we need a CRM solution for a small National BDM team. max users so far would be 7-8.
i have used Sales Force and Sales Logix but feel they are a bit of overkill for our purposes. standard criteria - pipeline reports, leads, marketing campaign tracking, sales funnels, etc
we use Win7 Pro & Office 2010 so must intergrate. have looked at simply starting with Business Contact Manager http://office.microsoft.com/en-gb/outlook-help/CH010371336.aspx or MS Dynamics http://crm.dynamics.com/en-au/home
and the boss wants it to work on iPads, (don't bother with the anti iPad tirades or try and convert me, we all have them it's a closed book that one)
any ideas or input on those 2 MS products appreciated, thx
We used Highrise for a while; it's a nice and simple web-based app that will work on any device: http://highrisehq.com/
We have since switched to SalesForce, but afaik we're not really power-using it so I can't comment on what is better.
After absorbing a lot of MS PR recently I feel like if you're an Office/Outlook/Exchange shop, Dynamics is probably worth a very close look - it sounds cheaper per seat than the options (although maybe that is only in large scale).
everything runs on an ipad... because you can rdp to a windows ts
i've played with sugar and dynamics quickly and dynamics is awesome as it integrates with exchange/sharepoint so good.
+1 to Dynamics
maximizer was good in its day, havent used it for about 9 years or so. Looks like it is optimized for ipad also :/
we use salesforce where i work, but i have heard good things about highrise as well
Ironically I (part) own a cloud based CRM style system but it's under development at the moment and wouldn't subject anyone to use the current site.. it's horrible!
So self interest aside, I stumbled across CapsuleCRM which looks like a pretty neat piece of software. I'd also recommend Highrise too.
As a side not, if anyone wants an accounting package then use Xero.. it is so goddamn awesome!
thanks for the feedback so far. I'll do some research
Salesforce.. Good thing about it is you can manipulate it virtually however you want (i'm sure you're aware of that)
Not too sure what the licences cost though.
I'm about to start a role and there will be 4 of us using SalesForce.. That's it.
you are asking this question because you are without a mentor who can help you.
Using "Kayako" here, very basic yet does the trick for small usage and low licensing costs
Sales force -1 burn hole through your wallet
last time i looked our licence fees where around 3.5m. only started the salesforce project 9months ago
We've been using Capsule, which has been okay thus far. Though we're about 95% of the way through developing our own awesome one. Wish I could say we're finished for threads like this >:( ticks all your boxes
last edited by kr0wb4r at 21:29:04 07/Aug/12
Used Dynamics for years :P ... it's decent I guess.