Perfect CRM. Part 2

After writing an article about the needs of salespeople in CRM, I began to more closely deal with this topic + to my surprise, I received many offers from habrakollegg to write such a system and sell it together, look at their ready-made CRM.

Let me remind you that my basic requirements were: online + convenience + low price

Who is interested in the topic of CRM in relation to small companies - my findings and thoughts on this matter.

So, what is CRM and who needs it and why. In fact, CRM is needed not only to the sales department, but also to all employees of the company who are involved in working with clients. In large companies (telecom, banks) these are big systems like Oracle Siebel, MS Dynamics CRM and other monsters. In such systems, in addition to automating operational work (making contacts, keeping records of negotiations, billing and initiating cases), there are many bells and whistles such as BI, marketing campaigns or collaboration.
')
In small companies, however, sales managers and other employees working with clients are most often needed:

1. Database of accounts (organizations) and contacts
2. The ability to quickly access it is better online
3. Conducting the history of negotiations
4. Reminders (like, do not forget to call the customer in 3 months)
5. Records of meetings, call records, in short, see the entire history of relationships

Under the cut are good options:

First we used BCM (Business Contact Manager) from MS .

Advantages:

• tied to an outlook, can bind all incoming and outgoing mail to an account

Disadvantages:

• could not use out of office
• when the outlook slows down, and it slows down often - BCM also slows down

Then I went to the SalesForce workshop and used their CRM for 30 days

Advantages:

• unrealistically fast, not in vain among their customers there are such as Citibank and other krupnyaki
• a lot of bells and whistles and the ability to write business processes

a small price for 1-3 people: 5 tanks per month, but if more, then the prices are completely different
online :)
very convenient client for iphone (well, very convenient) and top-level synchronization

Disadvantages:

• I could not agree with it when exporting the database from Excel - I did not want to accept the Cyrillic. Although I do not exclude that these are my glitches, but on the other hand in Zoho, it was 4-5 times faster and no jambs
• despite the elegant synchronization with iphone - synchronization with outluk on dvoechku with minus.

Then I was offered to work with qCRM (the guys read my article on Habré and wrote to me, which is nice)

Advantages:

• small functionality, almost 100% coincides with my requirements (there is nothing superfluous)
• really simple and convenient interface

Disadvantages:

• slows down

And finally, what I finally (for now) use is ZOHO CRM

Virtues

• FREE! (for three users, the most unpleasant of the demo restrictions is that there is no distribution of access rights between managers)
• online :)
• almost the same functionality as the famous salesforce
• running a little slower than SF, but this is quite enough for comfortable work
• There is no troubles with export-import at all - this is important, since you need to transfer all your old base to a new CRM (from Excel or Outluk)

Disadvantages:

• there is no normal mobile interface yet, but only today there is news in the blog that a mobile interface is ready for ZOHO-DOCs, and CRM is on the way :)