Author Topic: CRM Suggestions?  (Read 625 times)

Offline aygart

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Re: CRM Suggestions?
« Reply #15 on: July 12, 2017, 12:15:32 PM »
As someone who uses their system, I'll say that it is a pretty big advantage.
Which CRM do you use and what do you connect it to?
You have the right to remain silent. Anything you say can and will be used to start a religious discussion.

Offline etech0

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Re: CRM Suggestions?
« Reply #16 on: July 12, 2017, 12:34:30 PM »
Which CRM do you use and what do you connect it to?
Salesforce. Google sheets, email parser, google calendar, email.
Workflowy. You won't know what you're missing until you try it.

Offline stooges44

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Re: CRM Suggestions?
« Reply #17 on: July 12, 2017, 12:40:42 PM »
Salesforce. Google sheets, email parser, google calendar, email.

I have a call with salesforce later today

Offline etech0

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Re: CRM Suggestions?
« Reply #18 on: July 12, 2017, 12:41:32 PM »
I have a call with salesforce later today
Cool! FWIW if you happen to be a nonprofit, you can get 10 licenses for free.
Workflowy. You won't know what you're missing until you try it.

Offline stooges44

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Re: CRM Suggestions?
« Reply #19 on: July 12, 2017, 12:47:51 PM »
Cool! FWIW if you happen to be a nonprofit, you can get 10 licenses for free.

Nope, not a nonprofit

Offline etech0

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Re: CRM Suggestions?
« Reply #20 on: July 12, 2017, 12:52:15 PM »
Workflowy. You won't know what you're missing until you try it.

Online Ergel

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Re: CRM Suggestions?
« Reply #21 on: July 12, 2017, 12:52:39 PM »
I hate Salesforce. It may do what you need, but I think it's outdated and poor functionality
Life isn't about checking the boxes. Nobody cares.

Offline etech0

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Re: CRM Suggestions?
« Reply #22 on: July 12, 2017, 12:54:07 PM »
I hate Salesforce. It may do what you need, but I think it's outdated and poor functionality
Have you seen Lightning Experience?
Workflowy. You won't know what you're missing until you try it.

Offline Alexsei

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Re: CRM Suggestions?
« Reply #23 on: September 10, 2017, 01:54:51 PM »
Any recommendations for an open-source CRM?
אם אתם בונים בית חבד בכל מקום אני מראה לכם בית חבד של ציון

Offline Yammer

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Re: CRM Suggestions?
« Reply #24 on: September 10, 2017, 02:15:33 PM »
Any recommendations for an open-source CRM?
Salesforce
Microsoft Dynamics

There are a million different ones. It would depend on what you need it for

Offline Alexsei

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Re: CRM Suggestions?
« Reply #25 on: September 10, 2017, 02:17:25 PM »


Salesforce

Is powered on open-source I wouldn't consider it open-source
אם אתם בונים בית חבד בכל מקום אני מראה לכם בית חבד של ציון

Offline etech0

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Re: CRM Suggestions?
« Reply #26 on: September 10, 2017, 02:20:47 PM »
Workflowy. You won't know what you're missing until you try it.