wlp - Jul 13, 2009 04:46pm
We are a small division of state government looking for a low-cost, web-based tool to help us manage energy conservation and management projects across our state, and keep in touch with the many New Mexico groups managing related projects that are funded with federal money.
This is a slightly different spin than for-profit CRM, but the objects and actions are the same. We’re stuck with Internet Explorer and slow networks, but hoping Solve360 will meet our needs.
Wayne L Pendley
Energy Conservation and Management Division
State of New Mexico
Hi WLP,
I think you’ll find the open ended and sandbox nature of Solve to really work for you - having worked in the US Forest service and used Lotus Notes etc. I understand how important a solid workflow that is easy to use can be for gov’t work.
The most important thing is to take some time to really define your workflows but leave enough breathing room to modify it as you become more familiar with Solve.
Play around a bit with custom Tags and Fields, and see how you can use Sections to your advantage.
Also, using things like “opportunities” to match you needs - so maybe the potential price isn’t important, but tracking potential projects and who’s managing them might be.
Same applies to billable hours.
cheers
adrian