CRM software

Just wondering what experience people have with CRM software and, in particular, how important it is to integrate the whole customer life cycle.

I have found some great sales focused web applications but they then seem to deal quite poorly with the challenges of managing clients after the deal is done.

Salesforce is overkill but the range of options below that are overwhelming.

I have been using Pipedrive but just moved away from it for these reasons. Possibly thinking about Batchbook, but would welcome other people's thoughts.

In case you're interested I put my thoughts on a year with Pipedrive in this review on my blog: http://business-beginnings.org/pipedrive-review-sales-pipeline-focused-crm-web-application/
 

garyk

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Jun 14, 2006
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The problem with most CRMs is they do not and cannot deal with the life cycle. They are all geared towards prospecting and quotes. As soon as you need turn a suspect or prospect into a customer then you cant invoice them so you need an accounts package and nearly even the so called 'integrated' solutions have no visibility once you have a customer thats been invoiced.

Gary
 
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Mitchell

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Feb 2, 2012
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MS Dynamics CRM

Does it all - especially lifecycle. It even links email I send directly into it related to the account.

Call a company which does design and implementation, and get a quote for putting something together for you.

Probably looking at between £10K - £50K depending on complexity of your needs, and whether you need any ISO rubber stamping for data integrity/storage/website implementation and/or any integration required for your accountancy/Sage/SAP stuffs.

You get all that hooked up, and you push a button and someone gets an email with a quote. It's very impressive.

M
 
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michaelallen

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May 18, 2011
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It's important to manage the entire customer lifecycle for all aspects of business; records, financial, support, and for the sake of the relationship itself.

Many businesses go about this by trying to manage the client lifecycle through multiple apps; they'll manage the lead using CRM software, then when it's a secured client, they transfer data and collaborate on projects using PM software, track time using an additional app, bill the client using a different app, and continue to do this for other business processes.

This can be detrimental to a business' efficiency and bank account. Why not incorporate the entire process into one central system? WORKetc is a great example of this - combining CRM, project management, time tracking, billing, support, email marketing, and other tools into one system that allows you to track the entire lifecycle of your clients - from beginning to end - under one app that you can run extensive reports from as well.

Everything you do with a client is recorded on that client's profile - all email correspondence, items you've worked on related to the client (i.e. leads, tasks, projects, timesheets), comments, files, etc. So - it takes little more than a glance at a contact's profile to be immediately informed on all aspects of that relationship.

I'd recommend looking into a tool like WORKetc before spreading your data and business processes through multiple apps, which could ultimately harm your business!
 
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I work for a company that have a number of CRM options, including one programmed by the company itself and I personally know a number of industry experts. Unfortunately, I am not one of them and my knowledge is limited.

I do however use a combination of Microsoft CRM linked into Outlook and Sharepoint on a daily basis and could very happily recommend the CRM side and everything is nicely integrated to do the whole cycle throughout the company, but being an IT company you would expect it to be pretty good for your own needs!
 
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amac

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Dec 31, 2011
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MS Dynamics CRM

Does it all - especially lifecycle. It even links email I send directly into it related to the account.

Call a company which does design and implementation, and get a quote for putting something together for you.

Probably looking at between £10K - £50K depending on complexity of your needs, and whether you need any ISO rubber stamping for data integrity/storage/website implementation and/or any integration required for your accountancy/Sage/SAP stuffs.

You get all that hooked up, and you push a button and someone gets an email with a quote. It's very impressive.

M

I think you've summed up CRM well - i.e it's really effective when used correctly but it can be expensive for SMB's in particular.
 
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webgeek

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Though not always used correctly, an ERP suite would be much more what I'd think of for end-to-end management.

If you're in the business of training, educating or similar, I'd say the administrate.co platform does anything and everything better than any CRM for trainers.

Sometimes trying to find an industry specific CRM will reveal something adapted to client needs much better. Otherwise, perhaps an ERP suite.
 
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webgeek

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Sorry to disagree garyk, but ERP's do not exclude CRM functions. In fact many of them are CRM's on steroids, with added modules to beef up the offering. In my post, administrate.co meets that definition (though just for training companies) by having CRM, Accounts, Events, Project Management, Document Management, etc, etc.

Not all ERP suites are SAP, epicore, or the like. They don't all need a dedicated IT gurus and server farms to run and don't require the sale of all our newborn children to afford.

SME's regularly use ERP systems such as:
- WebERP
- HeliumV
- OpenERP
- Opentaps
(and any of the free/open source ERP software available)

Again, I'd probably be looking at an industry specific CRM instead of an ERP suite simply because there's more choice in the market and better features developed around core business functions. But your mileage may vary.
 
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There are several options here:

http://www.appappeal.com/apps/crm/

Hanging your hat on one CRM can be a bit scary. It depends on how big your business is now and/or expected to become.

