Bio – Jeff Kelleran


Jeff is a Group Program Manager for the Microsoft CRM team.  Prior to his current role he was the Lead Program Manager for CRM client strategy, and prior to that he was the Lead Program Manager for Microsoft CRM platform infrastructure.  


 


Jeff has a long history with CRM.  Prior to joining the Microsoft CRM team he managed Microsoft’s internal CRM deployment that services over 20,000 users.  Jeff came to Microsoft after spending 3 years as the Chief Architect at Onyx Software where he guided them through the design and development of an n-tier, internet based platform.  Jeff’s previous experience includes a start-up software company (later acquired by Onyx Software), several years building enterprise class IT systems, and just over 3 years with Deloitte & Touche as a certified public accountant.

Comments (5)

  1. As a Group Program Manager for Microsoft CRM I spend a lot of my time thinking about features that should…

  2. Jeff,

    Relative to your point about Roll it up, CRM 3.0 falls flat in this area.

    Basically there is no roll-up of activities through the parent to sub-account system.

    Therefore, activities (cases or whatever) don’t roll up from departments to divisions to the parent company.

    We learned this the hard way recently with a project and had to write a SQL procedure to handle this in the reporting process. We still haven’t solved this in the grid view.

    Additional, relative to deals and relationships since it is unworkable to associate contacts with custom ‘account’ entities it will make it very difficult to see the view you want to see on a deal when there are external parties involved – sub contractors, vendows, strategic partners.

    I would be glad to see you some documents on this subject or talk to you off post.

  3. I sat down with David Thacher, Brad Wilson, and Bill Patterson this past Wednesday to talk about what…

  4. By now, you’ve come to know many of the Program Managers on the team through the articles that they write

  5. By now, you’ve come to know many of the Program Managers on the team through the articles that they write

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