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6 posts tagged with management and Customer. (View popular tags)
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What's a good way to keep track of customer data?

After a crazy Kickstarter adventure, I suddenly find myself with ~65 products to create, 2000 customers to send them to, and loads of information (names, email addresses, shipping details, order selections, order fulfillment status, funds donated) from 4 different sources (Kickstarter surveys, Surveymonkey.com, paypal.com, private emails). I need some way to keep track of all of it, so that I can easily find and export information (Who ordered product X? Who ordered product Y and hasn't yet had that order fulfilled), easily change entries (Customer B: Can I switch from product X to Y?) and easily add entries (New customer C). What's my best bet?
posted by sdis on Jan 26, 2014 - 10 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

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

Where do the really good custom CMS creators show off their work?

Where can I read about the craft of deploying really well-designed, client-appropriate content management solutions for the web? [more inside]
posted by circular on Apr 25, 2011 - 1 answer

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

Sales Cycle Management

Needed: Reliable software that will automatically respond to email sales leads, send those sales leads to our dealers in the customer's particular region, and follow up with an email to the customer a week later to see if the dealer has contacted him or her, or if a sale has been made. [more inside...] [more inside]
posted by lotsofno on Jun 1, 2004 - 4 answers

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