CRM?
Hi,
My organization uses Tender for all our customer-facing correspondence. We are looking to start using a CRM very soon as we are starting to have trouble keeping track of all of our customers on our own, but can't seem to find a single one that integrates with Tender. This is a real problem, as we definitely need a CRM and Tender might have to be dropped as a result.
So my question is - am I just not looking in the right places? Are there any CRMs at all that you sync with? Or any you can recommend? I'd really rather not have to leave Tender.
Thanks,
Lindsey
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1 Posted by Will on 22 Jun, 2010 07:23 PM
We have plans to implement integration with CRM, but at this time I do not know of any finished integration that exists with what is available out there.
2 Posted by Lindsey Maxfiel... on 22 Jun, 2010 08:57 PM
Okay, thanks for your help! Any hints for which direction I should head?
Lindsey
--
Lindsey Maxfield | Communities & Operations Manager, Vittana |
www.vittana.org | Office: 206-395-4332
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3 Posted by Josh on 22 Jun, 2010 10:47 PM
It would be great if you could look at integrating with Capsule CRM (capsulecrm.com).
4 Posted by jono on 22 Jun, 2010 11:01 PM
+1 on the capsule CRM integration
5 Posted by Will on 23 Jun, 2010 03:55 AM
Lindsey. At this point I don't have a recommendation for what would be best. Most requests that we have received have been for HIghrise integration (http://highrisehq.com), so it will probably be the first that we implement. There is not an ETA, it's just something we plan on doing at this point.
Josh and jono, thanks for the feedback. I haven't seen Capsule CMS before, but I've added your suggestion to our request list.
6 Posted by Lindsey Maxfiel... on 23 Jun, 2010 05:43 AM
The clarity is much appreciated. Can I add in my two cents for Salesforce as
well? One more vote for when you start choosing who will come first.
Thanks,
Lindsey
7 Posted by Joshua Blank on 23 Jun, 2010 05:58 AM
We just went through an evaluation process and found Capsule CRM to be very easy to use and had an important feature that we had not found in most CRMs: The ability to project recurring revenue. In addition it allows you to easily link contacts twitter and LinkedIn profiles and auto populates their data into the CRM.
Josh
8 Posted by Will on 25 Jun, 2010 02:41 AM
Out of curiosity, what type of features are you all looking for in this integration? What will such integration provide that will help you all with your workflow?
9 Posted by Lindsey Maxfiel... on 25 Jun, 2010 08:26 PM
For me at least, it's all about not having to toggle between multiple
screens and have all of my information in one place. We use Tender as a
customer/issue tracking tool, and I would like to be able to sync the emails
I send back and forth to each customer into our CRM without having to worry
about bcc'ing urls or loading them manually every week.
Tender does a great job of syncing with my email right now, but I can't put
customer information into it. I can get all of our customer information in
one place in the CRM, except it's tough to get email text in there to know
exactly what happened. Being able to have everything in one place would be
golden.
Lindsey
10 Posted by John Davis on 26 Jun, 2010 06:20 PM
I'd love to see an integration with http://www.pipejump.com - it's a super simple sales tracking application that I use.
11 Posted by Joshua Blank on 26 Jun, 2010 10:55 PM
mainly case categorization, case mangement via email (especially when it gets sent to personal emails), escalation, and metrics.
Josh
12 Posted by JP on 28 Jun, 2010 08:23 PM
One of our customer used Salesforce.com for two years and were fed up. We at www.ewaycorp.com created a customer CRM in Dot Net for them in 3 months and uploaded database from Salesforce.com to this customer CRM. Cutomer is happy.
13 Posted by Arun on 29 Jun, 2010 04:47 AM
Hi Lindsay,
You can try out Sales force CRM for you specific issue.Industry's no 1 CRm which can help you get out of your issue.
Connect me back at [email blocked] for detail presentation
14 Posted by Ben Davies on 06 Jul, 2010 09:22 AM
Hi Lindsay
Thought I'd drop you a link to our website in reference to your question.
http://www.chorusit.com/crm.aspx
Please feel free to email if you have any questions [email blocked]
Look forward to speaking to you.
Will closed this discussion on 18 Aug, 2010 10:17 PM.