Dismiss Notice
Guest, I have a big favor to ask you. We've been working very hard to establish ourselves on social media. If you like/follow our pages it would be a HUGE help to us. SoSH on Facebook and Inside the Pylon Thanks! Nip

CRM/SFA for Smaller Companies

Discussion in 'BYTE ME: Technology discussion' started by EdRalphRomero, Nov 29, 2018.

  1. EdRalphRomero

    EdRalphRomero wooderson SoSH Member

    Messages:
    3,433
    I'm looking to move off of Microsoft Dynamic 365 and on to a new SFA/CRM service. In the past I have used a lot of the big ones (most recently Salesforce). We are a small to midsize company and I don't anticipate having more than 5-6 users for the next couple years. I'm looking for a good tool to help me manage the real basics, very rudimentary reporting. Basically, I am looking for the PlaySkool version of an SFA. I feel like every SFA I have ever used has had a billion features I have not used and much more complexity than is necessary for a simple team like ours. Oh and I don't want to spend a ton of money. If anyone is familiar with UpShot, I used them back in the day (18 years ago) and loved them until they got gobbled up and replaced by more complicated systems designed for bigger teams.

    I have been looking at Sugar, which looks fine if a bit complicated.

    Any suggestions for simple, user-friendly SFAs that are relatively inexpensive?
     
  2. j44thor

    j44thor Member SoSH Member

    Messages:
    8,332
    We have a small sales team at my current company and use Pipedrive.
    I personally haven't logged in for a while but the people that manage the pipeline/customers/prospects like it.

    It is very bare bones but might be worth checking out.
     
  3. EdRalphRomero

    EdRalphRomero wooderson SoSH Member

    Messages:
    3,433
    Thanks. Checking it out right now.
     
  4. Kenny F'ing Powers

    Kenny F'ing Powers posts 18% useful shit

    Messages:
    10,396
    SugarCRM sucks. Its built structurally similar to SFDC, but much clunkier. I suppose if the price point is your driving factor, Sugar is probably a better fit than SFDC, Oracle, Sage, etc, but the company kind of sucks.

    Dont forget, if you don't have the chops to set it up yourself, you'll have to pay a CRM partner to set it up for you. Costs a few hundred dollars per hour, usually.
     
  5. bohous

    bohous Member SoSH Member

    Messages:
    2,526
    Following.
    This is timely because we will be exploring CRM options in the spring/summer and have limited needs similar to Ed. We have been using ACT! for probably 20yrs and I'm torn because I know there are better solutions out there but I already know the workarounds for all of its shortcomings. The devil you know, and stuff.
     
  6. AMcGhie

    AMcGhie Set Adrift on Memory Bliss SoSH Member

    Messages:
    2,723
  7. TFP

    TFP Dope Dope

    Messages:
    16,443
    Shit I wrote up a reply earlier and never hit send. We use Pipedrive as well and I think it fits your description pretty well. I don’t know the cost but I imagine it’s not expensive. It’s not too bad to use and definitely not overly complicated. Solid mobile app too.
     
  8. EdRalphRomero

    EdRalphRomero wooderson SoSH Member

    Messages:
    3,433
    Thanks again all. Pipedrive looks really interesting and I am hoping to give it a try. I will follow up when I have more information and will provide a review of what I find. Thanks!
     
  9. Kenny F'ing Powers

    Kenny F'ing Powers posts 18% useful shit

    Messages:
    10,396
    What type of reporting are you looking for? Can you give me a few examples?
     

Share This Page