Sales Tool Database - Chicagoland Sportbikes
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post #1 of 14 (permalink) Old 01-17-2012, 03:29 PM Thread Starter
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Sales Tool Database

Computer Gurus,

Anyone have experience or recommendations for implementing a sales tool database - basically a way for our engineers to follow projects and communicate internally?

So if anyone has experience or programmers in mind please let me know/drop me a PM. This is something my company is going to spend a good amount of money and time to develop.

Jordan
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post #2 of 14 (permalink) Old 01-17-2012, 04:19 PM
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You a Microsoft shop?

You first ask for a Sales Tool - then you ask for an engineering/project management tool. These are arguably two different things.

For example, MS CRM would fulfill the former whereas MS Team Foundation Server would fulfill the latter.
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post #3 of 14 (permalink) Old 01-17-2012, 04:32 PM Thread Starter
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Quote:
Originally Posted by Bek View Post
You a Microsoft shop?

You first ask for a Sales Tool - then you ask for an engineering/project management tool. These are arguably two different things.

For example, MS CRM would fulfill the former whereas MS Team Foundation Server would fulfill the latter.
Yes were an MS shop

Were technically sales, with a lot of project management. Most CRMs have way more than we need, don't address key issues, and would cost about 12-15K for the size of our company.

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post #4 of 14 (permalink) Old 01-17-2012, 04:38 PM
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Just throw up a Sharepoint Site with Notifications sent of "changes" to certain lists which users subscribe to

"Life is not a journey to the grave with the intention of arriving safely in a pretty and well preserved body, but rather to skid in broadside, thoroughly used up, totally worn out, and loudly proclaiming WOW, what a RIDE !!"
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post #5 of 14 (permalink) Old 01-17-2012, 04:46 PM
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Just have them all register on CLSB, start a thread for each project, done.

"includes 10 used-car dealers or auto repair shops, 11 liquor stores and bars--two of which advertise lingerie fashion shows and a third billed as a "gentlemen's club"--three cut-rate motels and one trailer park. The squat, brick municipal building is next to a currency exchange and a few steps from an adult video store. The bars open at 10 a.m. and close at 6:30 a.m."

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post #6 of 14 (permalink) Old 01-17-2012, 04:53 PM Thread Starter
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Quote:
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Just have them all register on CLSB, start a thread for each project, done.
Haha I actually offered that up - a forum for communication, but there is some information that would get lost.

Really what we want is an access database with a web optimized interface.

Jordan
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post #7 of 14 (permalink) Old 01-17-2012, 05:51 PM
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Quote:
Originally Posted by Loki047 View Post
Really what we want is an access database with a web optimized interface.
Sharepoint.
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post #8 of 14 (permalink) Old 01-17-2012, 05:52 PM
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Yeah cuz Post #4 was no where near that idea

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post #9 of 14 (permalink) Old 01-17-2012, 05:58 PM
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Sharepoint/OneNote for projects as others have said.

For sales CRM stuff (because Sharepoint blows for that) - either buy one or build one. Salesforce.com if you aren't going to use the functionality of ACT(ish) products or don't want to manage/maintain them.

If you need idiot proof no-frills stuff, a highschool kid can build one on Sugar or vtiger that will do the trick for cheap.

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post #10 of 14 (permalink) Old 01-17-2012, 06:04 PM
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SFDC is really a "Forecasting" tool at heart that has spun into a CRM due to its success as one of the only ASP to SaaS Survivors - The best kept secret is a tool called "NetSuite" and it is a TRUE CRM and it actually works - Forecasting, AP/AR, Order Processing, Contact Mgt and much more and at a price tag lower than SFDC (which is expensive)

I still like good old fashion ACT or even GoldMine for just basic CRM stuff but he seems to be more Proj Mgt Lite in his requirements - Sieble had a "Lite App" out a while ago but I think Uncle Larry killed it off

Sharepoint is not all that secure but MS and Security should never be in the same sentence

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post #11 of 14 (permalink) Old 01-17-2012, 06:32 PM Thread Starter
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Thanks for the advice guys, but even reading about sharepoint is beyond my knowledge base. If anyone has any contacts for the people that sell this stuff and set it up please forward it over.

Jordan
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post #12 of 14 (permalink) Old 01-18-2012, 08:20 AM
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post #13 of 14 (permalink) Old 01-18-2012, 08:32 AM
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we use connectwise. It might do more than you need, and i don't know the cost but I don't think its very cheap. It does however do Project management, CRM, and ticket creation / management.

It does have some forecasting tools, etc. But I am not in sales so don't know much about those features.

It does have some great reporting though.

<-- Chris

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post #14 of 14 (permalink) Old 01-18-2012, 09:36 AM
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Quote:
Originally Posted by clearwaterms View Post
we use connectwise. It might do more than you need, and i don't know the cost but I don't think its very cheap. It does however do Project management, CRM, and ticket creation / management.

It does have some forecasting tools, etc. But I am not in sales so don't know much about those features.

It does have some great reporting though.
We use Connectwise as well. Decent all-around package - but it's not going to happen at the $15K price point mentioned. I think we paid closer to $50K to get started and ongoing main't is substantial.

It's also wonky at times - especially when using it in the cloud.

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