My experience (NB for smaller companies) is that most CRM systems are overkill and the time you spend entering information could be better spent on good old-fashioned personal human contact.

Google apps might be an option. Gmail integrated with Google contacts has many features which approach CRM. It's unorthodox and not necessarily appropriate for larger businesses. But definitely not overkill.

You'll know the one that has the best fit when you see it I guess.
 
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I had a look at administrate.co... hoping to find something bespoke as we're a training company. Stopped looking when I saw the prices. Goooood grief! Let's face it, anything which is so complicated it takes £1500-worth of setting up is, well....erm....
 
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Zumanji

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Apr 24, 2012
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CapsuleCRM is the BEST solution we have ever found, and I'm sure it would do everything you're after. It integrates with Kashflow, Mailchimp and a load of other services too.

Made and maintained by a British company. We run it across three companies and it's amazing.

Search google for it, or capsule CRM dot com :)

Enjoy! It's free for 2 users!!
 
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LTB005

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May 16, 2012
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Cambridgeshire
Totally agree with Zumnaji, Capsule CRM is by far the best CRM system I have used (i have used a fair few in my time) and I operate between both Zoho and Capsule and Capusle is a very smooth slick system and far better in my opinion than Zoho, and it's very user friendly. As mentioned free for upto two users.
 
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webgeek

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I had a look at administrate.co... hoping to find something bespoke as we're a training company. Stopped looking when I saw the prices. Goooood grief! Let's face it, anything which is so complicated it takes £1500-worth of setting up is, well....erm....

Yeah, that install cost can provoke some resistance I'm sure.

When you are looking at software that does event scheduling and management, ecommerce for registrations, delegate management, project and document management, full accounts package, CRM, etc, etc, etc - it's a bit more than a simple Sugar or Zoho ;)

However, having used the software for several years personally, I can tell you that once you use a system like that, which integrates everything together seamlessly, you'd never want to consider running your business any other way.

There's a good reason they're signing up customers at a crazy pace - the software is amazing.
 
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We're in the process of developing a new CRM at the moment, so if anyone wants to share a wishlist of features they'd like to see in a CRM, feel free to share them here and we'll consider adding them.

One thing we've found is the off the shelf solutions are just a bit too generic, and rarely fit the way anyone works. Our intention is to offer our system as a base product that we can then customise and tweak to meet each businesses needs. This should end up being a lot cheaper than a fully bespoke solution.
 
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Lion King

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Oct 13, 2022
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Gibraltar
Just wondering what experience people have with CRM software and, in particular, how important it is to integrate the whole customer life cycle.

I have found some great sales focused web applications but they then seem to deal quite poorly with the challenges of managing clients after the deal is done.

Salesforce is overkill but the range of options below that are overwhelming.

I have been using Pipedrive but just moved away from it for these reasons. Possibly thinking about Batchbook, but would welcome other people's thoughts.

In case you're interested I put my thoughts on a year with Pipedrive in this review on my blog:
SuiteCRM which is a fork (the old SugarCE e.g. community edition), is a great, free open source and one of the largest on the market.

I'm using it myself and its great for my company. You can read shorter review here:
shorturl. gg/ suitecrm

(Note: Not sure why I am not able to post the link directly New user block/limitation @Admin? I even had to remove the link in the quoted OP's post)

It has a plugin system too so you can add additional functionality to it. I'll like it also not only because its free but because you are free to customize it as it fits your need as a company which gives you flexibility which isn't always the case with the proprietary systems like Hubspot, Salesforce and SugarCRM for example.
So that is my cents.
 
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Lion King

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Oct 13, 2022
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Gibraltar
We're in the process of developing a new CRM at the moment, so if anyone wants to share a wishlist of features they'd like to see in a CRM, feel free to share them here and we'll consider adding them.

One thing we've found is the off the shelf solutions are just a bit too generic, and rarely fit the way anyone works. Our intention is to offer our system as a base product that we can then customise and tweak to meet each businesses needs. This should end up being a lot cheaper than a fully bespoke solution.
Why?
There is already thousands of CRM's out there. Why would anyone need yet another one?
Not attempting to neg you out, but why reinvent the wheel? ?
 
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Why?
There is already thousands of CRM's out there. Why would anyone need yet another one?
Not attempting to neg you out, but why reinvent the wheel? ?
Well, first of all, read the comments in this thread - many complaints about how the current offerings don't do what people need, or are overkill.

Then read the second part of my post:

One thing we've found is the off the shelf solutions are just a bit too generic, and rarely fit the way anyone works. Our intention is to offer our system as a base product that we can then customise and tweak to meet each businesses needs. This should end up being a lot cheaper than a fully bespoke solution.

