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Linking meetings to accounts and/or opportunities

Hugo Geyskens

If I create a meeting via the subpanel of an opportunity, that  meeting is not shown in the subpanel Meetings of the account which is linked to that same opportunity , why is that ?

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    Hi all, 

    Thanks for your input.

    So... there  is no out-of-the-box/easy way to see all meetings related to a specific account (be it an account meeting or via one of its opps or contacts) ?

    That's strange, since such direct interactions with your customer should be one of the cornerstones of the 360degree view on your accounts...

    Anybody knows of there was already a concept discussion inside Sugar around this topic ? 

    Bye  now

    Hugo

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  • 0

    Hi all, 

    Thanks for your input.

    So... there  is no out-of-the-box/easy way to see all meetings related to a specific account (be it an account meeting or via one of its opps or contacts) ?

    That's strange, since such direct interactions with your customer should be one of the cornerstones of the 360degree view on your accounts...

    Anybody knows of there was already a concept discussion inside Sugar around this topic ? 

    Bye  now

    Hugo

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  • 0 Sugar Employee Badge in reply to Hugo Geyskens

     unfortunately I don't think they really understand Customer 360 or Sales Intelligence. I am often surprised by the lack of real-world understanding. I agree, the relationship you are talking about is very important.

    I once worked with  and he was very, very helpful and even talked me into some additional products that have helped. Coming from W-Systems I think gives him a different perspective possibly, but I don't know what is going on internally at Sugar.

    We see that they developed Predict. Yes, it sounds cool, and markets well, but I bet only their largest clients will actually find value. For us anyway, we need Sales Intelligence and Customer 360, not AI.

    Another W-Systems person, , that came to Sugar is incredibly customer focused, but after his paid engagement, it is not his job to listen to us.

    Whenever I talk to our Partner, , or anyone at Sugar, I always mention how amazed I am at the bugs, or lack of obvious functionality I have reported in 2.5 years of use.

    We have invested heavily (for us anyway) in Sugar and there is no way we can change, so I guess I will sit back and hope for the best.