Discussion:CRM
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FloridaTaxes (talk|edits) said: | 7 November 2009 |
| I am looking for a CRM tool to license and was wondering if any of you have recommendations. I would like it to be web based, so right now I am mainly looking at salesforce.com, crmtrak.com, and Microsoft Dyamics CRM online. The main thing I want to use it for is to track leads. I have been sending out letters to all new businesses in my area and some to existing businesses. Earlier this year I was getting a 0.8% response rate. Then I started following up with a second mailing, either a postcard or a small business guide, and now my response rate is 1.4%. I want to do even more of this but it's getting cumbersome to keep track of which lead has been sent which mailings, etc and I would like to be able to generate the letters and labels more easily. Also, some of my sources are paid so I want to see which ones are generating the most paying clients. Right now it's even hard for me to tell which leads have contacted me.
I am currently on a trial period for salesforce.com. I have had many mail merge problems with this one and unlike CRMTrak and Microsoft, they nickel and dime you. Any suggestions would be appreciated. | |
Southparkcpa (talk|edits) said: | 7 November 2009 |
| I use goldmine (not web based but they have one), my client is a VAR and I can tell you he loves sales force.com and hates Dynamics.
In all honesty though, my gut tells me that tracking leads for an accounting practice etc.... is a well, waste of time (apology). Do great work, attend social meetings and in 2 or 3 years you should be fine. | |
FloridaTaxes (talk|edits) said: | 7 November 2009 |
| I will not be using this extensively like a sales person and likewise and not looking for something with all the bells and whistles. I mainly just want to be a bit more organized with my direct mail campaigns and I want to track which sources work best. When I pay for the lists of existing businesses, I have been playing around with the parameters. I'm still trying to identify which set of criteria is working so I'm also hoping this will help with that. I will look into Goldmine. | |
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