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MenuWhat are good options for CRM and some basic marketing automation for our startup? Single product or multiple through Zapier/existing integrations.
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Great Question!
I see you are not looking to spend too much money on this so my recommendation would be to use free tools that will only cost you the time you take to set them up yourselves.
1. Accommodating contacts (engaged vs not engaged, segmenting, custom fields and flexible reporting).
For this I would recommend you use Podio. It is free for up to five users and will let you do all that and more. You can set up your templates with all the fields you want (drag & drop) and they are completely dynamic so you are welcome to change them at any point in time.
2. One Place to See All Interactions.
I would use Mandrill (from the makers of Mailchimp) to send and track all mail related interactions. They have webhooks that you can use to create all sorts of custom workflows behind the scenes. Of course this also means you can integrate it with Podio's excellent API to keep all your data in the same place.
Eventually you could even code in a workflow that would drip customized your content to subscribers using Mandrill. Essentially removing any need for additional software.
Best of luck! And let me know if you have any more questions!
Hi, happy to jump on a call to advise with the setup of lead capture & nurturing through drip email sequences. Your man for advice on integrations would be Denis from Integration Agent denis@integrationagent.com
You probably would benefit from HubSpot professional. For a startup the price may seem hard to swallow but if you find the time savings of not piecing together services and having disconnected reporting is your goal then this is the solution in my book.
If you are a startup in and incubator or accelerator you can also get a scholarship for 90% off your first year and 50% off your second.
If you look to go this route feel free to reach out. I can get the starting fee waived an negotiate lower rates.
Integration (or the lack thereof) is the fatal flaw in many organizations' deployments. I have faced this with most clients needing to realign their internal Systems-Processes-Personnel issues. Zapier is a powerful integrator but it can also be something of a band-aid solution. Something largely overlooked is that most CRM tools are elements within a wider enterprise solution. Generally, they work well with their own allied elements, okay with some 3rd parties, and not a all with others. The CRM company's overarching ambition is to win you over to their complete suite. Nothing wrong with that if it fits, but you should go in with eyes wide open.
To your question, I have experience selecting and integrating a range of CRM solutions across a variety of industries. In choosing, there are five metrics I follow when considering a CRM application for general use:
1. Organic Fit - To what extent does its underlying methodology fit your existing process. Will it integrate with your other systems (e.g. Accounting, HR, etc)? If not, what would need to change?
2. Market Penetration - If it's widely adopted, others are finding it useful and it's likely well-supported. But there is a reason it isn't #1 on my list: it needs to fit your operation.
3. Quality of Support - Near zero downtime, rapid response to user issues.
4. Scalability - Today's need will not be tomorrow's. What is the existing ceiling? What happens when you blow through it?
5. Cost of Use - Services are not the only things that scale. Write this into your game plan.
The top six examples (in no particular order) would include: Salesforce, Hubspot, Microsoft Dynamics 365, Zoho CRM, Pipedrive and Sugar CRM. Let's arrange a call if you would like me to provide rankings based on above five factors, and I can offer deeper insights to the points raised above.
Related Questions
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What's a best practice workflow for using a CRM software E.g. #1 meet lead, #2 enter lead into CRM, #3 schedule follow-up activities with lead, etc.
Keep it so simple that anyone at your company can understand the process and the steps for using the CRM. If there's no accountability or confusion with the company's process, you'll be one of those companies that says their CRM sucks when it's more a testament of your own internal controls that suck. Here's a sample process: 1. Not everyone you ever talk to is a prospect or worth being in your CRM. Decide with your team the one question you can ask anyone that determines if they're a qualified prospect. This question should speak to the pain point you're solving. For example, if I was trying to sell Expensify to someone I might ask "Do you guys spend alot of time managing expense reports?". If they say "yes" then add them as a prospect and add data on how large the deal might be and if they have a budget to make a purchase. If they say no then add them to a Mailchimp newsletter if they are interested in getting updates. Make sure there's a call to action in the newsletter that would allow you to know if they ever become a prospect. 2. The next step is getting them appropriate information and/or including scheduling a demo to get them interested in using your product. The goal is to get them to a free trial if it's an individual or a small pilot. 3. After a pilot phase you'd want to convert them to a paying customer. The activities at this stage will be more building the relationship and supporting any issues or concerns they have with the pilot. 4. Once a paying customer you want to turn them into evangelists or testimonials or referrals you can use for your site or for press releases. This is an often missed step and significant opportunity. Continual engagement with an already paying customer helps to improve the product but an evangelist for your company is the most valuable asset you have: More customers from referrals without any cost. In conclusion, you're looking to identify where each prospect is in the funnel and know what the next steps are at any given time to move them across the funnel. Prospect > Pilot > Customer > Evangelist (A good service for this in the early stages of your company is StrideApp.com) Creating a follow up task at each stage and with each interaction is critical. Your day should be divided among getting new prospects in the funnel and following up with existing prospects.PD
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Do you have any suggestions for CRM software that is pretty to look at and easy to use?
It depends on your needs. Have you explored SalesForce or Infusionsoft?DT
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What is a good CRM for remote salesperson that tracks what they are doing every minute
Properly set up Salesforce CRM with Saleforce Mobile would do this.RB
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I'm looking for a full-stack CRM solution. Any ideas?
Go with Infusionsoft all the way. It can do all of those things and more. If you need a deal on the software, let me know and I'll hook you up. If you'd like a demo, add me on Skype: startdoingbusinessZS
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Looking for help determining ideal marketing automation -> CRM workflow.
It sounds like you're off to a good start with your lead generation. While it is important to keep lead volume strong, it's even more important to have a way to follow up with these leads and continue pushing them through your sales funnel until you can convert them into revenue. Without that follow-up, especially if you're generating leads through PPC, you're likely wasting the budget and energy you're putting toward your marketing efforts in the first place. The first thing I'd recommend you do is create an automatic "kick-back" email that triggers as soon as a lead downloads your ebook. Be sure to thank them for downloading, give them a link to access the ebook, and then (most importantly) include your call-to-action for the next step you want them to take. Second, figure out how you're going to handle these leads from a sales perspective. If you're stretched for bandwidth, I'd recommend a system where you assign dollar values to different types of leads, and only have a sales rep follow up with your highest value leads. How much is an ebook lead worth to your business? How much is a demo lead? What about someone who actively requests to be contacted? You'll find that as you get these systems and processes underway, it'll be extremely useful to have a CRM system both for integrating with your marketing efforts and for helping your sales team to be able to sort and prioritize the leads they're reaching out to. Lead conversion is a daily focus of mine in my role at HubSpot, and I'd be happy to chat further about how to get a strong marketing/sales funnel set up so you're better equipped to manage the leads you generate and better able to convert them into dollars. Let me know if there's anything I can do to help!SB
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