Client Relationship Management

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Client Relationship Management

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Marine

Posted 10/31/2007 10:50:24 AM

Forum Newbie

Group: Forum Members
Last Login: 10/31/2007 2:31:50 PM
Posts: 3, Visits: 52

Hello,

Which CRM integrates well (exports/imports seamlessly) with Calyx 6.0?

What CRMs do you have experiences with?

Thank you,

Marine.

Post #6136

mwm50

Posted 11/11/2007 3:31:16 PM

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Group: Forum Members
Last Login: 9/12/2008 11:24:50 AM
Posts: 289, Visits: 242

I am aware of none that integrate well. There are some that seem to work OK on a remedial basis. Part of the question is whether you want the CRM to alter the Point file when updates are made to the record. WorkCenter (vForms) does a fair job and will provide basic marketing activities. SalesForce has some consultants that can set up an interface to Point. We have a lead management system coming out but it isn't available yet. There are a few others based on SugarCRM but they really don't seem to work very well. You can sync your Point information (one-way) with Goldmine or ACT! either through a third-party product or by simple ascii export.

One of the biggest issues is finding a full-function CRM product that works well with Point. I have not seen a product that does both well - yet.

- Mike
mike@mtig.biz

Post #6175

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