View Full Version : Business Question: CRM Software?

02-23-2016, 11:27 AM
So, these days I'm working sales for an HVAC Controls contractor and they're some really good folks with lots of experience. The frustration though, is that there is a disconnect on transition from new sales, to project management, to design, to construction, to service sales, to service team, to customers and back to service sales for future business. I'm trying to find a way to reduce this disconnect and improve info gathering from field techs so that sales opportunities aren't missed, thus making each customer more profitable. More profit means more money for ammo and training.
What seems to be the right solution is some sort of CRM (customer relationship management) and project management software, so everyone can see who's involved and doing what. But I've never used it before.
Anybody used it and seen positive results for their income?:banghead::banghead:

John McCreery
02-23-2016, 11:41 AM
ACT and Salesforce are a couple that seem to be mentioned a lot. I've used Basecamp and SharePoint and they both work well.

02-23-2016, 12:32 PM
I have used Sharepoint, ACT, and Salesforce.com, as well as homebrew "solutions". Salesforce.com is orders of magnitude better than the rest, hands down. Been using this stuff for 15 years.

Paper Shredder
02-23-2016, 05:09 PM
+3 on salesforce. Its good for small to midcap companies.

Ive been thru 2 Private Equity owned M&A deals where they ripped out SAP for salesforce but they were purely marketing companies (source and sell).

I cant vouch for manufacturing set ups as those are custom add ons i believe.

02-23-2016, 05:17 PM
Check YouTube for demos of each software you are considering

Sent from my iPhone using Tapatalk

02-23-2016, 10:16 PM
Check YouTube for demos of each software you are considering

Sent from my iPhone using Tapatalk

Good grief, the amount of those I've watched. Problem I'm running into is that most highlight the sales process and don't necessarily seem to be structured around project management and sales. I need a system that handles some of both so that I can stay up to date on issues that the techs are having with a project (say a major upgrade) because a delay in that may impact whether or not I could propose a smaller repair job.

02-23-2016, 10:19 PM
Salesforce able to be used company wide for manpower tracking/assigning? Want to be able to view further out for when techs will be available. Right now we're running at capacity in our programming and engineering department and something that really lets a broad spread of people see where folks are assigned will let me know how soon we may be able to work on a customer's request.