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David Morisseau

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The Business Software Expert, Worketc

124 points

With a background in business as well as tech, I've slowly managed to combine the two to create my job today. I try to show any small business that no matter which industry it's from, it can likely benefit from some business software.

Oct. 24, 2011

David Morisseau recommends this answer by Michael Allen

Is CRM really worth the hassle?

You should take into consideration what you manage on top of CRM. Most CRM systems are catered towards larger organizations, and as a smaller organization I'd recommend looking into something that helps businesses your size specifically.
Integration is a huge aspect of these applications, as ... more

Customer Service

July 26, 2011

David Morisseau recommends this answer by Michael Allen

Can anyone catch Salesforce.com in the CRM space? If so, how?

While Salesforce dominates the general 'CRM' arena, there are CRM-niche-areas popping up all over the place, and this makes it a lot harder for someone to properly tell who's going to 'catch' salesforce.
For example, CRM was originally designed for larger businesses (ERP) and because ... more

Information Technology

Feb. 7, 2011

David Morisseau and 12 other people answered this question

How do you respond to "That's not how we do things around here"?

Once you have put in due time, suggestions should be taken more seriously by your peers. It's important to go in with an open mind and approach suggesting without criticizing, as many staff (management esp.) will get offended far too easily. more

General Management

Innovation Strategies

Feb. 7, 2011

David Morisseau and 3 other people answered this question

Will AOL's purchase of the Huffington Post make them relevant again?

I think this may have just been a terrible decision for huffington post. I don't know what Arianna was thinking - i know that the news blog was already taken pretty lightly, but when a ''newspaper'' is owned by AOL, well, you know. more

Huffington Post

Feb. 7, 2011

David Morisseau and 2 other people answered this question

What is your favorite project management tool?

I like WORKetc for its useful integration of tools. Instead of being a basic project management app, it adds aspects of CRM and billing, as well as help desk, so that users can manage nearly all business operations under one central system.
This has numerous benefits ... more

Project Management

Jan. 31, 2011

David Morisseau and 6 other people answered this question

What's the best project management tool for a basic ERP project with fewer than 10 users?

For a project and group like this you're probably better off using a simpler, more intuitive tool.
Would you find it beneficial to have projects, scheduling, timesheets, collaboration, contacts, email, gantt projects, dependencies, sub projects, to-dos and project milestones all deeply integrated? WORKetc does this, and ... more

Collaboration Tool

Project Management

Jan. 15, 2011

David Morisseau and 1 other person answered this question

Which CRM applications have an integrated comprehensive project management component?

There's many out there, one that integrates the two directly is WORKetc. It combines CRM (contact organization, pipelines, lead management, etc) with PM (gantt projects, group calendars, client collaboration, dependencies, timesheet & milestone billing etc) and brings collaboration to ALL of these aspects, meaning business ... more

Jan. 15, 2011

David Morisseau and 1 other person answered this question

What CRM system would you recommend to handle customer service as well as sales?

I like that you want to integrate... it saves a ton of time and effort. So many companies try to use separate applications for separate aspects of management and the lack of integration bites them; they spend too much money for applications that don't even ... more

Customer Service

Jan. 15, 2011

David Morisseau answered this question

What CRM system manages internal quoting and pricing?

Basically, the application has to have a quoting, estimate, or invoice module, as well as a product catalog module built in. A variety of systems have this, one of which I know has invoicing, quotes, estimates, as well as product catalogs and subscription catalogs with ... more

Jan. 14, 2011

David Morisseau and 2 other people answered this question

What CRM integrates with Constant Contact or provides another email marketing tool?

WORKetc covers CRM, lead management, sales automation, contact organization, help desk support, and has email marketing built in.
It also contains features for project management, finances (expenses/invoicing) and integrates all of these tools together to create an all in one business management suite for small businesses ... more

Constant Contact

Jan. 9, 2011

David Morisseau and 4 other people answered this question

What collaboration software are you using and why?

WORKetc, because it combines CRM, PM, billing, and support - and brings collaboration to all of these aspects as well. Users manage their entire small business under one platform, and can communicate information across their business, despite what aspect they may be working in, all ... more

Information Technology

Collaboration Services

Jan. 9, 2011

David Morisseau and 8 other people answered this question

What are some of the leading CRM systems in the market currently?

Salesforce, Dynamics, and Highrise are topping the CRM market.
The problem with these is that they lack integration with other aspects of business management, such as project management/billing. If you want solutions for these aspects, you need to get multiple applications/extensions and this means high ... more

Contact Management

Dec. 27, 2010

David Morisseau and 5 other people answered this question

Affordable & scalable Web/SaaS based ERP for 2 Year Old Start-Up in Engineering Segment?

Having your projects centered around other company information would be quite useful in your situation.
The problem with having multiple separate applications for each aspect of management is these applications tend to lack integration capabilities and this means a lot of wasted time on top of ... more

Business Finance

Dec. 27, 2010

David Morisseau and 2 other people answered this question

What requirements should I explore before buying a new CRM?

This depends on your company, although here's a heads up:
If you're like most companies, you're going to start with CRM then move on to start using other applications for other aspects of business management, and ultimately you will have multiple applications, high monthly fees, and ... more

Customer Service

Customer Experience

Dec. 27, 2010

David Morisseau and 5 other people answered this question

What is the best simple, streamlined project management software?

