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Earning while I'm Learning?

I have been asked by a friend who's just starting a technical consulting business to help him do marketing/CRM. I am helping him as a friend with tech strategy and competitive intelligence (what I do know) and he wants to pay me to do business development (which I don't know.) So, what should I charge for consulting services when I am completely new at what I am doing? Sounds foolhardy, I know, but lots of snowflakey details inside. [more inside]
posted by cross_impact on Jul 18, 2014 - 1 answer

Inexpensive CRM replacement, please?

Hello, We are currently using Business Contact Manger as our CRM software. We are having problems when having to re-install (computer crashes, etc) at this point and are looking to either upgrade to Office 2013 (which will allow us to use Business Contact Manager 2013) or to find a new CRM. The preferred option (long-term) would be to get a new CRM, as BCM (Business Contact Manager) does not meet all our needs, and is essentially defunct, but it would need to be less than the price of buying Office 2013 for the 4 users who use it (around $2100). [more inside]
posted by Laura in Canada on Jun 2, 2014 - 4 answers

Lose the notebook?

Made a joyful career change and now work in recruitment. My new job requires logging of all interactions into a CRM. I also have a paper notebook. Things go into the paper notes but do not always end up on the computer. I estimate I am not accounting for 40% of what I could get credit for. I think that the notebook being an actual book matters. I have started setting appointments to remind myself of mundane activities, but that is not enough. Has anyone abolished taking written notes in pursuit of putting everything onto a computer? What has kept you going?
posted by parmanparman on Apr 28, 2014 - 10 answers

ISO: 21st Century - information wants out of 3 ring binders

We have a number of (internal) groups providing information about (external) clients. Help me figure out the best way to track this information for easy report generation. [more inside]
posted by TravellingCari on Jan 10, 2014 - 5 answers

Is CiviCRM suitable for a tiny nonprofit?

I am involved with a tiny nonprofit -- we have a few hundred donors, volunteers and clients, and no paid staff. Some of our volunteers have been frustrated with our recordkeeping system (shared Google docs), and one of our volunteers is suggesting CiviCRM. I think this is overkill. [more inside]
posted by anonymous on Dec 20, 2013 - 7 answers

SugarCRM, CiviCRM or something else?

We’re a new and fast growing non-profit makerspace (community workshop & art studio) that’s looking for a free CRM. We’re currently considering SugarCRM Community and CivicCRM and we’d like you to help us choose one, or tell us about others we should be considering. [more inside]
posted by 14580 on Dec 12, 2013 - 4 answers

Offline iPad Survery / CRM Data Collection

Asking for a friend: I'm looking for the direction to go in regards to offline, iPad-based CRM/survey data collection. [more inside]
posted by Nonsteroidal Anti-Inflammatory Drug on Nov 7, 2013 - 2 answers

CRMs for a small business?

What are some great CRMs for a small business/startup with the potential to grow? [more inside]
posted by amicamentis on Apr 17, 2013 - 5 answers

Simple, intuitive map software/service for a business

My (small) company provides services in people's homes. We'd like to use electronic maps to plan technician routes and better understand where our clients are geographically. What (Mac-compatible) software or web service might help with this? [more inside]
posted by Clandestine Outlawry on Apr 16, 2013 - 2 answers

How can I keep track of reaching out to my contacts on a regular basis?

I want a contact management system that will remind me to: (1) follow up with new people I meet, and track when I do, and (2) reach out to those people on a regular basis (and track when I do). Please share your own app-based or text-based system for doing this! [more inside]
posted by incandescentman on Mar 12, 2013 - 4 answers

Need solution for managing customers and recurring shipments

My customers will sign up for weekly, bi-weekly or monthly shipments of a product. After I've processed their payment, what are some online customer database solutions for managing my current customers and generating things like shipping labels and order forms so that each week I can pack my boxes full of product and ship them? [more inside]
posted by jrholt on Mar 10, 2013 - 2 answers

What kind of CRM system would work best and how much would it cost?

My small financial services firm needs to keep track of our customers and how much progress we have made selling them different investments. [more inside]
posted by otto42 on Mar 8, 2013 - 8 answers

Mac contact management (non-web-based)

Mac app for contact management that's tag-based, intelligently integrated with social networks, and LOCAL? (All data usable and modifiable without a live internet connection.) [more inside]
posted by kalapierson on Mar 4, 2013 - 1 answer

Maybe we need a Negotiator...

We want to move to a new CRM provider, but our old CRM provider is holding our data hostage. Is there any recourse? [more inside]
posted by doomtop on Dec 19, 2012 - 15 answers

Please help me get my data back!

Have you successfully retrieved your contact data from an older CRM? [more inside]
posted by ichbinsocki on Oct 16, 2012 - 1 answer

Please recommend a CRM for a plumbing company.

I need a CRM solution for a plumbing company. [more inside]
posted by Outis on Oct 8, 2012 - 8 answers

Order or Project Management System Suggestions... I am drowning!

