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What CRM system are you using? RRS feed

  • General discussion

  • Hi everyone,

    I am done using excel and outlook to do our own half baked version of CRM and, really failing our customers. We have 20000+ customers to manage and we are not able do a good enough job. We sell heavy equipments. So, we need to stay relevant to our customers without being annoying. So they remember to use us when the right job comes.  

    I have never used CRM so I dont really know what I dont know. But I am thinking of getting a customer relation management solution suggested by one of my friends. So, I’d like to get some insights and suggestions on the brand and the other customer relation management solution based on your experiences. I’d like explore my options before moving forward. 

    My goals include: 

    • Integrations with other tools such as Zapier (Handwrytten, etc) 
    • Quote Generation- we get lots of part orders 
    • Customer Management -we talk to our customer on our own. Seeing who is doing what with who would be amazing.
    • Automation - Anything that works so that our small company doesnt have to remember small things.  

    I would appreciate any advice you could give me. 

    Thanks in advance 

    Friday, November 6, 2020 4:51 PM