Customer Relationship Management - a widely implemented strategy for managing a company’s interactions with customers, clients and sales prospects

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-2
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0answers
9 views

Are there any system that offers similar features as Record Guardian but in a more reasonable price? [on hold]

I'm looking for alternatives to Record Guardian (Insurance agent + CRM web based application) with a more reasonable price. My budget is maximum 50.00 USD per month and if anyone know one I could get ...
0
votes
0answers
54 views

Dynamics CRM Online - how to get rid of 'First Things First' intro screen

Since Dynamics CRM Online was upgrade to the new 2013 version, this 'First Things First' screen pops up pretty constantly: Ticking 'don't show me this again' makes it go away for a bit, but seems ...
2
votes
1answer
590 views

How to know if someone is using Yesware?

I previously asked if it might be possible to prevent people from using Yesware against you. The answer: Yes. Disable images -- especially for people you do not know. I'm not all that satisfied with ...
3
votes
3answers
6k views

How to disable Yesware in Gmail?

I've recently become aware of a snoopy little Chrome extension called Yesware. Yesware brands itself as an email productivity service for salespeople. It enables those who use it to know when, where, ...
1
vote
0answers
44 views

Question about Gmail based CRMs - team notes

I have been hearing about some new Gmail-integrated CRM-like systems, such as Streak and Yesware. I am looking for a very specific feature, and I can't figure out if it is offered on these or other ...
1
vote
1answer
193 views

What is an example of a CRM that aggregates social data and real-time syncs it with Google Contacts? [closed]

As a Gmail/Android user, I depend on Google Contacts as my source for contact information. However, I am looking for an application that does the following: Aggregates information about my contacts ...
1
vote
1answer
95 views

Is there a web app that lets you see all of your friends' social streams from a single interface? [closed]

I am looking for a web app that lets you see all of your friends' social streams from a single interface. Does anyone know of any? Examples of features I'm looking for: Integration with Google ...
2
votes
4answers
662 views

Do any tools exist to combine template based transactional email with CRM? [closed]

I am between a rock a hard place right now with a decision relating to CRM capabilities and general email marketing for our company. We have simply used very basic (think Gmail contacts, outlook, ...
1
vote
0answers
146 views

How to choose a CRM for a webapp? [closed]

We are a small company that develops a webapp that has lots of registrations per day. Now we need some software to manage those leads: send emails based on some rules, sort leads into groups (or ...
1
vote
2answers
215 views

Is there a CRM like tool for managing offline social personal (non-business) use? [closed]

Lately I found the need to more and more to take notes of my offline social interaction so I can go through them later. People's name, their child, what they do, hobby, etc. Just like CRM in business. ...
2
votes
3answers
440 views

Way to keep track of people and organizations?

I am looking for a flexible web app that would allow me to keep track of all the local "chapters" of an organization (world wide). A multi-chapter website management software. Ideally it would ...
2
votes
2answers
637 views

What software do dentists, opticians and similar professionals use to keep track of their clients' visits information?

I am interested to know if there is any web based software that can do this. By "this", I mean software that can keep track of, say, a dentist's patient data from the day the patient first walked in, ...
0
votes
2answers
702 views

How do I add a new contact to Highrise via email?

Sometimes I get partnership offers from people but I'm not ready to work with them yet. I'd like to have an easy way to add them to Highrise (the 37 signals app) and tag them. Can I do that?
4
votes
2answers
804 views

Gmail based \ Gmail integrated personal CRM [closed]

I'm looking for a Web Application \ Browser add-on that will supply basic CRM capabilities, with good integration with Gmail Basically the main feature would be to track conversations, but unlike ...
6
votes
2answers
828 views

How can I auto-import contacts from PayPal into Highrise?

PayPal collects my customers' addresses, but I need an easy way to integrate them into my CRM.
2
votes
1answer
59 views

Cannot find again a certain CRM-like “dynamic FAQ” site

I've once stumbled upon a site I liked very much, but can't recall it's name or find it on Google anymore. It was a kind of a "dynamic FAQ", a bit like a pre-stackoverflow, but focused only on ...
2
votes
6answers
280 views

Looking for a web service that helps track candidates, resumes, and applications - basically CRM for HR [closed]

Searching for a web service that assists HR and recruiters in tracking contacts/candidates for job opportunities. This is essentially a CRM tool that is customized/specialized for the activities that ...