[IxDA Discuss] CRM system for a UX team?

2009-02-04 Thread Dmitry Nekrasovski
Thanks to everyone who responded to my earlier question. Here's another one.

Has anyone had experience with using a CRM system (preferably a free
or low-cost one) to manage customer/user contacts within a UX team?

My team currently uses an Excel spreadsheet stored in a shared
repository. Keeping it up to date is a painful experience. I'm
thinking that there must be a better way.

Thanks,

Dmitry

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Re: [IxDA Discuss] CRM system for a UX team?

2009-02-04 Thread Alina Barbuceanu
I've used Sugar CRM. It's the only stable, popular, open source
solution there is.  It's a very feature rich CRM, has all you may
possibly need or not need. 

The only drawback - it's not so user friendly :-) Maybe someone will
have the brilliant plan to redo a nicer template for it

Cheers,
Alina
http://user-experience.iterating.net


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Re: [IxDA Discuss] CRM system for a UX team?

2009-02-04 Thread Barbara Ballard
On Wed, Feb 4, 2009 at 5:00 PM, Alina Barbuceanu al...@iterating.net wrote:
 I've used Sugar CRM. It's the only stable, popular, open source
 solution there is.  It's a very feature rich CRM, has all you may
 possibly need or not need.

I'll second that assessment.

However, don't rely on it to do bulk email. It claims it does it, but
doesn't. And hopefully you won't have to use its definitions of lead
vs. target. And converting people from one type (e.g., lead) to
another is questionable ... sometimes the data types don't match up.


We abandoned it since bulk email was a must-have for us. We are now
using Daylite, but it's pricey if you want to have several people
accessing it at once. It's cheap if you can put up with everybody
using the same account info (one seat).




Barbara Ballard
barb...@littlespringsdesign.com 1-785-838-3003

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