What CRM Program IS Right For You?

While there are many factors that determine your best choice, this quick overview may help you start your selection process. Tech.Sell can be your guide to the selection and implementation of an effective program to meet your needs and budget.

Getting Started -Small workgroup 3-8 users

Profile: Smaller workgroup, new to CRM. Has used Outlook to manage contacts and spreadsheets to manage information and realizes that just doesn't work. Needs central shared database for all customer info and documents.  All users on a peer to peer network or small server. No remote users at this time.

Budget: $200 - $500 per user

Recommendation:

Maximizer Entrepreneur Edition - Easy to use low cost full featured, excellent Outlook integration. Can provide connection to QuickBooks. Great program to start with yet easy path to even more features and future expansion with Maximizer Enterprise or eCRM.

Mid-sized Workgroup 9-20 Users

Profile: Growing workgroup some CRM experience but realize you can get more with a stronger program and some professional help. Have remote users. Tracking sales opportunities, customer issues and managing marketing campaigns are important. 

Budget: $1200 - $1500 per user

Recommendation:

GoldMine Corporate Edition- Proven CRM leader. Includes Microsoft SQL 2005 licenses, GISMO integration with Outlook and GoldSync for remote users. Web Access is available with iGoldMine.

GoldMine Premium Editon - The latest version of GoldMine features a completely new and very user friendly interface as well as many new search and output features. Manage opportunities, service issues and marketing campaigns.

Large Workgroup 20-50 users

Profile: Larger workgroup with desire to integrate all departments of compny into a central customer centric database. Need to improve lead tracking, sales measurement. Already have or wish to implement a sales process. CRM experience but realize you can get more with a stronger program and some professional help. Have remote users. Tracking sales opportunities, customer issues and managing marketing campaigns are important. 

Budget: $1500 - $2000 per user

Recommendation:

GoldMine Premium Edition- Proven CRM leader that serves all areas of the company. Opportunity Management, Project Management and Customer Service Issue tracking. Includes Microsoft SQL 2005 licenses, GISMO integration with Outlook. Remote users will have access to data off line using GoldSync and connected users may log in via iGoldMine.

The Selling Machine for GoldMine- Adds proven slaes module to GoldMine. Easily customizable sales process tracks every lead. Over 20 ready to use track- pipeline, new accounts, neglected opportunities, field activities, number of calls made and planned and much more.

Next Steps: Take our CRM Survey- A Tech.Sell professional will review your information and discuss your needs and options with you at no charge.

Call us at 847-382-4500 or click here to request more information.