said 1 year, 4 months ago:
Warning is a mini-Rant…
@alexandrabriggs – Asking what CRM we use is a lot like asking if we prefer boxers of briefs. It’s not really relevant to making an informed decision for a CRM system. In this thread you’ve mentioned several key areas of need/want from tracking information, marketing automation, reporting, automated tasks / workflows and email campaigns.
Most professional CRM/CEM systems do these basic functions. What experience do you want your potential customers to have? In my experience, it’s the system design and engineering on the front end that makes or breaks the success of a CRM project. Specifically: What is your sales process? What are the key measurements and reporting your require? What are the performance measures and metrics for your staff that are tracked?
In the old days, CRMs were 3×5 cards and tickler files (folders with 1-31, Monthly & Yearly) which could be used very effectively by a person properly motivated and trained in the system. Today too many businesses/management teams have false expectations that a CRM or other software solution will increase productivity and/or results while at the same time unwilling to “systemitize” the selling process, customer service systems, accounting practices and management reporting.
Heck, who wants to spend the time and money resources on a system that’s destined to fail anyway.