What kinds of things are being tracked in correspondences & cases? How is that info used by your team? I've spent some time in Highrise while I was doing bizdev and project management but haven't figured out where it fits into our workflow here.
-Alex -- /ah indyhall.org coworking in philadelphia pre-order my new eBook, "the business of community (http://book.businessofcommunity.com/?ref=email)" On Monday, November 26, 2012 at 11:47 AM, Jerome Chang wrote: > 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] > (mailto:[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 (http://indyhall.org) > > > coworking in philadelphia > > > pre-order my new eBook, "the business of community > > > (http://book.businessofcommunity.com/?ref=email)" > > > > > > > > > > > > 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 (http://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] > > > > > (javascript:)> 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 > > > > > > (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 > > > > (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 > > > (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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