorvath is offline Sugar Community Member
    Join Date
    Aug 2004
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    18

    Default Re: CRM for Consumers versus Business Leads

    I have been contemplating the concept of Accounts as Households and Contacts as member of the Household (Accounts). I am going to play with that a little bit and see if it flows, a few versions previous and the flexibility was not there. I have to consider tying campaigns to Households, so with that in mind the campaign feature must work with Households. It appears that Account name is in the create target, so is customer name, do those tie back to the contacts? I'm not asking you these questions, but they are valid questions if one were to consider Households in place of Accounts and how the functionaility falls into play. Sugar keeps getting rave reviews, I read the recent article about a customer moving from Salesforce.com to Sugar. With moves like that coming their way it would be nice if they would help address this from a consumer CRM view as well as the current, the current works for business CRM.

  4. #4
    florenceit is offline Sugar Community Member
    Join Date
    Apr 2005
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    123

    Default Re: CRM for Consumers versus Business Leads

    Has there been any recent discussion on this topic? I get these questions alot myself and am curious as the the best approach.
    Florence I.T. - A community IT shop for Western MA, US

  5. #5
    longreach Guest

    Default Re: CRM for Consumers versus Business Leads


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