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Anonymous
Not applicable

Customer Relationship Managers?

Hi All,

 

Just wondering what everyone is using to keep up with their customers, colleagues, and industry connections -- whatever the industry you are in!

 

I am having a time really dialing in to which system will work best for me, or which more general app is most friendly toward being used as a CRM.

 

I've gone through all in the app store, and have some ideas, but frankly am interested in real world experiences, tricks & tips, and even custom/ad hoc solutions before i dive in.

 

Thanks!

tumblr_np2yslf0Ev1qfirfao1_1280.jpg

 

 

 

Solved
Best answer November 29, 2017

Best Answers
Highlighted
Level 4

Customer Relationship Managers?

@Anonymous, I'll say two things about a CRM:

 

  1. I've been using SalesForce for over a decade now and couldn't run my small business without it. It's one of the biggest CRMs out there, which means it won't be the cheapest, but it will integrate with pretty much anything and everything you throw at it. I use an Evernote integration with SalesForce that's almost magic. And automation software like Zapier and IFTTT makes this CRM a very versatile and powerful tool. 

    Probably my favorite function is the integration of my website, where the contact form my potential clients fill out is built on a SalesForce Web-to-lead form. Not only do my clients enter their data directly into my CRM and get an immediate response via a branded email, I get notifications of these new leads via text and email. These leads make up 100% of new business if you take away any personal relationships I have build in real life. These notifications are in real time and I've been able to call a potential customer, while they are still on my website, which has never failed to impress them. (I've written more extensively about how this makes me more efficient on my blog - the link to my blog is on my QBprofile page). 

    I couldn't run a successful visual content creation business without SalesForce.

  2. Here's the more important piece of advice: Don't skip any letters.

    In the beginning of using SalesForce, I used it as a CRM or a CM. I purely used it as a Customer Management system and skipped the relationship part. Lately, I've learned that that's actually the most important part of a  CRM. So no matter which one you end up with, be sure that you use it to build long-term relationships with your customers.

    Lately, I've read much about how the Ritz-Carlton uses their CRM (it's called mystique) to notate anything about a guest that could be used to make their stay more enjoyable. It's amazing to see it in action, but they actually use it. The best CRM is absolutely useless, if you don't use it.

View solution in original post

5 Comments
Highlighted
Level 6

Customer Relationship Managers?

Hi @Anonymous

 

You're not the first person to wonder about this! Here are some other QB Community discussions that you might find useful:

 

What is the best CRM for QB online?

CRM for small business

QB Customer Manager vs. Method: CRM

 

Hope they're helpful!

Highlighted
Level 4

Customer Relationship Managers?

@Anonymous, I'll say two things about a CRM:

 

  1. I've been using SalesForce for over a decade now and couldn't run my small business without it. It's one of the biggest CRMs out there, which means it won't be the cheapest, but it will integrate with pretty much anything and everything you throw at it. I use an Evernote integration with SalesForce that's almost magic. And automation software like Zapier and IFTTT makes this CRM a very versatile and powerful tool. 

    Probably my favorite function is the integration of my website, where the contact form my potential clients fill out is built on a SalesForce Web-to-lead form. Not only do my clients enter their data directly into my CRM and get an immediate response via a branded email, I get notifications of these new leads via text and email. These leads make up 100% of new business if you take away any personal relationships I have build in real life. These notifications are in real time and I've been able to call a potential customer, while they are still on my website, which has never failed to impress them. (I've written more extensively about how this makes me more efficient on my blog - the link to my blog is on my QBprofile page). 

    I couldn't run a successful visual content creation business without SalesForce.

  2. Here's the more important piece of advice: Don't skip any letters.

    In the beginning of using SalesForce, I used it as a CRM or a CM. I purely used it as a Customer Management system and skipped the relationship part. Lately, I've learned that that's actually the most important part of a  CRM. So no matter which one you end up with, be sure that you use it to build long-term relationships with your customers.

    Lately, I've read much about how the Ritz-Carlton uses their CRM (it's called mystique) to notate anything about a guest that could be used to make their stay more enjoyable. It's amazing to see it in action, but they actually use it. The best CRM is absolutely useless, if you don't use it.

View solution in original post

Highlighted
Anonymous
Not applicable

Customer Relationship Managers?

Has anyone successfully linked Sales Force with Quickbooks? Thank you.
Highlighted
Level 4

Customer Relationship Managers?

 Expensify used to have a SalesForce integration and a Quickbooks integration. They have recently changed to make that integration through FinancialForce. Maybe you can link QB through that. 


FinancialForce is an additional subscription though.

Highlighted
Anonymous
Not applicable

Customer Relationship Managers?

thanks!

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