How much emphasis on collaboration do you need?
Want something that combines project management with CRM, expenses, and support, but allows users to collaborate on all of these aspects as well? WORKetc can save users a ton of time by centralizing every aspect of managing a ... more

Information Technology

Collaboration Tools

Management Software

Dec. 27, 2010

David Morisseau and 2 other people answered this question

Is there a comparison of crm programs

http://www.worketc.com/compare does a feature by feature comparison across multiple CRM programs.

General Management

Information Technology

Cloud Computing

Dec. 27, 2010

David Morisseau and 4 other people answered this question

How do ERP and CRM systems compliment each other?

It really depends on how you go about it; which systems you choose, how you try and integrate them, if they're integration friendly, etc.
That being said, a great example of what you're talking about can be seen with WORKetc. This application combines CRM, Project ... more

Dec. 20, 2010

David Morisseau and 2 other people answered this question

How well will ERP software help me prioritize my business needs?

If you can get the right tool (think ''small business ERP") then you will be able to understand your business better.
WORKetc is considered a small business ERP solution, and can help you by consolidating separate aspects of your business together to help you get ... more

Dec. 20, 2010

David Morisseau and 3 other people answered this question

Why would moving CRM to the cloud be beneficial for smaller businesses?

If you choose the right web based application, it's going to save you lots of money and time.
As a small business, you don't want to have to deal with hosting, hosting related issues, customization, etc. Small businesses also need something that makes collaboration easy, and ... more

Customer Service

Cloud Based Applications

Cloud-based CRM

Dec. 15, 2010

David Morisseau and 9 other people answered this question

What is the best project management tool for a tech startup?

You definitely need something that's going to give you room to grow. Many applications that focus on one area of business management (I.E. just CRM or just PM) result in startups realizing they need more applications, so they have to deal with multiple separate apps ... more

Information Technology

Management Software

Project Management

Dec. 15, 2010

David Morisseau and 5 other people answered this question

What are the best cloud-based CRM programs for virtual companies?

WORKetc takes pride in being a good program for virtual companies, as it's development team/staff are all spread across different continents as well.
WORKetc is essentially a business management program for small businesses that combines tools from CRM, PM, billing, and support to allow users ... more

Customer Service

Cloud Based Applications

Dec. 3, 2010

David Morisseau and 2 other people answered this question

What are the best online project management products?

Are you running a small business?
I ask because an integrated solution may be a better idea. Instead of going with only one type of application and then having to integrate, you could get a more centered solution that can manage all your business processes. If ... more

Information Technology

Management Software

Online Applications

Dec. 3, 2010

David Morisseau and 1 other person answered this question

What are some examples of collaboration products?

Collaboration projects should allow business wide collaboration on as many aspects of work as possible. Some only offer it on one aspect, say just contact organization. Others bring collaboration to projects, contacts, leads, and more.
If you look at WORKetc, it combines CRM, PM, and ... more

Information Technology

Collaboration Services

Nov. 8, 2010

David Morisseau answered this question

What are some new technologies in the collaboration field?

Many new products are coming out on what seems like a weekly basis that emphasize collaboration and communication.
If you look at WORKetc, this software combines CRM, PM, and billing into one application - making it capable of managing your entire business. What's more; it brings ... more

Information Technology

Collaboration Services

Nov. 1, 2010

David Morisseau and 7 other people answered this question

What are some benefits to choosing a web-based CRM?

The pros of SaaS definitely outweigh the cons.
Keep all information in the hands of the company and keep it secure. Avoid upgrading issues, hosting issues, and anything else related to managing it on your own. Enjoy the perks of accessing it from anywhere, and ... more

Customer Service

Information Technology

Oct. 18, 2010

David Morisseau answered this question

How can you use CRM to manage different distributor channels?

Sara, what you're describing is one of the main reasons why people use CRM software.
By using a type of software you can help organize these separate channels and contacts and help save a heck of a lot of time. As a small business, you should ... more

Information Technology

Channel Management

Oct. 18, 2010

David Morisseau and 2 other people answered this question

What are the "standard features" that any CRM software should have?

There's something important to understand with CRM,
Every type of software is trying to make itself unique and specific, or cater to a sub-niche within CRM. Intentionally they're trying to make these software dynamic and change what the ''industry standard'' really is. Every company will have ... more

Customer Service

Oct. 14, 2010

David Morisseau and 3 other people answered this question

Should I invest my sales budget in a CRM tool?

As your company grows, getting a form of business management software is quickly going to rise to the top of your priority list. You definitely want to start looking into something that fits your company, while giving you room to grow.
There's lots of software out ... more

Information Technology

Oct. 11, 2010

David Morisseau and 3 other people answered this question

What is a low cost CRM Software for a network of 20 people?

As a small business, I'd say it's a wise idea to find software that specifically caters to small businesses (as well as the other dynamic features of your company).
If you're looking to manage customers for your small business, how do you manage operations like ... more

Customer Service

Information Technology

Oct. 11, 2010

David Morisseau and 5 other people answered this question

Good CRM/Contact Management software?

You need to plan ahead when looking for software like this.
Your requested features are pretty standard, but there's a slight mix of project management features in there as well - with a hint of automation desire. Finding a proper CRM system can be hard simply ... more

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