Hi all, i am looking for ideas on how to restrict the amount of freedom users have in regards to the sales processes.

We have found that users are simply ticking their way through all the stages without actually doing any of the activities leaving no history or attachments making it a fairly pointless exercise.

 Any ideas? Technical and non-technical ideas welcome

Thanks

SalesLogix (or any CRM system) can not actually do the work for the sales people that use it.  SalesLogix should be seen as a tool that allows them to do their job more effectively.  That being said there is not really a way of forcing behavior with the sales process.

 You can monitor user behavior by looking at the SALESPROCESSAUDIT table and comparing the STARTDATE and COMPLETEDDATE fields.  If they are all within too close of time frame then the users are probably not actually doing the steps. 

You could create a report that outlines any suspicious behavior and send it to the managers.  They can then discuss the issue with the sales rep.