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May 14, 2009

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Small Business Special…

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PART 1 CUSTOMER RELATIONSHIP MANAGEMENT

Today I am going to be looking at various tools that can help you with setting up, running and making a success of your new small business the relationship between you and your clients.

 

In each section I will be looking at various software solutions for running a small business which will be a mix of Freeware, mid range priced and Professionally priced options.

 

First lets have a look at some CRM or Customer Relationship Management tools.

 

First up we have…

 


PRICE: from £129

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Daylite is a purpose built database for tracking clients, quotes, estimates, projects, pipelines and more.

 

PROS:

• All your info in one place.
• Integration with iCal and Address Book.
• Readymade solution.
• Excellent Support and Training Materials.
• Remotely Accessible.

 

CONS:

• Quite pricey
• Initial steep learning curve.
• Relatively fixed use

 

One of the great things about Daylite is that at any point during its use you really do feel like your using a mac application, which, as you all know, greatly increases the usability factor.

 

VERDICT: A generally sound all round contender that although a bit pricey can be purposed for pretty much any type of business. The real winner is the accompanying iPhone application that means you can be mobile with your company data.

 

USEABILITY 4 STARS

PRICE 2 STARS
FLEXIBILITY 3 STARS
COMPATIBILITY 4 STARS
>>>>>>>>>>>>>>>>>>>>

 

Next up….


Price: Monthly plans from $24

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37SIGNALS have created a suite of web apps that help you stay connected wherever you are.

 

The three main applications are…

 

Basecamp – “Manage projects, collaboration and communications.”

 

Backpack – “Organise and Share information across your Business.”

 

Highrise – “Track your contacts, leads and deals, always be prepared.”

 

PROS:

• No Software to download or maintain.
• Access from anywhere.
• Secure, Backed Up regularly.
• Cross Platform.
• Works with iPhone.

 

CONS:

• Monthly Price plan may be prohibitive for many.
• internet access of some sort required.
• CRM split across different modules.

 

VERDICT: A genuinely innovative attempt to shake up and revolutionise the CRM and Business communication market that works well and is very easy to use. Being able to access anywhere and the fact that your data is safe and backed up are a huge advantage but not being able to use off line. Having a rolling fee may also put off small businesses and freelancers.

 

USEABILITY 4 STARS

PRICE 1 STARS
FLEXIBILITY 2 STARS
COMPATIBILITY 5 STARS
>>>>>>>>>>>>>>>>>>>>

 

Lastly…


PRICE: COMPLETELY FREE

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FMStarting point is deceptively simple looking. It is actually an amazingly straightforward yet powerful solution for any business.

 

The nature of a filemaker database is that you need to understand the basics of Filemaker but in this case the hard work has been done for you. Even customising invoice templates for your business is a breeze.

 

The upside of a Filemaker database is that it is infinitely customisable.

 

It is hard to believe that this is free as its power certainly warrants a levy. Richard Carlton Consulting also make a home version called Data4Life which offers similar functionality for running your personal as well as your business data.

 

PROS:
• Amazingly, completely FREE.
• Integrated and all-in-one solution.
• Customisable.
• Outputs Customisable Documents easily.
• Can send E-mail via SMTP directly through interface.
• Very easy to use.

 

CONS:

• Requires Filemaker Pro 10 (although FM PRO is infinitely useful)
• Requires knowledge of FMPRO 10 if you want to network the data or share via the internet etc.

 

VERDICT: A super addition to any businesses arsenal. Incredibly easy to use, impressive looking documents such as invoices, estimates etc, built in email distribution and most of all COMPLETEY FREE!

 

USEABILITY 5 STARS

PRICE 5 STARS
FLEXIBILITY 3 STARS (5 STARS IF YOU KNOW FM PRO 10)
COMPATIBILITY 4 STARS
>>>>>>>>>>>>>>>>>>>>
1 Comment Post a comment
  1. Nov 26 2009

    After reading your blog posts on CRM options for Macintosh users, I thought you might like to hear about and further investigate this new game-changing CRM integration option for Macintosh Entourage users: Riva Integration Server for Exchange. Riva is compatible with hosted and on-premise installations of Microsoft CRM, SugarCRM, Salesforce, Oracle CRM, NetSuite and others – with full support for Outlook, Outlook Web Access, Macintosh Entourage, BlackBerry, ActiveSync and IMAP Exchange clients. Riva is compatible with on-premise and hosted Exchange 2010, 2007 and 2003.

    Because Riva Integration Server is server-side, there are no plug-ins to install on any of the clients. No clumsy Outlook plug-ins. No plug-in support and training issues. All Exchange clients are natively supported without any add-ons or plug-ins. This means that Macintosh Entourage users now have full integration for all of the Riva supported CRMs.

    http://www.omni-ts.com/newsroom/exchange-crm-integration.html

    Best regards,

    Aldo Zanoni
    CEO, Managing Director
    Omni Technology Solutions Inc.
    The Integration Company
    http://www.omni-ts.com
    780.423.4200

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