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| Written by GreyHead |
| Friday, 17 October 2008 02:32 |
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Q: . . . a Customer Relations Management System may be what I want . . .? A: I looked at several of these for a client running a training company a year or so back - most of them were aimed at targeted selling, identifying leads and tracking them through a sales process. One of the systems I looked at was 37Signals HighRise. It wasn't good for him but worked fine for me and I've used it ever since. HighRise tracks clients, messages/notes, tasks and reminders - and not much else. It's simple and straightforward and very easy to use (unlike most of the other CRMs). I keep it open in a browser tab all the time and when I have a client call or message I type in a little note, or paste in a message and everything is there in one place. (You can also email messages to your HighRise account and it will add them to the right client page but I don't often do this unless I'm travelling.) Bob PS I recommended CiviCRM or SugarCRM to the client but the transition was too much and he decided to stay with his creaky old but adequate Access database. |
| Last Updated on Wednesday, 22 October 2008 17:40 |