Recommended reports
FUNNEL - Convert presentations
Presentations from Econsultancy's FUNNEL event which took place on 1st November 2011, where over 500 of the UK's most senior marketing and sales strategists attended to hear from those leading the way in marketing automation, lead nurturing, demand generation, revenue performance & beyond.
This track puts the spotlight on the ultimate aim: revenue. Specifically, how to effectively qualify and pass leasd to sales using CRM, campaign management, revenue performance management and customer lifecycle marketing.
SEM-SEO-PPC Marketing Consultant at www.hireamarketer.co.uk
25 January 2010 15:04pm
Small business client looking for a CRM software to integrate with 'Quick Booking'- accounting sofware package.
CRM Functionalities Required
- Quick start - simple and user friendly CRM software required
- Must have calendar - event template
- Marketing campaign management
- Lead generation, progressing, tracking and management
- Reporting, forecasting and analysis
- Sales pipeline and opportunity management
- Streamlining workflow and business processes contact management
- Tailored interface for users or teams service scheduling
- Integrate with accounting software package -"Quick Book"
- Import and export data
- Single view of customer record - track customer life cycle
- Manage product list and price list
- Profiling and segmentation etc
- Invoicing etc
Please reply with recommendations .
Director at WORKetc CRM
26 January 2010 08:24am
Hi - check out www.WORKetc.com
It has all the CRM tools you are looking for plus integration into Quickbooks via OFX exporter.
It also includes a full product catalog, price list, invoicing and sales management.
It doesn't have profilling, but you can segment your customers via tags
Managing Director at 70 Fathoms
27 January 2010 10:00am
Hi
Good to have some thinking done around requirements. We can save you the time/effort of testing/researching/checking all the systems 'cos we've already done that. We have a service where we interview your folks by phone, and send them 2/3 system recommendations that will fit their requirements and pros and cons of each. Drop me a note if that's of interst. We have some options for agencies/freelancers to use on behalf of their clients, which are more affordable than the advertised report on our website.
Kate (kate.mayfield at mayfieldsolutions.co.uk)
Director at E9
12 February 2010 01:23am
I use capsulecrm.com (was called javelincrm.com but recently changed their name)
It doesnt have invoicing but it can be integrated with several accouting products, and can integrate with email marketing providers.
Suggest you check it out, its doing wonders for me!
Director at E9
12 February 2010 01:23am
I use capsulecrm.com (was called javelincrm.com but recently changed their name)
It doesnt have invoicing but it can be integrated with several accouting products, and can integrate with email marketing providers.
Suggest you check it out, its doing wonders for me!
IME at e-Zest Solutions
02 April 2010 11:57am
HI ,
Checkout e-Zest Solutions
Provides CRM implementation service as well as CRM consulting.Have strong experience in implementing microsoft CRM,Sugar CRM,vTiger (Open source) & OpenCRX (Open source).
IT Analyst at Real Time Data Services
05 April 2010 15:06pm
You can use ACT! by Sage CRM software. You can also try ACT! Hosting with a third party application hosting provider.
CEO at GetApp.com
13 April 2010 10:18am
Check out our list of most popular CRM solutions WORKetc.com mentioned above is definitely very popular among our visitors
Feel free also to add reviews or post your questions to our Business Software experts at Answers@GetApp
Securenext software at Securenext software
20 April 2010 10:41am
crm consulting and Customization Service
Securenext Provides Open Source Consulting on CRM & ERP opensource project. We help to analyze where Open Source can fit into your organizational development. We provide cost-effective business ready Open source solutions.
ref: crm consultants, crm open source, vtiger crm, sugar crm
10 December 2010 07:17am
All the features mentioned by you are provided by Novelhost Quickbooks hosting. Along with this we provide Application hosting that is based on ASP.
If you want to go for peachtree online hosting its also available. All these are can be used with remote hosting.