C
Hi,
I'm currently trying to get my company up to scratch to become certified (ISO 9001) using a wiki-based system.
However, we currently have no 'proper' way of tracking customer contact or following up leads. For example, we follow up leads by jotting it down on a piece of paper and if we remember to call, excellent! If we don't, 'oh dear'.
Clearly it's extremely flawed and needs work. Rather than just using a spreadsheet database we think using a CRM would be an excellent resource -- it tidies everything up into one organised place and also provides us with some useful data rather than us needing to calculate it ourselves. Are there any specific considerations we need to watch out for with CRMs? I.e., what they do versus what they don't do?
I've had a bit of a look and found a few different CRMs but we are a small company and expense is an issue. Does anyone use any particular CRMs because they help them achieve ISO 9001?
The CRMs I've looked at so far are Vtiger and CRMery which are the cheaper alternatives (free and a once-off fee respectively). I've also looked at the leading CRMs of 'Salesforce', 'SugarCRM' and Microsoft's CRM. They're all subscription based and frightfully expensive though -- for that price we could have done it all ourselves manually!
The software guys would love something that works with Drupal, but my manager and I would just like to get something to keep track of the leads and opportunities at this stage -- we have so many and they aren't being followed up!
Thanks,
Avril
I'm currently trying to get my company up to scratch to become certified (ISO 9001) using a wiki-based system.
However, we currently have no 'proper' way of tracking customer contact or following up leads. For example, we follow up leads by jotting it down on a piece of paper and if we remember to call, excellent! If we don't, 'oh dear'.
Clearly it's extremely flawed and needs work. Rather than just using a spreadsheet database we think using a CRM would be an excellent resource -- it tidies everything up into one organised place and also provides us with some useful data rather than us needing to calculate it ourselves. Are there any specific considerations we need to watch out for with CRMs? I.e., what they do versus what they don't do?
I've had a bit of a look and found a few different CRMs but we are a small company and expense is an issue. Does anyone use any particular CRMs because they help them achieve ISO 9001?
The CRMs I've looked at so far are Vtiger and CRMery which are the cheaper alternatives (free and a once-off fee respectively). I've also looked at the leading CRMs of 'Salesforce', 'SugarCRM' and Microsoft's CRM. They're all subscription based and frightfully expensive though -- for that price we could have done it all ourselves manually!
The software guys would love something that works with Drupal, but my manager and I would just like to get something to keep track of the leads and opportunities at this stage -- we have so many and they aren't being followed up!
Thanks,
Avril