I am not an excel spreadsheet guy, so setting up tables, etc, just isn;'t my thing. But here is my dilemma...
The company I recently joined is going to be converting over to SAP, so they are not willing to invest in a CRM program yet, or have chosed not to depending on who you ask. BUt, I have always used a CRM program with other companies... but since I am not going to shell out cash for something that will be out the door in a couple of year, I thought I was see what you guys got.
Simply put, I don't want it web based, since that wouldn't help me enter call details after each sales call while in the car and not connected. Here is the requirements...
Enter Customer data as current customer or prospect. (If it has several different flags to show the progression, that would be great.) That info should be company name, contact person, industry, phone nyumber, address, the usual contact info.
Most importantly, it needs to accept "call detail" I am diligent about my conversations, and recording them on the program for follow-up, and future conversations starters. If this includes access to a calendar programs as well, or much better MS Outlook that would be great.
Those are the main components, if it were to allow queries, etc. based on that information that would be an added bonus?
Anyone got any thoughts or suggestions???
dogface
The company I recently joined is going to be converting over to SAP, so they are not willing to invest in a CRM program yet, or have chosed not to depending on who you ask. BUt, I have always used a CRM program with other companies... but since I am not going to shell out cash for something that will be out the door in a couple of year, I thought I was see what you guys got.
Simply put, I don't want it web based, since that wouldn't help me enter call details after each sales call while in the car and not connected. Here is the requirements...
Enter Customer data as current customer or prospect. (If it has several different flags to show the progression, that would be great.) That info should be company name, contact person, industry, phone nyumber, address, the usual contact info.
Most importantly, it needs to accept "call detail" I am diligent about my conversations, and recording them on the program for follow-up, and future conversations starters. If this includes access to a calendar programs as well, or much better MS Outlook that would be great.
Those are the main components, if it were to allow queries, etc. based on that information that would be an added bonus?
Anyone got any thoughts or suggestions???
dogface

