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I am a part-time CFO. I’ve used Salesforce CRM in the past and found it too complicated and expensive. What are the best alternatives?
Barry, what exactly are your requirements? Pipedrive, Zoho, and SugarCRM are all fairly straightforward and relatively inexpensive CRM solutions.
Hi Barry, please provide me with your requirements on rohil.c@nichepro.co.in and I am sure all your requirements can be met in a cost effective yet productive way by my company. Look forward to hearing from you. Thanks.
Depends on the number of users. For small number of users 6 or less, have you tried Daylite for Mac $280 per user approx with app for iphone and iPad or for a single user try Zoho for PC or Mac. I have not used Zoho but it was recommended to me by others I respect.
For more users, MS Dynamics CRM both online or offline is good and has some add on functionality and modules. Cost is per user basis. Although it has flexibility if you stick to a vanilla version.
If you want an online CRM system that will integrate with ERP finance, POint of Sale POS, project management, ecommerce and other ERP modules Netsuite offers an all in one solution.
Hi Mr. Barry K.,
Salesforce is very complicated and can be difficult to get setup if you don't have a degree in Computer Science (I don't). The best alternatives would be defined by the type of sales team you have and your customers buying process. The best question I can ask is, what do you want to get out of such a system?
You have a multitude of options. Besides what was mentioned below, I would suggest that Sage SalesLogix or NetSuite are worth a look.
Salesforce is pretty simple in that it basically behaves like a configurable database, where you can define any fields you want. Where I found Salesforce very annoyingly complicated at the onset is how they impose their opportunities >> cases >> leads >> conversion flows on you, and if you've never worked at a co that uses Salesforce.com, it's silly to have to sit there and fit your sales flow to those assumptions. Ultimately the reason why I'm a Salesforce customer is because of the switching cost (we built all kinds of custom integrations), and because I like the idea that while I only use a handful of 3rd party software from AppExchange - at least theoretically there is a budding ecosystem of interesting tools that will extend its usefulness. I really have very little good to say about Salesforce, the product, but I'd add that the customer support has been outstanding in my experience.
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You should check out Zoho and or Bislr. Both of them are web based and have support for email marketing and lead generation. As well as the ability to plan and execute marketing campaigns. Both are great for small businesses - we use zoho ourselves and ...
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Hello Steph, Great question. If you're looking for a inexpensive simple CRM that's an alternative to Zoho, ClarifySoft is a good candidate, with a monthly subscription of $39 per user. They provide a good handful of screenshots and a free demo to help decide if it's right for you. Zoho's pricing is ...
Hi Nikki, Some of the best easy-to-use CRM options for small businesses are actually available in SaaS solutions (meaning the system is hosted and maintained on a remote server that you access through the web). Infusionsoft is one such example of this – it’s an all-in-one marketing and sales platform that ...
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