I am currently looking to get a CRM software package for my sales reps. I used ACT years ago. I know that there are a lot of different solutions out there, but I am curious about what people like or don't like about them.
Thanks,
Bo
I am currently looking to get a CRM software package for my sales reps. I used ACT years ago. I know that there are a lot of different solutions out there, but I am curious about what people like or don't like about them.
Thanks,
Bo
Replies sorted oldest to newest
I recently went through a CRM investigation for myself and a couple of other reps in the office. I looked at 4 different options and here were my findings:
Close.io (www.close.io)
Pros - Very good CRM for productivity. You can send emails and make phone calls from inside the CRM, and it's easy and very fast to log your activities. All of your activities, contacts and account information is listed in one screen.
Cons - No mobile app. Price tag is too high at $65 per month.
Salesforce
Pros - Customization is huge. You can configure your CRM to do anything you want, such as automatically create an alert when a lease is 12 months away from expiration or flag an account that has had no activity logged in the past 7 days.
Cons - Expensive. $65 per month to start and it continues to go up. Very, very complicated. I found Salesforce to be anything but user friendly. There's a large focus on analytics and management instead of organization.
Insightly - Paid Version
Pros - Very easy to use, very easy to customize and configure. It's simple to manage your tasks and opportunities. You can also send emails directly from Insightly and also send out Mass Emails (up to 500 per month). It's only $15 per month.
Cons - Logging your activities is not as simple as Close.io. It can be a little tedious adding notes and flipping between tabs. The paid version only extends your record limit and allows you to send emails from Insightly with a custom signature.
Insightly - Free Version
Pros - This is what I've been using for 2 years and will continue to do so. It's free, it's simple, and it works. I run my entire territory using this CRM.
Cons - Same as above.
My recommendation is to try multiple CRM's and see what you think. At the end of the day, Insightly works for me because it's easy to use, easy to configure and it's free.
Czech,
Thanks so much for the information.
We used Compass Sherpa. We also used to use ACT for several years. We looked at Sales Chain, Sales Force, and Sherpa. In the end I felt like Sherpa was the most robust and did what we wanted. I did not get good reference feedback from Sales Chain users. We have had Sherpa for several years and love it.
We use insightly as well. One of the advantages we felt was due to unsightly's tight integration with google / gmail (our email is hosted by google).
Access to this requires a premium membership.
A Premium Membership can carry you to the top of the sales ladder!
Premium Membership Includes:
Follow the link on the forums to get your Premium Membership. If you're interested in a lifetime membership please send me an email arthurkpost@gmail.com and we'll send you a pay pal invoice of $399 of a LIFETIME Print4Pay Hotel membership.