CRM for an Advertising business, with some production tracking
July 19, 2011 9:56 PM Subscribe
CRM plus something more for a small office?
posted by shinynewnick to Computers & Internet (8 answers total) 2 users marked this as a favorite
We have a relatively new advertising business, and client management has now moved beyond email reminders and handwritten notes by salespeople. Here's what I'm looking for:
1. Client information - The basics, nothing too complex. I'm fairly sure any normal CRM will be fine for what we need.
2. Schedule tracking - Ideally, the system will handle a start and end date for their contracted schedule, and post reminders for both.
3. Production scheduling - This is the unsure element. If there was a way to schedule and track production elements (script written, approval, shoot date, etc). I know it is probably better suited to another system, so if you have a suggestion outside of CRM I will take that as well.
In a perfect world - Google Apps integrated. Our business email is currently set up through Google Apps, and our management and salespeople have a fairly good understanding of that system.
I've already looked into a couple of the Google Apps Marketplace offerings (Insightly, Zoho), but any first-hand knowledge is appreciated. I know Salesforce is the standard for the industry, but know little about it as a system, or its Google integration.