[BNM] 2.0 web based CRM recommendation please

[Joe Aliferis]

I would go down the route of using an email client that stores data in 
the standard mbox format.

This will offer Open Source integration opportunites now and in the future

joe

Oliver Marshall wrote:
> Yeah, we've looked at the salesforce range too. It's bloody brilliant. I've
> said many times its one of the best applications I have seen online. It's
> also, however, not cheap.
> 
> This does also raise another issue in that I don't think the CRM world is
> ready for anything other than Outlook. I guess I'm gonna have to waste some
> ram and run vmware Outlook permanently in the background and use it as my
> email client :( Saying that, it cant be any slower than Entourage 2004
> 
> 
> On 8/10/07 14:44, "Sam Michel" <sam at chinwag.com> wrote:
> 
>> 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
>> ---------------------------------------------------------------
>> Sam Michel, CEO - e: sam at chinwag.com
>> t: 0870 730 7313 f: 0870 730 7312
>> Chinwag - http://www.chinwag.com
>> ---------------------------------------------------------------
>>> Chinwag's hiring: http://tinyurl.com/22ttel
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>>> Sam @ Chinwag: http://tinyurl.com/ypobaq
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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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> 
>