hi team,
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

I've heard good things about SugarCRM. I haven't used it personally though.

everything runs on an ipad... because you can rdp to a windows ts

+1 to Dynamics

we use salesforce where i work, but i have heard good things about highrise as well

As a side not, if anyone wants an accounting package then use Xero.. it is so goddamn awesome!

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.

hi team,
we need a CRM solution for a small National BDM team. max users so far would be 7-8.

you are asking this question because you are without a mentor who can help you.

find one.

+1 for Highrise or SalesForce (Highrise my personal fav). Plenty of integrations out there. Highrise has mobile apps but they're not that great.

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