My business is booming and it's driving me crazy! The process that worked when only a few orders trickled in isn't scaling and I am finding myself prisoner to my workflow. Email and google spreadsheet is clearly not cutting it and I need input on a project management or order system. [more inside]
posted by hellodonna on Sep 20, 2012 - 14 answers

What sort of database for a non-profit training organisation?

I need to organise some kind of database for my non-profit training organisation, to track students, courses taken, etc in Moodle, and possibly to integrate with a Joomla site as well. I've been told that Access will not work for us. Will a Customer Relations Management thing suit us, or is something more required? If so, what should we be looking for? Requirements and constraints inside. [more inside]
posted by harriet vane on Sep 18, 2012 - 4 answers

Mass customization of URLs/QR Codes

I want to have a large number of unique URLs, all pointing to the same content. Like a million of 'em, so we can track individual recipients' behaviors online; one URL (or set of related URLs) per recipient (say we're sending them an email or a postcard with a QR code). [more inside]
posted by Mister_A on Aug 28, 2012 - 3 answers

Can I create Wordpress users from existing CiviCRM contacts?

Can I create Wordpress users from existing CiviCRM contacts? [more inside]
posted by radiocontrolled on Jun 25, 2012 - 4 answers

Service firm workflow software

Project, workflow, and customer management tools for web design and service firm? I want to manage (many) small web projects through design, approval and launch steps, then have billing attached. [more inside]
posted by mtstover on Feb 16, 2012 - 2 answers

Can Microsoft Dynamics CRM play nicely with OS X 10.7?

I'm running OS X 10.7.2 and I need to access a Microsoft Dynamics CRM system. It won't work in FF, Safari or Chrome; it only wants IE. Of course, no versions of IE will work post-Lion (no more Rosetta). Is there any OS X native solution to this? [more inside]
posted by digitalprimate on Feb 1, 2012 - 10 answers

CRM software with a specific feature

Looking for free or low-cost CRM with a specific scheduling feature. [more inside]
posted by xedrik on Jan 20, 2012 - 7 answers

Something like CiviCRM/Events/Contribute but simpler...

I've been suckered in to finding a web app that will take a list of users, and flag up any who haven't paid subs by a set time. WorldPay (or similar) integration is required. My only thought is CiviCRM... can you suggest something better and easier to use? [more inside]
posted by sodium lights the horizon on Nov 1, 2011 - 2 answers

Looking for PR Contact Management System

Is there an off-the-shelf tool my small company can use to manage our PR contact list, our outreach efforts, and the results we've gotten (i.e. product reviews and articles)? [more inside]
posted by alms on Sep 29, 2011 - 6 answers

Too many programs, not enough info

(Mac-based) small business software and integration -- don't know what exactly I'm looking for here, which makes it tough to ask questions and find solutions! Currently using a cobbled-together mix of programs and web-based software (AccountEdge, e-junkie, more), but I am wondering if I could streamline/improve/do things differently. [more inside]
posted by bitter-girl.com on Sep 9, 2011 - 2 answers

CRM for an Advertising business, with some production tracking

CRM plus something more for a small office? [more inside]
posted by shinynewnick on Jul 19, 2011 - 8 answers

Please recommend a CRM tool.

CRM Filter: I have a very small, but growing, business and we're at the stage where we need a CRM tool but Salesforce is really too much for us. What can you recommend that will be small enough that we'll actually use it but powerful enough that we won't outgrow it within a year or two? [more inside]
posted by HopStopDon'tShop on Jul 6, 2011 - 13 answers

And how did Salesforce get so big?

Has CRM ever worked for anyone? This is a serious question. [more inside]
posted by 2bucksplus on Jun 13, 2011 - 16 answers

Help an academic organize interviewee data!

I'm a social scientist heading off to do a year of field research, which will include lots and lots and lots of interviewing. What tools to you recommend to keep all your interviewees' data straight, and to show how they are connected to each other? [more inside]
posted by foodmapper on Jun 6, 2011 - 8 answers

Relationship management on a mac.

I was recently promoted to developer relations at my company, and I'd like to keep better track of those developer relationships than I've previously done. I use a macbook pro, an iPhone, and an iPad. What software do you recommend? [more inside]
posted by TimeDoctor on May 19, 2011 - 5 answers

Best software for managing clients with IT-related subscription services?

Do I need a CRM, or does something else exist for IT clients? Focus on managing existing subscription services, rather than sales leads. [more inside]
posted by Wossname on Apr 13, 2011 - 6 answers

Reams of paper no longer an option

Asking for boss: we need a database to track customer info and history. [more inside]
posted by Gilbert on Sep 2, 2010 - 8 answers

Magic business suite for artists: share your spells

Asking-for-my-girlfriend: What are some good tools (project management, CRM, accounting) for an artist starting a business selling printed textiles on Etsy? [more inside]
posted by heliostatic on Aug 1, 2010 - 1 answer

CRM+ECM = ???

