We have specific needs. We are a young company (2.5yrs) and we are growing quickly.
We would like a system that:
– automates marketing
– tracks leads (website, marketing, email, etc)
– tracks current sales
– tracks inventory
– simplifies online ordering-payment-shipping process
Basically, an all-in-one software that handles everything from accounting to CRM to inventory management with the primary focus being CRM based. We’d like all the data in one place for each customer. And it must be customizable for wholesale and retail. Currently, our business does both. We sell to stores and to the end user. It has to be user friendly, capable, cost effective. Any direction would be appreciated!
Hi,
take a look at bpm’online process-driven CRM for marketing, sales and service (https://www.bpmonline.com/crm-products ) - cloud based open source CRM solutions to manage a complete customer journey – from lead to order, and to ongoing account maintenance. Bpm’online products are backed by a robust business process management platform.
Working with business processes in bpm’online is easy – you don’t need to be a technology specialist and there is no coding.
What is more, all products include out-of-the-box best practice processes for marketing, sales and service. Ready-to-go processes guide users through the most effective actions and make it easy to jump start using the system. One of the major advantages of bpm'online is that you get your products for sales, marketing and service literally on one platform, as a single application.
You can try it free with no credit card involved - https://www.bpmonline.com/demo/bpmonline
Hi Henk,
For typical B2C use, I would recommend you try out https://www.agilecrm.com/ - it covers many good features around marketing, lead capture, automation. For Inventory shipping you might be able to customize the CRM.
Of course, if you don't mind 2-3 applications - then try Mailchimp, Wishpond & any simpler CRM.
Good luck.
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Hi Carol, the best sales CRM is really the one that answers the needs of a particular business. What works for one organization does not necessarily works for another. However, there are some common features that makes one system more attractive over the other. I would like to recommend bpm’online sales ...
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Debra, I would like to recommend bpm’online CRM (https://www.bpmonline.com/crm-products). With an easy to use interface and intuitive flow that affords for fast adaptation this solution is definitely worth considering. Add to it out-of-the-box processes that enable organizations to jump start using the system and bring industry best practices to the ...