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OnePageCRM converts the complexity of CRM into a simple to-do list. A sales-focused application for SMBs, it uses the “Getting Things Done” [GTD] ... Learn More
Unlimited Contacts, Notes, Deals and 1Gb file storage
Integrations with Email, MailChimp, LinkedIn and more
Reporting on Sales Pipeline, Activity and Marketing
Customize Contacts and Sales Process to fit business
Mobile and tablet apps for iOS and Android
World class training and support
Help people work fast and smart
Transform change into opportunity
Be a world-class contender
Stay on top of regulatory requirements
Maximize your IT investment
Based on my experience using it over the last few months I can conclude that it is easy to use, very focused tool for sales. The ability to see immediately the next action is genius! It keeps you really focused. It's very cost effective - especially compared to some of the larger CRM systems out there. Love it and I recommend it.
Pros : Simple to use, great features, relevant CRM software
Cons : None, it does the job perfectly for me.
My first impression with Dynamics CRM about three years ago was not great. I've used many of the popular CRM products reviewed on this site, and there are many great solutions out there. If your company has adopted Microsoft Cloud products like Office 365, the Windows operating system, or other elements of the Dynamics business application family, Dynamics CRM Online is a great option for small businesses and large enterprises, For full disclosure, I work for a Dynamics CRM partner which also offers other Microsoft products. A few years ago when I first tried it out, I wasn't at all impressed when I tried their v4.0 product. I have had my frustrations with Microsoft products, and I have expressed my views on them. I've really been impressed how much has changed over the past few years, to make it easy for sales, customer service and marketing professionals to track support cases, opportunities, client interactions and generate reports.
Pros : - Dynamics CRM Online isn't just a "watered down" version of the Microsoft solution, it is very powerful and offers a really flexible, user friendly experience. - There are a number of ways you can customize MS CRM Online for other business processes beyond CRM - HR, memberships, volunteers, events, and there are quite a few professional/amateur sports associations and teams who have bought Microsoft CRM because of how much the solution can be tailored to different use cases. - Microsoft is evolving to make their products compatible with different device platforms, and with apps for iOS and Android, and browser flexibility improving all the time, times are changing. - There are a number of ISV solutions, such as Click Dimensions, The Portal Connector and InsideView which can add a lot of value to Dynamics CRM for marketing, self-serve customer portals to Dynamics CRM. There are a lot of integrations with other Microsoft apps like PowerBI, OneNote, and Dynamics AX, but that's to be expected. You can find many addons
Cons : As a Canadian user, I don't have access to Cortana. I'm not sure how much I'd use it to be honest, but watching some of the promotional videos it seems to be pretty cool. There seems to be a compatibility issue between the new Microsoft Edge browser in Windows 10, but Microsoft will likely get that addressed really soon. The CRM search function has improved, how you can search across the entire system from a central place. Sometimes I have you looked for a contact I knew is in the system I haven't been able to find as easily as I should. No software is without its quirks, but Dynamics CRM has evolved a great deal, and has gained a lot of marketshare in the process.
Our company uses Pipedrive, and we are about to make the switch to Salesforce. Pipedrive was fine when we were a small start-up, but now as we change methods there are lots of changes that we want to make to PD, and the lack of features and accessibility makes it hard to make lots of large changes easily. Instead, we have to individually go in and spend hours fixing details of different leads. It doesn't help either that it's hard to reach customer service and get on the phone with them.
Friday 31 October 2014
If you're tired of complicated CRMs, and just want a better way to keep track of your contacts and easily know where you left off your conversations, OnePageCRM is a great app to try. It's an ingenious mix of GTD and CRM, one that should keep your communications more productive.More about OnePageCRM
Friday 11 April 2014
Microsoft Dynamics CRM 2013 is a large program and has many moving parts, which do require some configuration and effort to get working properly on premises. The online version should appeal to small and even medium-sized businesses with limited IT resources. Tight integration with Microsoft Office and other Microsoft offerings should make this a very appealing release for any organization looking to streamline their sales and marketing automation.More about Microsoft Dynamics CRM
Tuesday 27 December 2011
What we liked: • Users can drag and drop clients into new categories as their deals progress• Red light/green light feature notifies users when they need to take action on a project• Unreached goals automatically carry over to the next sales cycle• Pipedrive backs up its users’ data on a daily basis What we didn’t like: • NothingMore about Pipedrive
Thursday 01 October 2015
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