1. _StephenBB81's Avatar
    Hello All

    my Company has "upgraded" to Epicor for our Operations management software, and are now open to looking at CRM options, we currently are Running Lotus Notes 7.

    I put in my input this morning quickly as such

    They only gave us a few days to minimize how much we can write


    For email contact management we have 2 current offerings I have used/am
    using

    Microsoft Outlook:
    Outlook allows custom tagging of contacts, meaning each rep can tag extra
    contacts beyond the basics
    in my instance, I can tag every contact that has a Steadymate display, I
    can tag contacts as Managers, Sales People, Counter Staff, allowing quick
    sorting of targeted emails.
    Outlook will allow you to view all interactions with a Contact, that
    includes all e-mails from that contact.
    Outlook has a Web app application available for a sales guy on the road he
    can access e-mail without having to download everything in his inbox, so
    if a large file is being send around the office his computer is not frozen
    while it downloads over a wireless card, or slow hotel connection.
    Outlook online also has tools to allow collaboration on documents between
    multiple users, in Canada we have the list of New customers this file
    would be ideal to remain there, same with the vacation schedule, that way
    everyone sees who is on vacation, keeping the trailer booking sheet there
    as well, this is a solution when we can't just write web applications to
    control all of these.
    Outlook 2010 has conversational email support , Check out gmail from
    google to see what conversational email is.

    Google Apps:
    I have only been using google Apps for 2 days, Google apps has much of
    the same features of Outlook Online, it allows for syncing with Outlook on
    the desktop without needing exchange, so you get all the benefits of
    outlook on the desktop, and the portability of gmail,
    Google Apps costs $50/user, 25gb of email storage, the ability to make
    webpages public, this would be great for making flyers for customers
    public for short periods of time, rather then sending a large PDF we
    could send a link to a flyer hosted by the e-mail server.



    [CompanyName] Website:

    I would LOVE to see the [CompanyName] website used as a contact management
    software,
    Each client/customer would have a log in,
    As a Sales guy we could see what the customer viewed while logged in, what
    they requested more info of, and in that log in they could send an e-mail
    to the rep directly
    The customers purchasing profile would be accessible here as well, so
    when I log in MY page would give me lists of all activity since last log
    in, when a Customer logs in they would see all of the products they have
    ordered and in the quantities they have ordered them, they can visually
    see the trends, if they are ordering 100 every 2 weeks, a suggestion can
    be made to order 300 as it is only a 6 week supply based on trends.
    in Canada Customers are ready for online ordering, We could do very well
    in building a system to create targeted advertising to the customers based
    on what they are ordering, AND give the tools to the sales staff to follow
    up on sales they are not aware of until the end of the month with Z4's t
    his would eliminate the need for Z4 reports.
    A system like this could easily be build on a PHP/mySQL base, with
    connectors made with Epicor



    I will talk to my ideal contact manager right now:


    My Ideal contact manager would:
    Allow sharing contacts with other sales reps, I would want to share all my
    notes on CustomerA with SalesGuyA, all notes about CustomerC with SalesGuyB,
    with just a simple click of "share with"
    Hierarchy contact management: I would like to be able to create contact

    CustomerD: with in this contact I would place
    > Joe1 ( Owner)
    >> Joe2 (Controller)
    >> Joe3 ( Branch Manager)
    >>> Chad, Counter Person
    >>> James, Counter Person
    I create a Note for the Location, and then can tag who I spoke to inside
    that location, I should be able to view all notes in a single screen
    reading them as one would a webforum.
    I would like to be able to include pictures into my notes, as well as sound
    files, and video



    With hierarchy contact management [NationalAccountsalesmanager] would have
    ABC head office + all contacts sorted
    >> ABC Distribution centers + contacts contained in each
    >>> ABC stores under the Distribution center they draw from + the contacts
    from each store, filled in by either himself or the Rep, maintained by
    both. changes in a contact would be tagged based on who made the change
    for IT to know who changed what.
    This would allow for easy view of entire companies targeted e-mail pushes
    from the top down,

    The contact manager would link to a ToDo/Calendar so you can create an
    event in your calendar with a Note you have taken in the future, IE:
    Follow up in 2 weeks, in 2 weeks time your calendar has that follow up in
    it.
    Global ToDo lists, for groups of people to work on,

    I would like Sales history for the client in the contact manager,
    everything at your finger tips minimizes time planning your visit, and also
    ensures you don't forget to look at something first.



