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Customer CRM

Discussion in 'Technology, Communications and Gadgets' started by CoffeeBeans13, Feb 12, 2015.

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    CoffeeBeans13

    CoffeeBeans13 Graduate

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    I'm thinking of beginning to use a CRM and I wondered if anyone had any advice as to what might be the best solution.

    There would only be four of us using it, to keep track of customer calls etc, but we'd also like to be able to create tasks that we can all see.

    Any suggestions?
     
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    UKBL-Admin

    UKBL-Admin Administrator Staff Member

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    We use Sage ACT! CRM.

    While I'm certain it's not the best on the market, it does the job quite well, and once it's set up properly, we had no problems whatsoever.
     
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    Silverisametal

    Silverisametal Lab Tech Premium Member

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    We too use Sage Act, purely for contact management and recording customer activity and recording calls etc.

    It depends on what you're wanting to get out of the CRM, if you're looking to record formal customer quotes, previous orders and finances then you'd be looking at something more advanced.

    But by the sounds of it, Sage Act would be fine for what you need.
     
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    Maevla

    Maevla Administrator Staff Member

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    Sage Act here also - although if there are only a few of you it might prove expensive and a cloud based service might be more up your street.
     
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    Burtech

    Burtech Burtech

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    We've great knowledge of the Microsoft Office 365 Dynamics 365 cloud offering, highly recommended.
     
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    jeffnev

    jeffnev Graduate

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    I'd always recommend a cloud based solution, as they'll always be generally easier for your staff to stay connected to your site's ongoings. You could always go for CRM / development management tool in one, which helps you manage your site and manage customer interaction at once. One example of this can be found from It'seeze, who do web design in south Birmingham and have a package with an inclusive customer management / web design tool.

    http://www.itseeze-southbirmingham.co.uk/

    What business are you in if you don't mind me asking, as I'm just assuming it's eCommerce :droid:
     
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    CoffeeBeans13

    CoffeeBeans13 Graduate

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    Thanks everyone - I think we will review a few cloud options before making a decision.
     
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    carloborja

    carloborja Freshman

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    While you are at it, here are a few more options that may help you choose:
    Comparison of CRM software

    It's basically a list of CRM software with their key features. Choose one that will work best for you and your company's needs.
     
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    appkodes

    appkodes Freshman

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    you can use Salesforce, it is a cloud-based customer relationship management software.
     
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    harryvent

    harryvent Freshman

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    We manage and track our customer call logs using Apptivo CRM. Try to connect them.
     
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    Tony Radford

    Tony Radford Applicant

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    Hi CoffeeBeans13 - did you find a CRM solution in the end?

     
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    Nageena

    Nageena Applicant

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    if budget is not a problem you can have customized CRM for your own company.
     
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    Andrew_P

    Andrew_P Applicant

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    If you need simple, lightweight CRM which is easy to learn, check out: customer-page [.] kom

    Otherwise you could hire some developer to make CRM customized to your business.
     

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