Kristy C. Cartier
said 1 year, 2 months ago:
@ptwylie My association uses Euclid’s ClearVantage. It is a nice basic, non-cloud software. However, when you want to add a module, they can be expensive. I am not sure about customer service.
Some other associations in my office are starting to use Avectra’s netForum which is a SaaS.
At previous jobs, I have used SugarCRM (didn’t spend enough time with it to learn) and Sage’s SalesLogix (it was ok for sales tracking but the marketing uses seemed lacking).
Lastly, you might want to check out Adam Metz’s The Social Customer. He goes through a handful of CRM’s that are good for certain situations.
RE: SalesForce, there are probably YouTube videos on how to use it. I know that they offer some free online training modules because I was trying to teach myself.