I'm not sure what the difference is between lead and relationship management. For us, it's so far the same. HR tracks the correspondences and cases throughout the entire process. I guess one critical component that's missing for us is perhaps a running checklist: on boarding stuff, exiting process, membership participation, etc. For now, all of this checklist is buried in the correspondences and cases.
Jerome (not from an EvilBerry) On Nov 26, 2012, at 8:40 AM, James Hackett <[email protected]> wrote: > Hi all, > > One of our data center members, John Roberts, was the founder and creator of > SugarCRM (http://www.sugarcrm.com/) which still has a free community version > you might check out. > > He has also recently launched his new system X2Engine > (http://www.x2engine.com/), another totally open source CRM solution. > > At Cruzio, we're an ISP as well as a coworking space and have a pretty > well-developed billing/customer management system. But I also use Highrise -- > largely, as Alex says, as a lead management tool and contact database. > > James > Cruzioworks > > On Nov 26, 2012, at 8:30 AM, Alex Hillman wrote: > >> For all of the talk about what tools there are, I'm wondering if any of you >> who are using these CRM tools can share a bit about your workflow using the >> tools you've chosen, in detail? >> >> CRM tools, as I've experienced them, are more about lead management than >> relationship management and that's made them really clunky for us. >> >> I'm hoping somebody's come up with a workflow that's just not obvious to me >> and can share the workflow is valuable for them! >> >> -Alex >> >> -- >> /ah >> indyhall.org >> coworking in philadelphia >> pre-order my new eBook, "the business of community" >> On Monday, November 26, 2012 at 11:27 AM, Tom Lewis wrote: >> >>> On this subject, we've tried a few links between Highrise and Google mail, >>> and Colabspot have the most amazing chrome extension which bridges them >>> perfectly, allows you to send emails to a case, shows you all the history >>> within the google mail window, etc etc. It's far and away the best HR to >>> gmail solution we've seen so far. >>> >>> On Saturday, November 24, 2012 5:33:23 AM UTC, Jerome wrote: >>>> >>>> This might sound blunt, but I think to "crack the CRM nut", you simply >>>> have to pay. >>>> We use HighRise HQ, but would love more customizability, reporting, etc. >>>> But it does generally work for us. >>>> There's a $5/mo plug-in for our gmail-based email to connect with HR >>>> directly, such as follow-up tasks, etc. >>>> >>>> >>>> Jerome >>>> ______________ >>>> BLANKSPACES >>>> "work FOR yourself, not BY yourself" >>>> >>>> www.blankspaces.com >>>> 5405 Wilshire Blvd (2 blocks west of La Brea) Los Angeles, CA 90036 >>>> 323.330.9505 (office) >>>> >>>> On Nov 23, 2012, at 10:55 AM, Rogelio <[email protected]> wrote: >>>> >>>> > I'm guessing that other coworkers here have cracked the CRM nut >>>> > (customer relationship management), so I'm hoping the someone here >>>> > could recommend a solution for four remote workers that does the >>>> > following: >>>> > >>>> > 1) is free (zero budget as of yet - total shoe string project!) >>>> > >>>> > 2) is cool and easy ways to hook into gmail / google apps, preferably >>>> > with a way of seeing last emails inside CRM web GUI itself >>>> > >>>> > 3) has cool ways to remind us on prospects for follow up (since only >>>> > first phase of project, we're not really concerned at this point for >>>> > building complex funnels, loyalty programs, opportunities, inventory, >>>> > etc) >>>> > >>>> > 4) is web based (two use Windows, one uses Linux, and one uses Mac), >>>> > but also has interfaces via a smart phone app (both Android and >>>> > iPhone) >>>> > >>>> > 5) PREVENTS VENDOR LOCK IN! >>>> > >>>> > For what it's worth, here is what I've put up so far... >>>> > >>>> > 1) SugarCRM (keep track of contacts) - not always intuitive, but a >>>> > small price to pay to have some flexibility later on if/when this >>>> > grows. We're not wedded to this, but it seemed like a good first step >>>> > while we look for other easier-to-use CRMs with better workflows / >>>> > integration features. Super easy (and cheap!) install on Dreamhost. >>>> > Daily chron backups because I don't trust them! >>>> > >>>> > 2) iSugarCRM (iPhone) and DroidSugar (Android) >>>> > >>>> > https://itunes.apple.com/us/app/isugarcrm/id536162467?mt=8 (the one I >>>> > use) >>>> > http://goo.gl/0YNva >>>> > >>>> > 3) Boomerang / Rapportive - hooks into gmail and lets us schedule >>>> > emails and also see online presence of other ppl in group. Rapportive >>>> > is free, but Boomerang isn't (but we each already had that). >>>> > >>>> > 4) Rondee / FreeConferenceCall / FreeScreenSharing - how we meet >>>> > together at different coworking spaces >>>> > >>>> > 5) Mailchimp / Survey Monkey (once we narrow down someone who is a >>>> > good candidate and doesn't mind being a part of what we do). Also >>>> > looking into other F/OSS mailing tools once this grows, like PHPlist / >>>> > MailMan / OpenEEM (double opt-in, scheduling, click tracking, bounce >>>> > management, etc). >>>> > >>>> > http://alternativeto.net/software/surveymonkey/ >>>> > http://alternativeto.net/software/mailchimp/ >>>> > >>>> > 6) Usual other collab tools -- Skype, Google Docs / PiratePad, Google >>>> > Hangouts, Evernote, etc. >>>> > >>>> > (Goes without saying, but if I can help anyone else here and save >>>> > time, don't hesitate to reach out to me. I'm also on LinkedIn.) >>>> > >>>> > -- >>>> > Visit this forum on the web at http://discuss.coworking.com >>>> > --- >>>> > You received this message because you are subscribed to the Google >>>> > Groups "Coworking" group. >>>> > For more options, visit https://groups.google.com/groups/opt_out. >>>> > >>>> > >>> >>> -- >>> Visit this forum on the web at http://discuss.coworking.com >>> --- >>> You received this message because you are subscribed to the Google Groups >>> "Coworking" group. >>> For more options, visit https://groups.google.com/groups/opt_out. >> >> >> -- >> Visit this forum on the web at http://discuss.coworking.com >> --- >> You received this message because you are subscribed to the Google Groups >> "Coworking" group. >> For more options, visit https://groups.google.com/groups/opt_out. > > -- > Visit this forum on the web at http://discuss.coworking.com > --- > You received this message because you are subscribed to the Google Groups > "Coworking" group. > For more options, visit https://groups.google.com/groups/opt_out. > > -- Visit this forum on the web at http://discuss.coworking.com --- You received this message because you are subscribed to the Google Groups "Coworking" group. 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