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CRM for Small Business
Greetings from a databasejournal.com forum newbie,
We are a small business looking for advice on which CRM system to use. Our ideal system would have the following:
* Capacity for 7 - 15 users and 10,000 - 100,000 contacts
* Security // access control, change tracking, and user permissions for particular entries, not super-easy to delete records
* Custom fields with notes/easy to add new fields
* Dynamic updates // server, clients (phones, tablets, laptops, desktops, etc) update automatically in realtime or as frequently as possible
* Sub-fields for certain record-types
* Filter & query & report // easy to view data and/or generate mailing lists based on multiple parameters, and manually remove records from the filter
* Export data for mailings // easy to print usable labels or export e-mailing lists from filter; save templates and styles
* Easy importing of data from external sources
* Contains follow-up queue where one user can send a message or add a contact to another user's queue for follow-up
* Works well with MS Exchange/Outlook
* Upgradable and transferable if we move our Exchange server
Has anyone with similar business needs found a good CRM solution? We would also be open to working with a reputable consultant for an hour to help with our selection process.
Thank you very much.
Robin
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MS Dynamics might be a good tool to use...
Not sure if you've made any progress so here goes. Microsoft Dynamics is a good tool to use if connecting to MS Exchange is required -- it will be fairly seamless; both being Microsoft products.
In my limited exposure as a consultant I've known MS dynamics to be capable of delivering for most small to medium sized companies.
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