For the second post in 2 minutes, I recommend Experlogix,
They can implement a product hierarchy for you, and keep the results of
the products selected in the OpportunityProducts table.
The product area is one that is IMO poorly implemented in CRM. Kalmadi
mentions using Kits, but the major problem with the kit is that you
can't see the components of it anywhere in CRM (except for the product
admin screens - users can''t see it). (So, for example, it would be
like selling a car and seeing just "Car Kit #829' instead of make,
model, a/c, ABS, etc...)
I've said it before, but the process to add one product to opportunity
product details is extremely click=intensive, and really needs some
work. The Experlogix model of allowing hierarchies, and being able to
see and select multiple products on one screen is much easier and
intuitive to work with. Forcing the unit selection is also very
painful for most clients who sell "Each" for every product...
Hopefully with 3.0 I can build onLoad events to reduce some of the pain
for my clients who don't go with Experlogix, but this really needs
improvement in v.Next...
Just my $.02,
David L. Carr, President
Visionary Software Consulting, Inc.
VAST 3.0 is now available, and it audits even custom entities you
create in Microsoft CRM 3.0! For a free, fully functional demo version
of VAST, please visit http://www.yqcomputer.com/