crm

Minimum viable CRM

February 15th, 2010  |  Published in crm, sales

CRM systems are behemoths.  No matter how many claim to be ’simple’ they all feature from feature creep.  The fact remains, if you are not using a CRM, you are probably only running at half your potential cash-flow if the ever-so helpful introductary video ad infusionsoft is anything to go by.  The good guys there go on to point out that on average, customers will buy from you after 7 interactions.  Most people give up after 3.  You can manage this to a certain extent using excel or google docs (as we have been for the last three years) but after a while it all get unwieldy.

To counter this I did a quick review of available products  before designing my own minimum viable CRM system (oh groan – another techy reinventing the wheel).  Here were the front runners. Read the rest of this entry »