    I do not know of a system that does this yet, I have never been on the
    purchasing side, only the development side.
    I am sure that this could be built as a web based application and then
    sunk to Outlook on the desktop so no need for exchange.

    I did include an e-mail to Larry about BES Express for Blackberry which is
    a free Blackberry Enterprise server offering released this week by
    blackberry.
    We got the email today saying they are looking at changing systems and have till Friday to give recommendations.


    Any input as to what you use, what your opinions would be would be great, there are some very smart people here,
    some not so smart too, but I hope to get feedback from the smart ones haha
    03-04-10 08:52 AM
  2. diegonei's Avatar
    Hello All

    my Company has "upgraded" to Epicor for our Operations management software, and are now open to looking at CRM options, we currently are Running Lotus Notes 7.

    I put in my input this morning quickly as such

    We got the email today saying they are looking at changing systems and have till Friday to give recommendations.
    There is a free CRM software I tried called SugarCRM and it's quite robust. It's not mobile oriented but I managed to load and use it on the default BackBerry Browser. It has a collection of plug-ins to add functions that are not present on the general distro. Delivers a lot for a free product.

    There are some CRM apps/solutions on AppWorld as well. If you search the blogs, you'll find a very interesting, blackberry oriented solution. I just can't remember the name, but it has very funny videos of thumbs explaining it's functions and benefits.

    Good luck!

    Any input as to what you use, what your opinions would be would be great, there are some very smart people here,
    some not so smart too, but I hope to get feedback from the smart ones haha
    Funny.

    Posted from my CrackBerry at wapforums.crackberry.com
    03-04-10 09:23 AM
  3. _StephenBB81's Avatar
    Thank you, I was looking at SugarCRM today, as well as AST, and Salesforce.com


    still hoping to get more feedback
    03-04-10 06:04 PM
  4. morfy50's Avatar
    We use Salesforce.com and I've found it to be robust and scalable. It can work for SMB right up to Enterprise size organizations.

    We use it for general CRM and our sales cycle (Contacts > Opportunities > Leads > Account). Also for Case management (customer issues) and store email correspondance to/from customers. Plus for Activities (todos) that we assign teams internally.

    It also has extensive reporting features and you can design your own reports. These are a must have for us or the CRM becomes nothing more than data/metadata storage.

    There are API's to program with. I've done some integrations in the past with Saleforce & Sharepoint webparts, Salesforce & Livelink and Salesforce & Directories (AD, LDAP, etc)

    There's a lot to it, but you use the features you need now and incorporate others as your needs grow.

    Finally, it's worth mentioning I don't work for Salesforce or anything, I've just used the product for many years now and have good comprehension of what it can do. It works well for our business but I highly suggest you give the 30 day free trial a shot before buying.
    03-04-10 08:18 PM
  5. _StephenBB81's Avatar
    I got an e-mail today about sales force as well, I need to look into its cost.
    Thanks for your feedback
    03-04-10 09:09 PM
  6. Oneshortsleeve's Avatar
    My company uses Salesforce. It is a bit more pricey but more robust, in my opinion.

    We use it to log customer support calls, build quotes, and, of course, track sells.

    What I really like about it is the mobile application. They just upgraded the BB version so you basically have full access to Salesforce on your phone (create/convert leads, check cases, build/complete tasks, etc). You can also import/export items (calendar and contacts) to and from your device. Keep in mind that the price for the mobile application is included in the price of the Professional Edition and above, not the standard edition of Salesforce.
    03-05-10 08:44 AM
  7. jbeachy's Avatar
    My company uses Salesforce and we love it. I think we have 50 desktop and 10 mobile licenses. As noted above, it's a bit pricey but it's extraordinarily full-featured. Since it runs in a web browser, there's nothing to install and thus has a zero-impact footprint.
    .
    And Salesforce Mobile for BlackBerry rocks! It does require a separate mobile license, though, so if you use your desktop and the BlackBerry you will need two licenses for each person that does that. I think the mobile license is along the lines of $10/month. I use Salesforce on my BlackBerry more than the desktop.
    .

    Posted from my CrackBerry at wapforums.crackberry.com
    03-05-10 09:18 AM
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