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Good sales tracking system?
I'm looking for a good sales tracking system for my small business. I'd like if it could integrate into Outlook, and obviously, the most cost-effective the better. Do you have any recommendations? What sales tracking system do you use?
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6 Answers
Arthur - I implemented Sugar CRM for our small sales organization. We have 5 users and it provides me with Campaigns, Target Lists, Leads, Opportunities, Forecasts as well as the ability to generate reports and queries. Available in on-premise or cloud configurations. I compared it to Salesforce.com and a few others and found that Sugar CRM was the best fit for the dollar spent. We sell SAP software so I need a good tool to manage and analyze our sales cycles.
Regards,
Neil Swanson
VP Sales
Achieve IT Solutions
Great feedback, Neil. I have heard of both companies and I appreciate your thoughts when comparing the two. Sometimes the top dog isn't always the best bang for your buck. Thanks for your feedback.
Hey Arthur,
I also recommend FreeCRM: http://www.freecrm.com/
It's a good start up for a smaller company.
- JS
We also use SugarCRM Community (free) edition. We have it installed on our servers to avoid any fees associated with storing documents associated with clients (proposals, invoices, RFPs, SOWs, etc.) I really love that you can easily personalize fields, layouts, drop down lists any which way. What I don't love is the clunky interface and the fact that if someone wants to add a tag (or drop down item) they have to wait for the admin to add it in - there's no editing on the fly. Maybe there is in the newest paid editions?
If we didn't need to be so cost sensitive around storage, I would LOVE to go with a hosted solution, something like CapsuleCRM, much more intuitive with tagging on the fly, etc.
You can check at http://www.borneosoft.com. It has contact, calendar, task, sales (lead, opportunity, and account). And quotation can be generated automatically from the products that you add to the opportunity. It also support volume based pricing as well as various price scheme (markup, discount, etc.). It supports customizable lookup (drop down list) and charting.
If you also need some other productivity tools, it also comes with email, leave applications, blogs and public folder.
Free Edition is for 2 users. It's fully functional and no time limit.
I also believe that Google has some business suites for a good price that helps integrate e-mail, utilize CRM services, buzz = instant file sharing/conversation, and it has a LOT of capacity - just like Gmail.
http://www.google.com/services/
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