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Thread: CRM for Small Business

  1. #1
    Join Date
    Nov 2014
    Posts
    1

    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

  2. #2
    Join Date
    May 2015
    Location
    Texas! Duh!
    Posts
    1

    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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