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

Suggestions for good campaign/project mgmt tools for complex sales processes?

Now that a CRM has been implemented (chose RelateIQ after quite a bit of scrubbing, and I appreciate the community's help), I am looking for feedback on project/campaign management tools that can help teams organize and communicate effectively...esp when multiple sales campaigns are overlapping and task management and execution are paramount. Some CRM overlap here, and open to integrations if available. Anyone have any suggestions? Here is a list I compiled a minute ago.

https://podio.com/

8 Replies

James (Hutch) Moragne
1
0
James (Hutch) Moragne Entrepreneur
Director Strategy and Success at Convince
Slack. They have built a billion dollar company in a year and a half because their team management and integrations are so easy to use and adopt. I am currently using it to organize multiple teams at multiple companies. Hutch Also, looking for beta testers for a lead prospecting and email drip platform on of my startups is launching in a month or so. It floats over your linkedin, and at a click of a button you can pull any profile (2nd and 3rd connections included) contact information into customized email drip campaigns. The tool is invisible, so each email comes personalized from your gmail account and all responses come to the top if your inbox. Your Relatiq can take it from there Let me know if this is something that you would be curious in testing.
Eric Lannert
0
0
Eric Lannert Entrepreneur
Program Director at Digital Youth Network, DePaul University
We have used smartsheet.com extensively for this purpose. You can make campaign and sales process templates that evolve over time.

The best feature is that it takes the changes from the prior day (new rows/new dates/new completion status) and emails everyone just that subset of the plan. Which automates a big part of the communication challenge.


Arun Kumar
0
0
Arun Kumar Advisor
Product Leader, Entrepreneur, Inventor
Well, Kerika of course! https://kerika.com
Chris Carruth
0
0
Chris Carruth Advisor
VP/Director. Strategy | Business Development | Operations | Product | Solutions
Only one I have used is Basecamp. Ok but really nothing great. Sounds like others are better..
James Dean
0
0
James Dean Entrepreneur
President & CEO at Unique Media House Inc.
February 11th, 2015

I have tried Basecamp too. Effective Project Management is critical for success ... for people to win the game of business. It escapes most Start-Up Leaders on how much attention must be given to the details of good planning and execution. Most muddle through and hope for the best.
Brian Wrye
0
0
Brian Wrye Advisor
Creative Director at Sales Team
salesforce has been a good CRM.
Jesse Guglielmo
0
0
Jesse Guglielmo Advisor
Senior Manager, Enterprise Sales at Pathgather
Thank you very much for the suggestions all. Very much appreciated. The community has been incredibly helpful!

JG
Brian Joseff
0
0
Brian Joseff Entrepreneur
.
progress.ly has been super helpful for me

You can:
  • Visualize work across a timeline
  • Assign steps to collaborators with due dates
  • Add attachments and screenshots
  • Track activity across entire team
etc..

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?