Big News: FounderDating is joining OneVest to build the largest community for entrepreneurs. Details here
Latest Notifications
You have no recent recommendations.
Name
Title
 
MiniBio
FOLLOW
Title
 Followers
FOLLOW TOPIC

Question goes here

1,300 Followers

  • Name
    Entrepreneur
  • Name
    Entrepreneur
  • Name
    Entrepreneur
  • Name
    Entrepreneur
  • Name
    Entrepreneur
  • Name
    Entrepreneur
  • Name
    Entrepreneur
  • Name
    Entrepreneur

CRM Suggestions: Simple/scalable/effective Salesforce alternatives?

Salesforce tends to be too complex for my liking and I am aware of cheaper alternatives. Wondering if anyone has had great experiences with any platforms in particular that lends well to early stage "sales funnel"/contact organization while producing business analytics as the operation scales? Thanks for the help in advance, much appreciated!

JG

27 Replies

Brent Laminack
0
0
Brent Laminack Entrepreneur
Principal at OpenFace Systems, Inc.
Nobody I've ever seen is terribly excited about their CRM solution. I've used the open source flavor or SugarCRM. It's ok but nothing to write home about. Its main advantage is it's way cheaper than Salesforce.
Kerry Finsand
1
0
Kerry Finsand Entrepreneur
CEO at Taplister, INC.
Jesse, I would recommend Zoho CRM. I have been using it for several years for lead generation and management. It only starts at $12 a month and connects to other Zoho tools. Currently I'm testing their CRM PLUS option. It combines multiple tools to create a cheap enterprise package. Some of the other features include email marketing and visitor tracking. They also have a free mobile app that I find handy when I'm out in the field. https://www.zoho.com/crm/zohocrm-pricing.html Cheers Kerry Finsand Taplister- Founder
Mike Moyer
1
0
Mike Moyer Entrepreneur • Advisor
Managing Director at Lake Shark Ventures, LLC
There are lots and lots of CRM providers, but I keep coming back to Zoho CRM. It's the most like Salesforce.com, but much less expensive and not as complicated. The key to a good CRM program, in my opinion, is the core framework. Zoho and Salesforce use the same basic philosophical framework which is Lead that convert to Accounts, Contacts and Opportunities. This "1 to 3" process is what keeps it working. Many programs try to skip this step and try to "simplify". For instance, they might try to have everything attached to a central contact file. This makes the program less effective in the long run. Lot's of CRM providers, in fact, try to differentiate themselves by pitching a simpler approach. The 1 to 3 philosophy is the most simple framework that actually works. I'm a Zoho re-seller. (I make *dozens *of dollars per year in commissions). CRM is not my core business, but I often point people to Zoho with the promise that if it does not suit their needs they can always move to Salesforce. I've never had a client move. Here is a link to Zoho: www.blpnt.co/5A8Ig -Mike
Tatjana (Jana) Schuster
0
0
Director at Sears Holdings Corporation
SugarCRM, Netsuite, Pipedrive and Act are some worth checking out..
Alex Littlewood
1
0
Alex Littlewood Entrepreneur • Advisor
Founder & CEO at Motoroso
Have been doing a bit of research on this myself. I found two very nice looking platforms:
- Base (www.getbase.com)
- Highrise (www.highrise.com from 37 signals, the makers of basecamp)

I'm leaning towards base, it has integrations with platforms like Mailchimp, and the user interface looks nice. Pricing is also very fair.
Winston Kotzan
1
0
Winston Kotzan Entrepreneur
Entrepreneur, Ruby on Rails developer, and Equities Trader
Check out Base CRM (https://getbase.com/). I saw the founder present at StartupGrind Chicago and it sounds like they want to have a much nimbler platform for smaller business that's readily integrated into mobile.
Joshua J. Scott
0
0
Joshua J. Scott Entrepreneur
Product Manager at CyberSponse, Inc.
We're on Dynamics, which is also pricey, but has some key features that are useful for running our operations in conjunction with marketing. I think Zoho is a good suggestion for a lightweight CRM that has a number of other integrations. Another option you might want to consider is Agile CRM (https://www.agilecrm.com/).

Simplicity is great, but the real key I haven't seen mentioned here yet is what else does your CRM work with. You'll likely need some campaign management it sounds like or email management at least, so I recommend looking for options with a plugin that have close ties to those tools. Other marketing automation tools may also be useful, so I'd look for optional integration there as well.
Maarten Albarda
0
0
Maarten Albarda Advisor
CEO Americas at Flock Associates Limited
We use Insightly, but I would say it is a little clunky...
Mark Silva
1
0
Mark Silva Entrepreneur
Finance & Operations at KITE
We're big fans of Pipedrive. Use it for sales, investor, a/r, event and product (startup) funnels at KITE. Integrates really well with YesMail, gmail and other solutions. Right price with actionable presentation layer.
Cynthia Glasbrenner
0
0
Cynthia Glasbrenner Entrepreneur
SVP, Group Media Director at Hill Holliday - Trilia Media
I really liked Pipedrive. Very reasonable price. It was very focused on sales funnel, but really helped me track well.
Join FounderDating to participate in the discussion
Nothing gets posted to LinkedIn and your information will not be shared.

Just a few more details please.

DO: Start a discussion, share a resource, or ask a question related to entrepreneurship.
DON'T: Post about prohibited topics such as recruiting, cofounder wanted, check out my product
or feedback on the FD site (you can send this to us directly info@founderdating.com).
See the Community Code of Conduct for more details.

Title

Give your question or discussion topic a great title, make it catchy and succinct.

Details

Make sure what you're about to say is specific and relevant - you'll get better responses.

Topics

Tag your discussion so you get more relevant responses.

Question goes here

1,300 Followers

  • Name
    Details
  • Name
    Details
  • Name
    Details
  • Name
    Details
  • Name
    Details
  • Name
    Details
  • Name
    Details
  • Name
    Details
Know someone who should answer this question? Enter their email below
Stay current and follow these discussion topics?