- Original Poster
- #1
I'm looking for CRM recommendations. We use QB, but not overly concerned about linking them together.
We are looking to start working on outbound lead generation for our own company use and will only be 1 or 2 staff, never growing beyond 4. Its likely that staff will be working from home. Call volumes aren't going to be 100+ per day as we are concentrating on researching and validating potential clients as part of the process rather than 'phone bashing'. Outside of recording customer details, conversations, calls made and follow up scheduling probably via outlook, not sure what else we would need.
I'm trying to avoid too large a service and spending lots of time setting up features we don't need, and in turn paying for them.
Any recommendations on what systems to look at?
We are looking to start working on outbound lead generation for our own company use and will only be 1 or 2 staff, never growing beyond 4. Its likely that staff will be working from home. Call volumes aren't going to be 100+ per day as we are concentrating on researching and validating potential clients as part of the process rather than 'phone bashing'. Outside of recording customer details, conversations, calls made and follow up scheduling probably via outlook, not sure what else we would need.
I'm trying to avoid too large a service and spending lots of time setting up features we don't need, and in turn paying for them.
Any recommendations on what systems to look at?
