Loading...
Answers
MenuI'm looking for a full-stack CRM solution. Any ideas?
I'm looking for one integrated solution that lets me do all the following:
1. Upload leads
2. Mail merge personalised emails to those leads
3. Track them through the pipeline from lead to demo to won
4. Once they're a client, add them to a client list with revenue info, order requirements, etc
5. Let me know when they're ready for another shipment based on last order and typical time between orders
6. Send them an invoice based on the order and track when / if the invoice has been paid
7. Produce reports on revenue, number of products sold, number of clients, etc
I'm sure there are individual solutions for all these requirements, but I'd love something that did them…
Answers
ZS
ZS
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: startdoingbusiness
Related Questions
-
What terms re-sellers use for selling SaaS?
A reseller typically purchases the SaaS at a discounted price and bill their client directly. I've seen reseller discounts range between 10% and 50%. The discount should be competitive with your industry, and allow a reasonable ROI for resellers. The reseller discount is typically for the life of the user otherwise expect resellers to offer their clients a competitor's SaaS. An affiliate or partner program that pays a commission for referring clients creates a direct relationship between your company and the users. In these types of programs, your commission could be a one-time payout upon referral, a recurring % of sale for the first year, or a recurring % of sale for the life of the client.MK
-
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
-
What are good options for CRM and some basic marketing automation for our startup? Single product or multiple through Zapier/existing integrations.
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!AJ
-
Any recommendations for a good CRM?
You should try onepage crmAM
-
What are some of your favorite services to stay in touch with contacts?? I use contactually but I feel like there is a lot room for improvement.
What kind of contacts? I find out that the way to stay in contact is to create groups or communities around them. So: Whatsapp: Family + Friends Slack: Business Wechat + Line: international friends LinkedIn: others I used contactually and it's good but its still a one-on-one that fades and doesn't feel natural. So I try to bring some people together (that I know have common interests) and that way I can jump in a have a conversation any time. If you want to know about how this have work so far, give me a call and I will be happy to share my experiences.JC
the startups.com platform
Copyright © 2025 Startups.com. All rights reserved.