Jump to content
  • 0

Is APM really a Prospect Database ?


Philr

Question

Come on lets have some input into this one, it may even become a rant !!

 

APM was supposed to be "Advanced Prospect Management", and as the name suggests, "Prospects", i.s so you could build up a database of prospects, and quotes you had done and not converted.

 

And while it still does retain non converted quotes, it has become in my opinion a "Business Processing Tool", escpecially as tehe regulation module was nailed onto the back of it !!

 

I just think that with so many mismatched records, duplicates, and basic "crap" in APM , then you cannot actively use APM as a prospect marketing tool.

 

Or am I just moaning again !!

 

LOL

 

 

 

 

Link to comment

1 answer to this question

Recommended Posts

  • 0

APM is at best a very basic lead collection tool. It is a long, long way off anything like a commercial prospect database such as Act or Goldmine. Basic facilities it should have are:

 

Prioritising a lead

Allocating and swap leads between staff

Alarms for certain times and days - pop up reminder boxes

Click a button to email a client directly

Allow email templates to be created

Easy access to diary without having to access diary, then client then EscO again

 

I'm sure there's loads more.

Link to comment

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!

Register a new account

Sign in

Already have an account? Sign in here.

Sign In Now
  • Posts

    • Hi Val - I've not heard this being an issue generally - very strange. OGI will be best to investigate. Would be good to know the outcome!!   Just a thought - is it only the extract / csv with the issue - or does the full printed report still not report these?  
    • Has anyone else come across this problem, we are getting quite a few cases where the renewal is not populating on the list.  OGI have been looking at this from the copy CSV lists we have sent them, but have not resolved this issue yet. 
    • Open GI Sanction Check Update!   Function shortfall now on the #OpenGI radar - watch this space! 
    • Partnership deals that are in the interests of Open-GI's profits and not the best infrastructure for their clients. HP - (30% returns from printers to servers when I worked for a HP partner. Haven't been pleasantly surprised with 6 more years of dealing with their hardware). Microsoft - Oh ook another 60 security holes and a zero-day (M$ product zero-days can only be fixed or mitigated by Microsoft) that has been actively exploited for over two months now. Sophos - Tavis Ormandy of Google's top security team, charitably wrote a 30 page paper, which concludes that the company was "working with good intentions" but is "ill-equipped to handle the output of one co-operative security researcher working in his spare time". Recently, they forced through Multi-Factor Authentication for their "cloud" management site (which has a really useless, coutnerintuitve and uninformative interface), that is completely useless in a ransomware take over, you could easily be left without access to your "cloud". They should implement physical keys if they are going to push for this, not software methods that can be taken over as part of an attack. 
    • The real question for Open GI is why is only 1 browser supported?   Why do you think that is?   10 points for each correct answer …
×
×
  • Create New...