Does a (preferably open-source) application exist that's one part Customer Relationship Manager (CRM, eg SugarCRM) and one part Enterprise Content Management (ECM, eg: Sharepoint, Alfresco)? Or one that bridges the gaps, connecting relationships with people to documents? [more inside]
posted by Alterscape on Jun 30, 2010 - 3 answers

CRM solution for a Realtor?

What are good choices for lead management/CRM solutions for Realtors? Something that can be integrated with a Realtor's website (in terms of lead capture, etc.) would be preferable, especially if it can work with Drupal. I'm asking as part of a web design/marketing team that may work with a Realtor soon.
posted by entropic on Jun 8, 2010 - 4 answers

SFDC Koolaid: overcoming CRM migration and adoption issues

Looking for your experiences in CRM (SFDC) migration and adoption. Specifically we are at the point where all the data has been moved in from an old system, but it is full of outdated information and there's plenty of foot-dragging in getting with salesforce. What now?! [more inside]
posted by n y my on Apr 30, 2010 - 0 answers

It's all part of my CRM fantasy

I started using Harvest about a month ago for invoicing and I love it. Now, I'm looking for a similar product for very basic CRM. So basic, in fact, that I'm not sure you'd even call it CRM. I want something that will allow me to keep a client's contact information and, in a fast, super-easy, as-few-clicks-as-possible way, let me schedule a reminder for a specific date and time or "two weeks from now" or "every Tuesday." [more inside]
posted by The Dutchman on Dec 2, 2009 - 3 answers

Succumbing to Basecamp, please hope me

I'm looking at a combination of Basecamp, Highrise and a time tracking/invoicing widget (probably Harvest). You are a Highrise/Basecamp/Harvest user (preferably as a business owner), and I ask you: will taking the plunge make me happy? [more inside]
posted by NekulturnY on Nov 18, 2009 - 8 answers

Help me rebuild my office helpdesk/workflow setup.

TechFilter: I'm part of a medium-sized IT support company and we're looking at some new helpdesk/workflow management software. What advice can you give on your setup or software you are currently working with? [more inside]
posted by de1mar on Oct 14, 2009 - 8 answers

K.I.S.S. - CRM

My company needs simple CRM - we don't need the thousands of bells and whistles that come with other products. Also, we need buy-in. What are my options? [more inside]
posted by namewithhe1d on Sep 24, 2009 - 8 answers

Free or cheap CRM / PIM / wiki that imports and exports vCards with pictures? Suitable for film production?

Is there a free or cheap shared PIM that imports and exports vCards with pictures? Preferably something suitable for film production? [more inside]
posted by Josh Coe on Sep 18, 2009 - 3 answers

Recommendations for web based customer support service?

Recommendations for web based customer support service? [more inside]
posted by specialk420 on Aug 21, 2009 - 3 answers

Form of... a CRM/email-marketing ice hybrid!

CRM and email-marketing software: Are they ever the same software? Should they be? [more inside]
posted by bingo on Jul 8, 2009 - 5 answers

Looking for a wiki-database hybrid

I'm looking for a wiki-database hybrid that I can self host. [more inside]
posted by raamenchan on Jul 4, 2009 - 9 answers

What is/are Pipeline Reports?

What is/are Pipeline Reports? [more inside]
posted by momzilla on May 28, 2009 - 6 answers

CRM Software

What's a good, desktop-based (not web) CRM program? It should also be able to sync with a Palm Treo and over the local network and integrate with multiple Microsoft Office versions. [more inside]
posted by mccarty.tim on Mar 10, 2009 - 3 answers

Looking for a great customer management/scheduling solution for a growing IT company

My company is looking for a comprehensive package to manage our IT company, which has grown 1000% over the past 4.5 years. I believe we have outgrown our existing solution. It has to be scalable, user friendly, integrate with Quickbooks, ideally would integrate with Kaseya, and generally be a very full solution. Honestly, Autotask is the best thing we have found, but it is not an option as we cannot host it ourself. Outsourcing all client data to another company means we are beholden to that company for life and that is not an option. We tested Commit but the web interface just wasn't robust. The program itself was very functional, but the interface would lead one to believe that it was intended for smaller shops so we are going to stay away from it. All suggestions and critiques are welcome.
posted by titans13 on Mar 8, 2009 - 4 answers

We're shopping for a new ecommerce solution. Help!

We need a new e-commerce provider (Volusion, Shopify etc.) and I'm looking for suggestions from current platform users or general opinons. We have a set of somewhat specific needs. More inside. [more inside]
posted by GilloD on Feb 6, 2009 - 8 answers

Help me sync contacts from one user to another over exchange?

Help me figure out a CRM/Sync solution! I'm going crazy trying to figure out a good solution for a small firm; need to sync contacts, more inside... [more inside]
posted by vrdx on Jan 11, 2009 - 3 answers

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