Insight.ly, a Google Apps add-on, offers complete integration with the Google family of products, including Contacts, Docs, Calendar, and Gmail.
But in my business, when I’m exploring a new contract with a major retailer, it doesn’t make sense to attribute a dollar amount to that relationship until I have a decent amount of sales history to evaluate. If you operate in an industry where accounting for new leads with a monetary amount makes sense–say, for making bids for construction contracting–this is a good program for you. One potential usability issue is that SugarCRM encourages you to assign dollar figures and percentages to everything–accounts, opportunities, leads, and contacts. If this kind of flexibility appeals to you, SugarCRM is a solid alternative to Zoho CRM and Landslide. Since it’s open source, users can change SugarCRM without limitation and can build on existing extension projects in any way they want. The main quality that distinguishes SugarCRM from Landslide is its community of developers. (Starting at $360 per user per year $540 Corporate, $720 Enterprise,Īnd $1200 Ultimate options also available)Ī full-service CRM program that offers easy setup and generous technical assistance, the open-source SugarCRM also has extensive third-party applications and plug-in support. Pros: Full-service, feature-rich CRM program easy to set up and use syncs with QuickBooks, Google apps (including email, contacts, and calendar), and Microsoft Outlook iPhone-, iPad-, and Android-compatible dedicated mobile website Particularly for CRM newcomers who are unfamiliar with the terminology but who still need a program with features approaching those of Zoho CRM, Landslide is a great, cost-effective option. One Landslide’s many positives is that it fits into an existing framework developed around other programs.
In running your business, you may have built various management systems (including QuickBooks) into your workflow, and you can’t readily abandon them every time you discover something new. In addition, you can sync your Landslide data with data in QuickBooks and in Microsoft Outlook (including email, contacts, and tasks). It is the only service in our round-up that offers syncing with Google products, including email, contacts, and calendars. Though Landslide’s main selling point is its user experience, this CRM doesn’t skimp on powerful features. But for users who’d rather tinker around on their own than call technical support, Landslide’s smart, well-designed FAQ system is a lifesaver. Like many of its rivals, Landslide offers ready access to a sales team that can walk you through the program. Landslide offers a user-friendly FAQ to get started.Landslide’s help section distinguishes between feature support and setup support, which is enormously useful when you’re just learning the program and don’t yet have specific features-related questions. Pros: Full-service CRM with great breadth and feature-specific support wide variety of third-party apps iPhone-, iPad-, and Android-compatible dedicated mobile website low cost My best guess resulted in successfully importing only 7 of my 869 Google Contacts. Unfortunately, most of the options Zoho offered were field names I had never encountered while using Google Contacts. For example, in the process of importing my contacts from Google Contacts, the program asked me first to map the Zoho CRM field names with the field names of the CVS file that I had generated from Google Contacts. The program relies heavily on jargon to describe features and functions, and this can be disconcerting if you’re unfamiliar with CRM concepts. Like many small business owners, I wear many hats, and though I am fairly knowledgeable about technology, I had trouble figuring out where to get started with Zoho CRM.
You can also find plug-ins for syncing Zoho CRM files with QuickBooks.įor all its feature-richness, however, I found Zoho CRM difficult to set up and implement. If you’re willing to give up the native client for your email provider, this arrangement is a pretty good way to keep your email conversations organized.Īlternatively you can purchase the Zoho CRM Plug-in for Microsoft Office Outlook for $3 per year per user, it allows you to synchronize contacts, calendars, and tasks between the two programs. Instead, you send email from within Zoho CRM, using POP3. Importing contacts to Zoho CRM can be confusing.In my view, the best function of the program is the ability to track your email communications without having to CC or BCC each outgoing email message to a Zoho CRM email address.
0 kommentar(er)
