Owners of SMEs who use CRM and Project Management software
Discussion
In light of the recent topics regarding both CRM packages and project management software, I'm curious as to whether, as an owner of an SME, you feel a CRM/PM system would be better suited to your company if it was specific to your industry?
I'm also interested in anyone who has looked for a system to span across multiple job roles (sales, projects, accounts, etc). There has been some talk on the Salesforce topic about the fact that SF is no longer just a CRM tool but has a multitude of features - however you need to be able to access costly developers to set it all up for you - plus the cost of subscribing to those features.
Systems like Podio can do CRM, Projects amongst other stuff and I'd like to hear from anyone who has been able to use an industry agnostic system for their specific industry - or whether it was just too complicated to set up, or maybe there were very specific features you required that it couldn't provide.
I'm also interested in anyone who has looked for a system to span across multiple job roles (sales, projects, accounts, etc). There has been some talk on the Salesforce topic about the fact that SF is no longer just a CRM tool but has a multitude of features - however you need to be able to access costly developers to set it all up for you - plus the cost of subscribing to those features.
Systems like Podio can do CRM, Projects amongst other stuff and I'd like to hear from anyone who has been able to use an industry agnostic system for their specific industry - or whether it was just too complicated to set up, or maybe there were very specific features you required that it couldn't provide.
I use Podio.
Work comes in via website, email or phone. First 2 get added electronically - automatic emails and workflow follow through. Need to integrate invoicing which is on the cards and doable. I find it integrates very well, and the few clients who get access to their own part like it.
I think it's about £4 a month per user.
Work comes in via website, email or phone. First 2 get added electronically - automatic emails and workflow follow through. Need to integrate invoicing which is on the cards and doable. I find it integrates very well, and the few clients who get access to their own part like it.
I think it's about £4 a month per user.
One word 'Salesforce' Will handle it all! With development that is as every business has it's own requirements.
We manage our Sales, service, marketing, HR, finance and billing. Complete end to end however it does require investment! If you need any help feel free to give me a shout.
We manage our Sales, service, marketing, HR, finance and billing. Complete end to end however it does require investment! If you need any help feel free to give me a shout.
Edited by juggers on Thursday 15th January 18:02
I'm more looking at opportunities rather than needing a system myself.
The problem I see is that quite often SMEs either:
1) Don't have the resources to implement a Salesforce type solution across many departments/disciplines in their business.
or
2) Have to use more generalised systems like Basecamp, Podio, etc which don't help them if they require certain functionalities that are specific to their industry.
There is also the consideration that, if an SME doesn't use a complete solution like Zoho or Podio they then have the additional overhead of getting multiple, disparate systems to work together - another step that many non-technical companies want to have to deal with.
SMEs that can afford to implement a SaleForce type solution aren't in my target market at the moment.
So I'm curious as to whether there are companies within industries that could benefit from a complete solution that is tailored specifically to their industry?
The problem I see is that quite often SMEs either:
1) Don't have the resources to implement a Salesforce type solution across many departments/disciplines in their business.
or
2) Have to use more generalised systems like Basecamp, Podio, etc which don't help them if they require certain functionalities that are specific to their industry.
There is also the consideration that, if an SME doesn't use a complete solution like Zoho or Podio they then have the additional overhead of getting multiple, disparate systems to work together - another step that many non-technical companies want to have to deal with.
SMEs that can afford to implement a SaleForce type solution aren't in my target market at the moment.
So I'm curious as to whether there are companies within industries that could benefit from a complete solution that is tailored specifically to their industry?
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