I am a representative of a company that is looking for a CRM solution. We are a small software company that also offers consulting practices in the hospitality and commercial real estate industries. I am looking for a CRM solution that is designed for smaller companies that would fit the following requirements:
-Contact Management that matches our unique client base (i.e. large corporate clients with portfolios of smaller clients, all of whom are linked together in the database). The sales cycle averages 1 year, so we will also need a follow-up and scheduling functionality in relation to tasks for the contact.
-Modular security for users
-Integration capability with Goldmine version 3.20.71012 (we currently use this software for contact management in conjunction with MS Outlook). I am not sure of the database format used for this application, but it is a must that we migrate the data from Goldmine.
-Integration with current mail merge documents constructed in Microsoft Word
-Reporting that tracks sales, forecasting revenues, and provides the development team with consolidated information about the most popular customer issues compiled from the helpdesk
-Direct mail functionalities via e-mail, fax, and form letters
-Remote access capability via the Web
-Flexibility in the user interface to accomodate user-defined fields
-Capability to track profitability and solvency (i.e. bill aging) for each of our clients
-Capability to track consulting fees for each individual client (i.e. amount of hours spent for each client) and perhaps generate invoices as well
After a peripheral examination, I have started to compile a list of alternatives:
-The new Microsoft CRM, set to be released in December
-Goldmine Front Office
-Everest by Lynk Software
I am looking to feedback on the feasibility of my requirements as well as a recommendations of vendors.