What is a good CRM system for a small to medium-size consulting firm?
Answers
Be more focused on your needs and the needs of the users of the CRM. I worked with a company that paid a tremendous amount for a SalesForce system. The company also populated the system with prospects from an outside vendor. But the
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I'll echo Regis' statement.
Needs Assessment. User Interaction. Vendor Assessment and with many of these Cloud based CRM systems, trial periods.
Make sure you hare a representative user group in the decision making algorithm!
There are some very solid low cost entrants in the SaaS space, some with very handy hooks into Google Apps et al. I like Zoho CRM. myERP has a lot of important basic functionality but comes bundled with some pretty dumbed down G/L functionality.
Depends upon your integration and flexibility needs, but 37Signals/Highrise is a simple low cost solution for a small business. You can even bcc an email address so the data feeds into the CRM.
There are many tips for choosing a CRM software like your business size - it's learning curve - reporting features - total price - free trial or Demo - it's 3rd party integrations; you can read more about that here: https://www.reviano.com/blog/choose-the-right-crm-software-for-your-business.html
However you can try HubSpot 's CRM, it offers the following: Free versions, you can get extra features as marketing and sales hubs - unlimited data storage - unlimited contact storage - sales lead filter - excellent pipeline management. Finally; you can go through the top 10 CRM Software for Small business; https://www.reviano.com/blog/crm-software-for-small-business.html
Hope i could help.
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