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Paul K.




Aug 21, 2012
Paul K. answered this question:

I still use the Quicken I bought a few years ago. Works great. If you want an online service, try http://www.mint.com or http://www.yodlee.com.

Aug 21, 2012
Paul K. answered this question:

Nimble is really a contact manager at this point and not what I would call a full-blown CRM system. It truly is great with all the social integrations built-in to linkedin, twitter, and others but it really falls short in other CRM functionality like opportunity management, reporting, and it has no ...

Jul 17, 2012
Paul K. answered this question:

Gartner publishes CRM Magic Quadrants and Aberdeen has publishes CRM ranking reports. Business-Software.com also has Top 10/40 CRM reports you can look at.

Jul 11, 2012
Paul K. answered this question:

I honestly think almost every CRM has the capability of setting a reminder event on a contact or an opportunity. For example in our CRM system all I have to do is to create a task with a future date for a particular contact or/and account. When it gets close to that ...

Jun 27, 2012
Paul K. answered this question:

I think Quickbooks is still your best bet and you can add inventory management features as I get the sense that budget is a big selection criteria which means good solutions like NetSuite and Intacct are probably out of reach for you. I would look at Quickbooks Enterprise Solutions to ...

Jun 12, 2012
Paul K. answered this question:

Vicki, are you asking for a CRM solution you can install on your laptop? if so cloud solutions are not the way to go for you. You can look at Sage ACT!, Front Range Goldmine, Avidian, and Maximizer as potential options.

Jun 11, 2012
Paul K. answered this question:

Do you just need general ledger capability? You could try Sage Peachtree if you want an alternative or Zoho Books if you want to go cloud.

Jun 11, 2012
Paul K. answered this question:

Hey Luke, I am curious what specific accounting features you need for a residential security company?

Jun 8, 2012
Paul K. answered this question:

I am pretty sure you can at least use it for a few years before they force you to upgrade. I know this happened to my Quicken software where they eventually told me I had to upgrade to take advantage of the online banking statement syncing features.

Jun 1, 2012
Paul K. answered this question:

Lots of CRM solutions integrate with Googe Apps and here are 3 of them: www.capsulecrm.com www.Solve360.com www.nutshell.com

May 31, 2012
Paul K. answered this question:

 Landslide would not be a good fit for a 5 person operation described by Sandra. It's really meant for larger companies with larger sales teams. Zoho and Highrise are probably your best choices.

May 30, 2012
Paul K. answered this question:

I think Microsoft Dynamics CRM is probably the most "compatible" solution to Microsoft Outlook. Avidian has a CRM solution built on top of Microsoft Outlook so they are also worth a look.

May 30, 2012
Paul K. answered this question:

It's Quickbooks from Intuit.

May 22, 2012
Paul K. answered this question:

Avidian has a solution that is built around Microsoft Outlook. I would say Avidian has the strongest integration with Outlook than any other solutions out there. Check them out at http://www.avidian.com

May 22, 2012
Paul K. answered this question:

Take a look at Oracle's CRM offersings as well.

May 21, 2012
Paul K. answered this question:

Check out FrontRange Goldmine and Avidian Prophet.

May 21, 2012
Paul K. answered this question:

The solution is likely to be a cloud-based solution than a Mac desktop solution as I do not believe many software companies create mac desktop solutions addressing operation/scm needs. Why don't you check out NetSuite.

May 21, 2012
Paul K. answered this question:

What do you need the CMS to do? The reason I ask is different solutions are better for different things. For example if you just need something to manage your  corporate website, wordpress is a great solution for that. on the other hand, Joomla and Drupal would be too complicated. It's ...

May 19, 2012
Paul K. answered this question:

 Workday is really a solution for larger companies so I doubt that's an option for Alan. I would look into solutions from Sage and Intacct.

May 15, 2012
Paul K. answered this question:

I am not sure what cloud crm solutions provide this integration but I know Riva provides a solution to sync your email with many cloud crm solutions.

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