Register a free account to unlock additional features at BleepingComputer.com
Welcome to BleepingComputer, a free community where people like yourself come together to discuss and learn how to use their computers. Using the site is easy and fun. As a guest, you can browse and view the various discussions in the forums, but can not create a new topic or reply to an existing one unless you are logged in. Other benefits of registering an account are subscribing to topics and forums, creating a blog, and having no ads shown anywhere on the site.


Click here to Register a free account now! or read our Welcome Guide to learn how to use this site.

Generic User Avatar

CRM choices advice


  • Please log in to reply
4 replies to this topic

#1 Magic Sam

Magic Sam

  •  Avatar image
  • Members
  • 463 posts
  • OFFLINE
  •  
  • Gender:Male
  • Location:Brigadoon (Co Durham, UK)
  • Local time:01:34 PM

Posted 17 May 2020 - 07:21 AM

Small manufacturing company, we have been using Goldmine CRM for very many years now (current edition 2014), predominantly single use from an office location.  Our requirements are therefore basic and I have seen little advantage in upgrading to later versions of GM over the years when few of the annual new features seemed to be relevant in our circumstances. The arrival of Windows 10 has changed all that however and an upgrade to the latest W10 compatible version will be inevitable.  Questions are being asked if there is merit in considering alternative CRM systems, and if so which one(s).  In my view any alternative would have to offer very significant and distinct advantages indeed in order to overcome the "compatibility" issue:  If as a result of changing from one system to another many hours / days / months would be required in transferring both data and links / relationships, then the exercise would be self defeating. I would take some convincing that all this was included in the "installation".package. UK based support would be invaluable. 

Would readers agree or disagree with the viewpoint of sticking with the devil you know - which serves its purpose -  or am I being unduly cynical?  Tks for any advice.


But there are also unknown unknowns- the ones we don't know we don't know


BC AdBot (Login to Remove)

 


#2 MonLas29

MonLas29

  •  Avatar image
  • Members
  • 1 posts
  • OFFLINE
  •  
  • Local time:03:34 PM

Posted 24 November 2022 - 05:57 AM

I agree with the viewpoint of sticking with the devil you know. I think that it is always better to stick with something that you are familiar with and that has served you well in the past.


Edited by MonLas29, 24 November 2022 - 05:57 AM.


#3 rearwindowweb

rearwindowweb

  •  Avatar image
  • Members
  • 33 posts
  • OFFLINE
  •  
  • Gender:Male
  • Local time:03:34 PM

Posted 26 January 2023 - 06:57 AM

Sticking with the devil you know sometimes does sound right. We still do project management with Google sheets and never had any problems. The thing is, "the devil you know" changes over time, speaking of technology/software. In my case, with the number of templates available and all the updates, all I needed to do is pick a fine automation software that integrates with my tools, no need to replace the oldies.



#4 GhostWarrior59

GhostWarrior59

  •  Avatar image
  • Members
  • 9 posts
  • OFFLINE
  •  
  • Local time:09:34 AM

Posted 12 April 2024 - 10:40 AM

I also need a good CRM for my business. Any recommendation how to do this?



#5 NiC11

NiC11

  •  Avatar image
  • Members
  • 2 posts
  • OFFLINE
  •  
  • Local time:04:34 PM

Posted 07 May 2024 - 10:51 AM

I also need a good CRM for my business. Any recommendation how to do this?


Try demos first. I think it's the best way to understand what you need. Many CRMs offer free trials.
 
And a couple more tips:
 
If you already use some tools for your business, check if the CRM can integrate with these tools.
Check if the CRM has good customer support. It can save you a lot of time and money in case of glitches





1 user(s) are reading this topic

0 members, 1 guests, 0 anonymous users