LinkedIn Group Member
Member Since: 9th Feb 2010
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My discussion replies
31st Aug 2016
From LinkedIn Group user, Frédéric CANEVET:
Hi! There are quite different software : infusionsoft it more marketing than CRM, Zoho is less customizable, Salesforce is very high priced for the value... Gatner made a nice report about the - and + of the main CRM solutions https://www.gartner.com/doc/reprints?id=1-3EGHSW5&ct=160810&st=sb
18th Jul 2016
This comment posted on the MyCustomer LinkedIn group by member Ahmed Tayel.
In my opinion, the most exciting function of any CRM platform is leads management.
You will need to import the contacts, let your CRM do the right segmentation, kick off the email campaign and receive the LEADS.
Now you can measure every cent you spent on your contacts by qualifying those leads through the CRM platform and pass those leads to the sales funnels.
15th Jul 2016
This comment posted on the MyCustomer LinkedIn group by member Dom Nick.
Nice scenario. First, you choose the suitable CRM for your needs, then upload all contacts in that software. Use marketing tools to send an email, if customers interest to do business after adding them into contacts. We provide CRM software. It allows you to import bulk details, sales tracking and through our campaigns apps to send an email to many audiences.
For more product information : http://www.apptivo.com/
15th Jul 2016
This comment posted on the MyCustomer LinkedIn group by member Andreas Jaeger.
Hi Shabeer, frankly it would depend somewhat on CRM you are actually using. Our CRM Platform allows you to send emails directly from the Platform, as a marketing campaign, and will actually provide you stats on those emails (read/received/etc.). We found that it is more beneficial to have these contacts in the CRM, and use the application to sort those contacts to your specific needs. What this does for us is tailor all our outbound communications to exactly how we need the message to come across, AND should there be a response, it will come into the CRM directly and be filed under that specific contact; this way all information is on the CRM platform, and not spaced out between different apps (following one of our core principles of only one source of data truth). It not only makes things much easier for us, but also for our clients. Let me know if i can help out in any other way.
11th Aug 2015
I might be wrong, but I perceive the current market leaders to be either Salesforce or Microsoft Dynamics, as mentioned above. Both of them are rightly complex as they are both systems that are generic and yet highly customisable, Salesforce has a good off the shelf product that has a low time to implement depending on the complexity of the solution. Microsoft has the benefit of plugging into the existing Outlook infrastructure. The other good thing is that they both have extensive support communities behind them which means finding a development partner should not be too difficult. It would be interesting to know how you get on with the selection process.
5th Aug 2015
Check out Less Annoying CRM! It's a really simple, easy to use CRM made for small businesses (and it's only $10/user/month). We work with many franchises, so it sounds like we might be right up your alley. https://www.lessannoyingcrm.com/
3rd Aug 2015
If your clients have fairly large sales teams, complex products or both, have a look at Oracle Sales Cloud, which has a strong analytics tool built in.
If your clients are looking for a solution to cover sales, service and marketing, Oracle Service Cloud (aka Right Now CX) is absolutely fantastic, as it has a powerful and dynamic knowledge base and outreach and feedback tools and gives a really nice 360-degree customer view across all communications channels (social media, phone, mobile etc.).
For pure analytics, Qlikview is a powerful tool which is simple to use across a business.
31st Jul 2015
I've been the "victim" of having to use CRM systems since about 1990. Thankfully, they've come on a bit since then, but you know, I wouldn't look at the "CRM" part of any solution. Front end usability is key for the ultimate end users, sure, but the biggest influence on ROI is the reporting and analytic components. Storing information is easy; working out what it means isn't, and this is where management and executives need simple, flexible and visual tools.
Salesforce.com has a simple and intuitive front end. But you need a PhD (which I notice you DO have!) to create meaningful reports and dashboards.
Microsoft Dynamics isn't much different. But reporting is basic to say the least.
Really Simple Systems has a good, cost-effective solution.
There are many others, but they're all much of a muchness. I suspect that MS-Excel is the most commonly used CRM tool in reality. Even with massive powerhouse CRM systems "in the cloud", we all still extract data and put it in Excel, reformat it and print.
So, find a strong analytics engine to sit on top. We use our own product - Kofax Insight Analytics. Honestly, it's brilliant from an exec point of view. Again, there are plenty of these tools out there, but that's where my focus would be.
15th Apr 2015
This response is from the MyCustomer LinkedIn group.
Interesting dilemma, but it's not about right or wrong, my camp or your camp; although I feel whoever has the budget will likely have the final say, and sometimes it might be better to get in their camp, and then try to influence along the way.
I wouldn't say that this member's view of CRM is wrong. CRM became fixated on technology, and forgot about the customer management bit. However, I do feel that many of the questions the member raises are more philosophical in nature, and as a result could very easily derail the need to get something up and running. For example, the discussion around ownership itself could be ongoing, all the while your customer is left hanging on the phone waiting for an answer.
I wouldn't ignore the questions, but perhaps go through them again and try to understand what are the ones that have a bearing on getting your CRM 'up and running' and which are the ones that potentially can only be answered as you gain more experience as an organisation. I feel that not all the questions you raise have a direct bearing on getting a CRM system in place.
There is no harm in providing an alternative view, or trying to be the voice of reason, but it's a balance. Also think about which of the questions you raise you have any real control over. Perhaps focus on those ones you have influence over, and then over time address the others as they are raised. Good luck.
14th Apr 2015
This response is from the MyCustomer LinkedIn group.
This community member's mistake is that he does not get 'CRM stategy'. What CRM stands for in organisations is technology (ITsystems). Therefore his colleagues are thinking about which systems should be implemented and in what sequence. Which processes should be automated. And who should use which system. And maybe even how to glue these systems so that they eventually provide SCV. Whilst his questions are valid they are not valid in his organisation. Hence is isolation and discomfort.