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Not sure what CRM product I need.Please advise

New Member
Posts: 4
Country: USA

Not sure what CRM product I need.Please advise

I am doing marketing and business development for a small company. The CRM tool will be for my personal use (single user). I am needing something very simple and easy to navigate. I need to be able to make notes on each conversation I have with my clients, a space to record hobbies, birthdays, kids, etc., something that will remind me of when I need to contact them again, create groups for e-mail marketing. Like I said, pretty basic stuff. Can someone please advise me on some CRM products I should look at. Thank you.

 

Copper Super Contributor
Posts: 78
Country: Australia

Re: Not sure what CRM product I need.Please advise

Creating groups for email marketing isn't very basic. I, of course, will recommend ACT! to you, since you are a single user just the ACT! professional version. Download it, and try using it, is the only way to test out whether this product fits your needs.

 

 

Bronze Contributor
Posts: 930
Country: USA

Re: Not sure what CRM product I need.Please advise

You've just described ACT! to a 'T'

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New Member
Posts: 4
Country: USA

Re: Not sure what CRM product I need.Please advise

Does ACT !! have phone support people to help with set-up, using the system, or others issues and problems that may come up ?? Or is it trial by error, e-mail, and mesage boards such as this ??  Thank you !!

Bronze Contributor
Posts: 930
Country: USA

Re: Not sure what CRM product I need.Please advise

There is a free 30 day Getting Started support offering - it's 'chat' based and its limited to installation errors.  As is the case with most software vendors today, training and support are available for additional cost.  And of course, there is a worldwide network of trained ACT! Consultants who are always available to assist (normal rates apply).

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New Member
Posts: 4
Country: USA

Re: Not sure what CRM product I need.Please advise

Hey Kevin, I'm still considering ACT ! How would you suggest I get initial training and learn how to use ACT and its features ?? Without having to pay additional cost ? Thanks

Bronze Contributor
Posts: 930
Country: USA

Re: Not sure what CRM product I need.Please advise

There is a wealth of pre-sales resources available at http://www.act.com/Products-and-Services/Demo-Center

including a downloadable trial, recorded flash demos and lots of good stuff - I also believe there is a 30-day return policy if you buy the product through ACT!'s estore.  You can also check Amazon.  Once you install it, there is a 'Getting Started' 40+page pdf that you can read, review, and selectively print.  ACT! also includes a very thorough Help section and about 15 tutorial videos on the major topics on ACT! that run from the Help menu.  I believe that I've seen some other ACT! consultants soft advertising in these forums for free one-hour 'Getting Started' type online learning.  You can also peruse the ACT! Community Forums here - there's lots of great Q&A that goes on in these boards.  But keep in mind that Sage and the ACT! CCs are all for-profit companies and as much as we love ACT! ultimately we do have to generate income.

 

Good luck to you.

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