Small Business CRM

APCwiz 4 years ago

Hi,

I have been using ACT for many years, and really like the functionality of it. although some versions seem to run slower than others, including the one I am using now ACT 2007. But it is kinda cool with its features of being able to link it to my phone, PDA and other neat tools that are available in the form of quote generation, link to quickbooks, Activator marketing and automated sales assistance program, along with being able to take my contacts with me on the road and not have to take any paper or little diaries to jot down notes etc. The best part, is that it is only around $300 and you can have it run on up to 10 computors. Each user can have a password, and one machine keeps the data on, even if it is a laptop. So if a salesperson goes out each week and gathers new contacts, he/she can later in the week or any time send a sync email to the main computor, and have their new contacts and notes, schedule etc. sent along with it so that everyone stays on the same page. So I can view what everyones upcoming schedule is on one calendar, see who was contacted, and even review quotes that were sent. It is supposedly the number one small business CRM program out there, and most likely the oldest, so each version they incorporate new features that the user base requests. I have about 17,000 contacts in my database that has grown over the years. Another cool feature is with a cardscan reader. Instead of keying in contacts info, you can use a cardscan for all your business cards that you get each week or at a trade show, and link that into ACT. The cool part, is that you can upload this to the internet (their site), and be able to access your contacts anywhere when you don't have your laptop but access to the internet. It also will send out if you choose, an email to those contacts with email addresses 3-4 times a year to make sure they are still up to date, incase thy make a change to their position or phone number. Although, if they change jobs or companies and they loose that email address, then you are out of luck. But in all, I would highly recommend taking a closer look at this program. It was owned by symantec (who owned Norton utilities at one time) and now by a company called SAGE, who makes also some higher priced and a little more larger corporate type CRM solutions. So your data is able to be scaled upwards should you grow. But believe me, many small, medium and some large corps don't have what ACT delivers right out of the box, without extensive learning and training. There is a huge following of the product (that is why SAGE bought it), that you can tap into and get lots of great programs to work with it. One such program is mappoint, which allows you to put an electronic push pin, color coded into a map to indicate where your contacts are. Then do some demographics on their areas and study certain patterns etc. I currentlt use ACT 2007, Act for palm 2.0, Map point, Activator, Cardscan, Quotewerks, Quickbooks and have dabbled with a project tool (name fails me now, but similar and easier than MS Project, but very powerful) Aw I remembered, Project Kickstart. It was also cool. In that you can assign tasks to be completed by persons for a project, and have it email them the requests for the info or update their schedules so that Ghant charts become less static and more helpful in getting their part of the project done. Again for a small company of less than 25, I wouldn't look elsewhere, unless you are looking for a complete job package that incorporates specific related tasks. But if you look into the ACt addon programs, you might find all that you are looking for. It is very powerful and friendly at the same time. Cheers!

Thndrstruck 4 years ago

yes.

email me at

skultkaman@yahoo.com ,

for more information.I am with the best online hombased business.

SmallBizCRM 4 years ago

Great to see a like-minded individual here! And Infusion is a great solution for (real) small businesses..

cheers

Perry

SmallBizCRM.com

Radha 4 years ago

Hi,

PK4 Software Technologies Pvt. Ltd. is a Bangalore-based software company that delivers software solutions in a revolutionary manner: by reducing team size and increasing the use of tools and technologies. This increases productivity, reduces delivery times and delivers bug-free, reliable, scalable software.

PK4s On Demand CRM Solution called "Impel" is an integrated CRM solution that lets you put your customer at the center of your business. With sales force automation, marketing automation, customer service automation, quote management and order management, Impel is the complete solution for an Indian business.

Regards,

Radharadha@pk4.in

http://www.impelcrm.in

John Robert 3 years ago

We use MyriadSuite to manage the help desk in our department. We also fill out our timesheets in that app. I know the sales department are using it for CRM and they have all good comments about it. Their main advantage is the price and the user interface is quite original and user-friendly.

http://www.myriadsuite.com

SydneyShow 12 months ago

Firstly, it is important to understand what are your real business needs and searching for the right vendor. For us, the most difficult part was selection process. We were signing up for many free trial accounts to find the right product. Finally, we have come up with WorkForceTrack ERP Package that has brilliant CRM tool. It has great Lead management, marketing management and contact management.

You can try out free trial account and check the software in practice.

www.workforcetrack.com .