17 May 2011 12:12pm
I am looking for some help/advice on CRM systems.
For a small marketing agency, what is the best way to keep track of new business contacts?
It would be for two primary users, with six others occasionally logging in. We would like to keep track of interactions with new business prospects. Email correspondence, dotMailer email newsletters, notes and pitching status should all be included.
What kind of CRM systems would you recommend?
Salesforce seems like functionality overkill, but something beyond an excel sheet would be nice.
I’d appreciate any assistance.
Technical Project Manager (MBA, MBCS, CITP, CEng) at Naxtech.com
17 May 2011 20:43pm
I am not aware of an off-the-shelf product which meets your exact requirements. In my view it may be simpler, easier and also cheaper to simply make your own bespoke system. If you wish to discuss more just contact me and will be glad to help if I can.
CEO at Econsultancy
18 May 2011 10:05am
I've heard positive things about Sugar CRM (see http://www.sugarcrm.com).
Kate Mayfield (http://mayfieldsolutions.co.uk/) knows about this stuff and has done a report on the market - see http://comparecrmreport.com/default.aspx
Web technology professional at Bitcala.com
18 May 2011 18:00pm
You could do a lot worse than Highrise:
CEO at Shackleton PR
24 May 2011 22:22pm
I've used Sugar CRM, Highrise and Salesforce over the years.
Sugar saw us well in the early days, but required a lot of customisation, although that was years ago.
I'm a big fan of 37 Signals, having used Basecamp for years. We used Highrise for about a year and found it the simplest and quickest system to use, although it had limited functionality that we began to require as the business grew.
I use Salesforce now, but its been expensive to customise to our needs and it does a lot more than perhaps you require.
I would check out Highrise, its great value, intuitive to use and extremely quick to get started.
24 May 2011 22:36pm
Cheers Robin - some great insight there.
26 May 2011 10:12am
Thanks so much for all the help!
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