Jun 042012
 
CRM Review - KarmaCRM

KarmaCRM Summary KarmaCRM is a cloud based customer relationship management (CRM) application targeted at small to medium businesses. The use cases supported are basic contact, account, and opportunity management. A light transactional reporting tool with decent visualizations as well as a few out –of-box integrations to FreshBooks, Highrise, MailChimp, WuFoo Hosted Forums, and Google Calendar [...]

Mar 202012
 
CRM Data Quality - Jigsaw / Data.com helps keep CRM data shiny

CRM Data Quality Jigsaw, now known as Data.com, can help your company improve and maintain CRM data quality.  That is always a good thing. Founded in 2005, Jigsaw pioneered a crowd-sourcing model to acquire business contact information for literally millions of contacts throughout the world. In April of 2010, Salesforce.com announced its acquisition of Jigsaw [...]

Feb 102012
 
CRM Review - Zurmo

  Zurmo is the latest CRM from the brain trust at Intelestream, Inc. The company released 0.6.0 on Feb 06 2012. Release 1.0 is expected in the second half of 2012. I spoke with Jason Green, Zurmo’s chief architect. Green says the product development is coming along nicely. Green’s philosophy is to be patient and [...]

Oct 162010
 

I have bumped in to a few customers lately who were using RightNow. The company has a unique way to sell software that is classically used to manage sales funnels, leads, and everything pre-sale. The message RightNow wants you to hear is that selling starts with the customer. They assert that customers now have more [...]

Sep 162010
 

Zoho CRM Review – Pricing Scenario One – Overview Software company sells services and software products 25 users across Marketing, Sales, Customer Service Leads need better follow-up and Customer Service has a separate system Quoting is important and proposals often have large documents with images in them Require monthly Backup of data 35,000 contacts in [...]

Jul 032009
 
Software Requirements Specification (SRS)

CRM Projects should always start with the software requirements specification! All too often the VP of Sales waltzes into the CIO’s office and says, “I need a CRM system, send me an email when you have found one and have it implemented.” Granted this is a bit of an extreme, somewhat cheeky example but, believe [...]