[BNM] 2.0 web based CRM recommendation please

[Sam Michel]

Hi Oliver,

We've been using Salesforce.com for over 2 years now. It's not perfect,
but it's not that far off. You pay a price for the feature-set though.
We're using the one up from the basic version and there's a helluva lot
of functionality there.

The Outlook integration is pretty good, for instance their toolbar
provides a 'Send and Add' button, which sends the email as normal, but
also allows you to store it in the CRM system alongside the relevant
contact, their company and also a relevant sales opportunity. It also
has a self-service support portal and ticketing system.

For an extra fee, there's also an API, which hooks you into most of
their systems. Apparently they've also released a toolset to allow
companies to create their own web-based applications using the
Salesforce infrastructure. I haven't had a chance to delve into that
yet.

If I remember rightly, there's a personal - 1 user - version that you
can use for free:

http://www.salesforce.com

Having said all that, I've also heard good things about SugarCRM, but
I've not had a chance to play with it myself.

Hope that helps.

Toodle Pip

Sam
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Chinwag - http://www.chinwag.com
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> -----Original Message-----
> From: bnmlist-bounces at brightonnewmedia.org 
> [mailto:bnmlist-bounces at brightonnewmedia.org] On Behalf Of 
> Oliver Marshall
> Sent: 08 October 2007 14:06
> To: Brighton New Media
> Subject: [BNM] 2.0 web based CRM recommendation please
> 
> Hi chaps.
> 
> Can anyone recommend a 2.0 web based CRM service ? I mean 
> recommend in the
> truest sense of the word as in you have some (ideally 
> positive) experience
> with it and find it useful.
> 
> I'm desperate for something to integrate all the info we get 
> in from clients
> in to one interface. We have a helpdesk for support and SLA 
> management, we
> have a wiki for storage of information, and we need a CRM to track
> leads/contacts/interesting email threads from clients etc.
> 
> I'm not convince 100% that a CRM is the perfect solution, but 
> it certainly
> may be A solution till we find something else.
> 
> Olly
> 
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