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CRM Small Sales Force

Discussion in 'BlackHat Lounge' started by Nordajgt, Dec 13, 2012.

  1. Nordajgt

    Nordajgt Regular Member Premium Member

    May 12, 2011
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    Director of Marketing
    Hey Guys,

    I was looking for a CRM for a group of less than 10 people to use. I was considering high rise because we use basecamp but wanted to first see if you had any recco's.

    Thanks in advance
  2. olystyle

    olystyle Regular Member

    Jan 6, 2012
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    Hi Nordajgt

    I actually work in this business segment - first of all: its very hard to reccomend a CRM to you for as I don't know any of your requirements - can you elaborate your requirements?

    From what I see you are using a paid solution for your project management and of course (reasonable) are looking now at the CRM from the same vendor... Consider: It might be profitable to you to cancel your contract/service with basecamp and move over to a more "complete" system. A scalable solutions wich can grow with your business: An ERP - in the future your present requirements might change and or new requirements will pop up... a good ERP will have you covered no matter the situation. A Further benefit of an ERP is that you have everything consolidated under one Application:

    - HRM: Manage your Human Ressources: payrolls, timesheets, holidays, contracts,...
    - CRM
    - Accounting: Link every Customer you have to pending invoices, paid invoices, ...
    - Sales
    - Projects: Manage your Projects out of your ERP and link them to your Customers or declare them internal as Internal
    - Manage your Marketing Campaigns out of your ERP
    - Probably not further interesting for you: Production/Manufacturing, Purchase, Warehouse Management, POS,...
    - DMS

    As you can probably guess - having everything consolidated brings you many benefits... So what does such a system actually cost? Sure there are lots of paid (insanely expensive!) ones - but do you really need them? No you don't... you can easily do this with an open source ERP such as:

    - OpenERP
    - Tryton
    - Ofbiz
    - Open Bravo

    ...at the monthly cost of a Server (wich is cheaper than what you are paying now). Keep in mind that ERP's are very flexible: You can decide to use just a few features of an ERP...

    In case that you don't want an ERP just a "pure" out of the box CRM - check out these open Source CRM's:

    - SugarCRM (vast amount of features)
    - VtigerCRM (a fork of Sugar)
    - Zurmo (I came across this CRM recently looks very promising - interesting approach: gameification)

    Each of these systems has its own strengths and benefits - specify some of your requirements and i ll make you a solid recommendation :D


  3. icering87

    icering87 Newbie

    Mar 20, 2012
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    I like Zoho CRM

    Flexable, clean, easy
  4. phracktl

    phracktl Regular Member

    Sep 2, 2012
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    Contrary to the above advice and in all humility - i would advise against an ERP styled solution for this number of seats.

    So much depends on your sales methodology as to whether a CRM would suit or a more pure play contact manager would do the job - even like Sage ACT. Simple, but I worked in a tech company that ran >£1m a month of complex sales using this. But then the talent was in the sales team and a CRM would have got in the way and promoted pointless activity.

    Which is why i dont like things like Zurmo - but hey, im a dinosaur. I do like sugar and vtiger however.

    Im a big fan of Mr Fried too - but i dont use or know his products, whether highrise or RoR. If you applied his type of thinking, you'd go with Highrise - and It would be a good call as long your happy with Basecamp. It will minimise the risk of change and add tools that complement your current investments in terms of staff expectations and training, as well as reduce the technical risk of taking on new s/w, from handling data migration through....

    good luck with it
  5. olystyle

    olystyle Regular Member

    Jan 6, 2012
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    How come? Why shouldn't an ERP be a good solution for teams with approximately 10 people? Companys at this size have a lot of needs - any Company has to do accounting, manage their customers, manage their sales and purchases, manage their projects, file Documents,... instead of maintaining / working on several platforms its more efficient/cheaper to maintain only one platform (total cost of ownership).

    I totally agree - thats why i asked Nordajgt for his requirements. Not every usecase (talking about the business model) is suitable for a CRM. Then again nobody forces you to use every feature on an ERP... to be more precise: open bravo, tryton, openERP or ofbiz are business application frameworks - these frameworks have been built with the tought of offering businesses a solution to cover their processes...

    Why not Zurmo? because of the "pointless activity"?

    cheers olystyle
  6. arunjesu84

    arunjesu84 Newbie

    Aug 16, 2013
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    Hi, We have 4+ years in ERP. We can help you in CRM. OpenERP will help you in all your aspects.
  7. fast working capital

    fast working capital Newbie

    Aug 15, 2013
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    Zoho CRM is the easiest one. Simple, you can attach files, set up drip marketing campaigns, manage multiple accounts with separate access levels... Piece of cake.

    And their support team rocks (I would set up a free trial account and ask support to help you out, free for 15 days)