Our plan is to address the issues everyone is mentioning above - a nice simple CRM that is customised to meet each customers needs - and by customised i dont just mean changing the colours !
 
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There are many systems that do that too.
And there are many web design companies out there. Yet people start new ones every day.

It's a massive marketplace, and even if you pick up a small percentage of it, you'll make money.

We've already been approached by two companies looking for custom CRM software without even advertising that we have a base product we can use as a starting block, so there's clearly a market out there for such a thing.
 
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Thankyou. As I mentioned, the intention isn't really to launch a SaaS platform similar to HubSpot/Salesforce etc, but instead develop a base system that we can then build upon for each client, although we might launch an SaaS too for anyone that wants it or as an introductory product to attract attention.

As a bespoke software development company, a lot of the enquiries we get are essentially CRM systems at heart but with a few unique features for that customers needs. By developing a base product, we can then cut development time and costs in half.. making it more appealing to a wider audience.

The other plan is to white label it - and offer it to lead generation companies/marketing agencies. What better than signing with a marketing company that offers you their own custom CRM? They then have access to your account so they can monitor your interactions and step in when necessary to help you convert the enquiries to customers. Especially lead generation companies - we've been pitched by a few of them, and most just send you through an excel spreadsheet of leads. For £1,000 a month!. Why not create a nice dashboard where clients can log in and see their leads, then interact with them as a CRM system.

I think by offering a slightly different approach we can carve out a decent size market for ourselves (200-500k a year... I'm not talking a Salesforce rival here). As I said, we've already had two project enquiries recently that we could use the base system to give us a head start on the project, and looking at government tenders, again there are a lot out that are essentially CRM systems at heart but with unique requirements that mean HubSpot/Salesforce aren't an option.
 
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Paul FilmMaker

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    Thankyou. As I mentioned, the intention isn't really to launch a SaaS platform similar to HubSpot/Salesforce etc, but instead develop a base system that we can then build upon for each client, although we might launch an SaaS too for anyone that wants it or as an introductory product to attract attention.

    As a bespoke software development company, a lot of the enquiries we get are essentially CRM systems at heart but with a few unique features for that customers needs. By developing a base product, we can then cut development time and costs in half.. making it more appealing to a wider audience.

    The other plan is to white label it - and offer it to lead generation companies/marketing agencies. What better than signing with a marketing company that offers you their own custom CRM? They then have access to your account so they can monitor your interactions and step in when necessary to help you convert the enquiries to customers. Especially lead generation companies - we've been pitched by a few of them, and most just send you through an excel spreadsheet of leads. For £1,000 a month!. Why not create a nice dashboard where clients can log in and see their leads, then interact with them as a CRM system.

    I think by offering a slightly different approach we can carve out a decent size market for ourselves (200-500k a year... I'm not talking a Salesforce rival here). As I said, we've already had two project enquiries recently that we could use the base system to give us a head start on the project, and looking at government tenders, again there are a lot out that are essentially CRM systems at heart but with unique requirements that mean HubSpot/Salesforce aren't an option.
    I worked for the world's biggest CRM vendors for 20 years including Siebel, Oracle CRM, Salesforce and now I own my own, video production business, my customer base includes CRM firms.

    I've seen this approach a zillion times and what you're describing is very much a Dynamics sales strategy.

    So when I worked at CRM companies, the primary drivers for midmarket CRM buyers are: Functionality, heavy niching down, the big idea or early engagement for bespoke solutions (Dynamics partners, essentially).

    E.g. I have one customer which entirely focuses their CRM sales on midmarket accountancy firms. So their off-the-shelf solution integrates with accountancy billings software which means they dominate this market.

    Or I have another CRM customer which focuses on midmarket manufacturing. So their off-the-shelf CRM solution integrates with manufacturing supply chain solutions. E.g. A salesperson can get a sale with a customer and the order has hit the factory in the Far East before the salesperson has left the building. So they sell a ton of CRM solutions ot midmarket manufacturers.

    At SFDC, the whole point was the big idea.

    Dynamics vendors are all early engagement bespoke systems.

    What I'm seeing is your proposition is more like a Dynamics prop. It's based on early engagement for bespoke customers wanting specific functionality they don't believe they'll get elsewhere (but in reality could do if they shopped around). I think it's a good idea. What I'd challenge is why you'd need to develop your own if you could use Dynamics as the primary development platform. It would give you the headstart, the functionality you need and MicroSoft's brand.

    Also, if you are trying to sell your own solution, you will need serious marketing expertise. CRM firms spend a ton of money and time on this and while my business is a happy beneficiary, this is something which will eat your time like nothing else you can believe.

    If you want to chat about it, just let me know. There are things I know about CRM which I learned over 20 years and will save you a ton of time. If you feel like it, just DM me and I'm happy to chat.
     
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